Senior Accounting Analyst – Underwriting

Amwins Group; Charlotte (NC); On-site; USD 60,000 - 85,000; Full time

Job summary

Amwins Group in Charlotte, NC seeks a Senior Account Analyst to support management by analyzing and reconciling receivable transactions, with focus on intercompany items and premium billing inquiries. You will communicate with internal/external customers and maintain high service levels under supervision.

Responsibilities include reconciling complex accounts, processing adjustments, monitoring aged reports, and mentoring new hires while assisting the Accounting Supervisor on ad hoc projects and

Qualifications

• Bachelor’s degree or equivalent experience.
• 4+ years’ experience in Premium Accounting.
• Strong knowledge of Insurance Industry accounting, processes and terminology.
• Strong analytical and problem-solving skills.
• Excellent written and verbal communication skills.
• Able to work in a fast-paced environment and meet deadlines.

Responsibilities

• Ensure timely review of intercompany receivables and payables per accounting protocol.
• Review and respond promptly to Underwriter/Broker/Finance inquiries.
• Reconcile payment support to transactions in the Accounting System.
• Review and direct premium billing inquiries from customers/clients to the appropriate teams.
• Identify and resolve accounting discrepancies with internal/external clients and AP Analysts.
• Process adjustments and write-offs within 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 per protocol.
• Research and analyze cash applications within Accounting System and Wells Fargo CEO.
• Monitor premium audits and escalate per protocol.
• Escalate aged accounts to Supervisor and reconciling items.
• Train and mentor new hires.
• Assist Manager/Supervisor with ad hoc projects.
• Assist Management in developing business metrics.

Skills

Premium accounting knowledge

Analytical skills

Communication skills

Insurance industry knowledge

Education

Bachelor’s Degree- Accounting or Finance

Job description

2550 West Tyvola Road Suite 600 Charlotte, North Carolina 28217

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 elevate 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
• Excellent written and verbal communication skills
• Able to work in a fast-paced environment and complete work within scheduled deadlines

Voluntary Self-Identification

For government reporting purposes, we ask candidates to respond to the below self-identification survey.Completion of the form is entirely voluntary. Whatever your decision, it will not be considered in the hiringprocess or thereafter. Any information that you do provide will be recorded and maintained in aconfidential file.

As set forth in Amwins Group’s Equal Employment Opportunity policy,we do not discriminate on the basis of any protected group status under any applicable law.

If you believe you belong to any of the categories of protected veterans listed below, please indicate by making the appropriate selection.As a government contractor subject to the Vietnam Era Veterans Readjustment Assistance Act (VEVRAA), we request this information in order to measurethe effectiveness of the outreach and positive recruitment efforts we undertake pursuant to VEVRAA. Classification of protected categoriesis as follows:

A "disabled veteran" is one of the following: a veteran of the U.S. military, ground, naval or air service who is entitled to compensation (or who but for the receipt of military retired pay would be entitled to compensation) under laws administered by the Secretary of Veterans Affairs; or a person who was discharged or released from active duty because of a service-connected disability.

A "recently separated veteran" means any veteran during the three-year period beginning on the date of such veteran's discharge or release from active duty in the U.S. military, ground, naval, or air service.

An "active duty wartime or campaign badge veteran" means a veteran who served on active duty in the U.S. military, ground, naval or air service during a war, or in a campaign or expedition for which a campaign badge has been authorized under the laws administered by the Department of Defense.

An "Armed forces service medal veteran" means a veteran who, while serving on active duty in the U.S. military, ground, naval or air service, participated in a United States military operation for which an Armed Forces service medal was awarded pursuant to Executive Order 12985.