Senior Accounting Analyst – Underwriting

Amwins; Charlotte (NC); On-site; USD 75,000 - 95,000; Full time

Benefits offered by this job

Medical Insurance

Dental & Vision

401(k) with company match

Paid Time Off (PTO)

Parental Leave

Employee Assistance Program

Job summary

Amwins seeks a Senior Account Analyst to support management by analyzing and reconciling receivable transactions and safeguarding company assets. The role involves reviewing complex accounts, communicating with internal and external customers, and maintaining high service levels.

Under supervision, you will work with the Accounting Supervisor, handle premium billing inquiries, and mentor new hires while contributing to essential financial processes and timely remittance activities.

Qualifications

• Bachelor’s degree in Accounting or Finance or equivalent experience.
• 4+ years’ experience in Premium Accounting preferred.
• Strong knowledge of Insurance Industry accounting and processes.
• Excellent written and verbal communication skills.

Responsibilities

• Review intercompany receivables and payables per protocol.
• Reconcile and monitor complex accounts and premiums.
• Respond to inquiries from Underwriters, Brokers, or Finance in a timely manner.
• Identify and resolve discrepancies within the subledger with internal/external parties.
• Assist Manager with ad hoc projects and develop business metrics.

Skills

Analytical thinking

Problem solving

Excellent written and verbal沟通

MS Office / Excel

Education

Bachelor’s Degree in Accounting or Finance

Tools

Accounting Software

Excel

Job description

The Senior Account Analyst supports Management in the monitoring and safeguarding of company assets, achieved through analyzing and reconciling receivable transactions. Reconcile and monitor larger and more complex accounts. Effectively communicates with internal and external customers, while successfully maintaining a high level of customer service. Duties are performed under direct supervision. This position reports directly to the Accounting Supervisor.

Responsibilities

• Ensure timely review of intercompany receivables and payables per accounting protocol
• Review and respond timely to Underwriter/Broker/Finance inquiries
• Reconcile payment support to transactions in Accounting System
• Review and direct premium billing inquiries promptly from customers / clients to the appropriate teams
• Identify and resolve accounting discrepancies within the accounting subledger and work with Internal/External clients and Accounts Payable Analysts and Market Partners to provide resolution
• Process adjustments and write-offs within Analyst authorized threshold
• Review and maintain aged reports.
• Ensure demand letters and collection requests are processed timely
• Ensure timely remittance of return premium to Retailer
• Review and clear Unapplied Cash Items in accordance with protocol
• Research and analyze cash applications within Accounting System and Wells Fargo CEO
• Monitor premium Audits and escalate in accordance with protocol
• Escalate Aged accounts to Supervisor and reconciling items according to protocol
• Train and Mentor New Hires
• Assist Manager/Supervisor with Ad Hoc projects
• Assist Management in identifying and developing business metrics

Qualifications

• Bachelor’s Degree- (Accounting or Finance preferred) or equivalent work experience
• 4+ years’ experience in Premium Accounting (preferred)
• Strong knowledge of Insurance Industry accounting, business processes and terminology
• Strong analytical and problem-solving skills
• Strong customer service skills
• Excellent written and verbal communication skills
• Able to work in a fast-paced environment and complete work within scheduled deadlines
• Strong Microsoft Office / Excel skills

The Amwins Advantage: Benefits & Perks Available to Full-Time US Based Employees

• Medical, Dental, Vision available your first day of employment

• Choice of medical plans through Blue Cross Blue Shield; Kaiser available for CA employees

• Mental health support including:

• Virtual therapy

• Digital coaching

• 24/7 EAP counseling

• Company-paid Basic Life & AD&D Insurance, Short-Term Disability, and Employee Assistance Program

• Health Savings Account with company contributions

• Health Care FSA, Dependent Care FSA, and CommuterBenefits

• Parental Leave and Adoption Assistance

• Voluntary coverage options:

• Life Insurance

• Critical Illness

• Accident

• Identity Theft Protection

• Retiree medicalbenefitsavailable for Medicare-eligible retirees

• 401(k) with company match

• Generous Paid Time Off and Company Holiday Schedule

• Collaborative, continuing education focused work environment

• Career advancement opportunities