Staff Accountant

Alera Group
Mechanicsburg, PA
Job Description

Job Description

OVERVIEW

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Alera Group is looking for a Staff Accountant. We are seeking highly motivated colleagues who bring experience and enthusiasm to our team – joining us may be the perfect fit for you!


Alera Group was founded in 2017 and has grown to become the 15th largest broker of US business. We are passionate about our clients’ success in the areas of Employee Benefits, Property and Casualty Insurance, Retirement Plan Services, and Wealth Services. With a network of offices nationwide, our commitment to collaboration allows us to offer national resources combined with local service.

 


RESPONSIBILITIES

  • Commission Processing

    • Process commissions and commission-related payments using agency commission processing systems to ensure accurate and timely reporting to operations and financial stakeholders

    • Administer and maintain commission processing systems, including setup of:

      • New customers, policies, lines of coverage

      • Referral sources, producers, rate tables

      • Subsidiaries, carriers, and related electronic remittance mappings/layouts for import

      • Ensuring data integrity, accuracy, and population of key data fields

    • Ensure accurate and timely posting of fees, commissions, reimbursements, and expenses to agency commission systems for general ledger reporting

    • Utilize commission reporting software to:

      • Perform commission reconciliations

      • Analyze payments and identify missing carrier commissions, errors, and discrepancies for timely resolution

    • Maintain payment records, including current banking information for direct deposits and ACH payments with carriers and referral sources

    • Prepare and distribute commission statements for internal and external producers (directly or via alternate delivery methods such as an agent portal)

    • Assist with monthly accounting close processes at the office level to ensure accurate financial records for both the office and acquired business units

    • Respond to inquiries from internal and external stakeholders, including the Corporate Accounting Team

    • Seek and implement efficiencies in the commission processing workflow, including setup of electronic payments and remittances

  • Accounts Receivable

    • Prepare and distribute client invoices

    • Monitor accounts to identify outstanding balances and follow up with clients to encourage timely payments

    • Review and manage shared commission inboxes, following up on unanswered or pending emails

  • Accounts Payable and Payments

    • Review, submit, and code/tag all accounts payable processed via the Concur application or manual check request

    • Coordinate with the Alera Corporate Accounts Payable team to set up new vendors in the accounts payable system for timely and accurate payments

    • Facilitate timely processing of periodic premium payments to insurance carriers via ACH


QUALIFICATIONS

  • 3+ years in a position equivalent to a staff accountant or commission accountant

  • Intermediate to advanced Microsoft Office skills (Excel, Word, Outlook), including data report manipulation for analysis such as sorting, filtering, and use of pivot tables

  • Knowledge of industry CRM and commission processing software (Sagitta, Applied Epic, AMS360, AgencyBloc)

  • Excellent communication skills – written, verbal, and listening – with the ability to relate well to people at all levels of the organization

  • High level of emotional intelligence combined with proactive and strategic interpersonal communication, information collection and evaluation, and workflow management

  • Strong strategic and analytical abilities, critical thinking skills, sound judgment, and practical common sense

  • Energetic and solutions-oriented with hands-on operational skills and a positive, entrepreneurial attitude

  • Highly organized with meticulous attention to detail, capable of handling multiple priorities with a strong sense of urgency

  • Able to collaborate constructively and work well with staff at all organizational levels

  • Thrives in fluid, highly collaborative environments; adaptable to a variety of workstyles and remains calm under pressure

  • Able to sit for three to four (3–4) hours at a time while working on the computer


ADDITIONAL INFORMATION

This job is expected to be performed on-site in the office.


Alera Group offers comprehensive benefits to our colleagues, including medical, dental, life and disability insurance, 401k, generous paid time off and much more.


We're an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status, or any other protected class.

Alera Group is committed to protecting your privacy. Please review our Privacy Policy to understand what personal information we may collect and use as part of your application process.

 

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