Staff Accountant

Gallagher•Upper Merion Township, PA

About The Position

McKee Risk Management, Inc., an RPS company, is seeking a detail-oriented Staff Accountant to support its financial operations. McKee provides underwriting, claims, and risk control solutions to select groups of insureds through a network of agents and brokers. The role supports financial accuracy, sound business decisions, and collaboration across the organization and with clients. The Staff Accountant performs routine and non-routine accounting and clerical functions and provides support in areas such as general accounting, accounts receivable, accounts payable, and related functions. The position also works with underwriting teams, insurance carriers, agents, brokers, clients, and other internal and external parties to resolve accounting and servicing matters. The role requires a professional, service-oriented approach and compliance with applicable regulations, company policies, procedures, and internal controls. Cross-training in Premium Audit processes and backup support may be provided as needed.

Requirements

Bachelor’s degree in Business, Accounting, Finance, or a related discipline.
3–5 years of related experience.
Previous experience in the insurance industry is required.
Proficient knowledge of business systems and applications, including word processing, spreadsheets, databases, C1, Silver, and related equipment used to perform job functions.
Ability to work under limited supervision and demonstrate technical knowledge of a variety of concepts in the field.

Responsibilities

Perform routine and non-routine clerical and accounting functions in accordance with procedures and company guidelines.
Provide accounting support in general accounting, accounts receivable, accounts payable, premium audit, and related functions.
Reconcile bank accounts, general ledger accounts, payment receipts, and other financial records; monitor cash balances and investigate discrepancies.
Review Trial Balance Reports to identify and resolve discrepancies and ensure accounting record accuracy.
Prepare, review, and remit monthly premium reports to insurance carriers.
Prepare deposit slips and make physical bank deposits as required.
Assist with annual insurance carrier audits and provide supporting documentation.
Perform OFAC screening and maintain documented backup coverage as appropriate.
Serve as an accounting contact for brokers and clients regarding accounts receivable matters.
Process agent commission payments, agency bill statements, and agency invoices.
Retrieve payment information from bank records as needed.
Maintain customer account information, including balances, delinquencies, incomplete files, and ACH information.
Follow up on delinquent accounts and assist with collection-related inquiries.
Compile amounts owed, verify invoices, prepare vouchers, issue payments, and record accounts payable transactions.
Remit monthly payments to insurance carriers as required and maintain accurate payment and supporting documentation.
Gather financial and operational data, prepare reports, and develop ad hoc reports as requested.
Coordinate with underwriting teams and internal departments to resolve accounting matters, including agency bill, commission, payment, and onboarding issues that may affect client relationships.
Build and maintain working relationships with internal departments, insurance carriers, agents, brokers, clients, and other external parties to resolve accounting and servicing issues.
Communicate with internal and external customers to understand and address routine and non-routine questions and needs in a professional, service-oriented manner.
Comply with applicable regulations, company policies, procedures, and internal controls.
Receive cross-training in Premium Audit processes and provide backup support as needed.
Perform other duties as assigned.