Basic Function:
Toconfirm that all monthly premium and commission transactions are completedtimely and accurately through our management system, and that all month-endreports are completed and forwarded to appropriate personnel. Also, to reconcile all commission statements,premium finance statements, and carrier downloads to confirm accuracy.Follow-up with Carriers and Producers for discrepancies. This position will berequired to be an authority on Applied Epic, and it's use by the agency, andwill be a resource for anyone needing help using the system.
Essential Duties and Responsibilities
· Deliver consistent, high-qualityservice to internal and external customers and maintain strict confidentialityin all bank matters.
· Reconcile commissionstatements.
· Process carrier downloads.
· Process Accounts Payable and make payments.
· Reconcile bank account statements.
· Monitor Accounts Receivable and generate agedreceivables reports monthly, and as needed.
· Generate Producer Commission statements.
· Produce the agency Balance Sheet.
· Perform any otherrelated duties as required or assigned.
Knowledge, Skills and Abilities:
· Able to work responsibly with little supervision
· Careful attention to detail and timemanagement
· Professional appearance
· Able to multi-task
· Excellent organizational skills
· Accounting degree
· 5 years related experience
* Epic experience preferred
Reasonable accommodation maybe made to enable qualified individuals with disabilities to perform theessential functions. First Community Bank is an EO employer – Veterans/Disabled and other protected classes.
