Accounting Assistant
Accounting Assistant
Posted on :
28-03-2023
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Job Description
Would you like to be part of one of the Top 10 Insurance Brokerages in Canada? Looking for a role that will help you grow and advance your career? At Oracle RMS, we are a fun, energetic and fast-paced insurance brokerage growing with a need to fill new roles within the Oracle RMS family.
Our unique culture encourages employees to enroll in higher education, webinars and training for professional growth and qualify for more advanced positions in the company. We have a flexible work environment and offer a strong benefits and vacation package.
We re looking for an Accounting Assistant to join our accounting team. Reporting to the Controller, your job responsibilities will include the following:
Requirements
Responsibilities:
- Reconciling insurance company statements
- Reconciling monthly bank statements
- Reconciling inter-company / branch balances
- Handling daily bank deposits
- Generating weekly aged A/R reports, distributing to respective producers and following up on overdue amount
- Analyzing monthly credit card expenses and making relevant entries in the system (BMS)
- Processing payments (Trust and General account)
- All other duties assigned by the supervisor
Technical Skills:
- At least two years accounting experience.
- Experience in the insurance brokerage is preferred (not must)
- Experience with QuickBooks
- Your attention to detail is superb.
- Your time management skills are top notch and your ability to prioritize and meet deadlines is your forte.
Benefits
At Oracle RMS, we offer a robust benefits and vacation package that covers:
- Medical Benefits
- Dental Care
- Vision Care
- Disability Insurance
- Extended Health Care
Salary will be commensurate with experience. We thank all applicants but only those being considered will be contacted.
Oracle RMS Insurance Risk Management Services is an equal opportunity employer. Accessibility accommodations are available throughout our entire recruitment process. Applicants need to make their needs known in advance.
Primary Duties Develop and maintain positive client relations Positive demeanor and outlook when it comes to customer management and service Collaborate with our Underwriters daily and maintain a strong and positive relationship Review property appraisals reports and identify recommendations E-Docs/Renewal lists review and handle accordingly Manage client policy renewals as well as re-market existing clients when necessary Process outstanding payments and banking information changes Transact and Invoice Agency Bill Policy Follow up on abeyances on a daily basis Quote policy changes through CQ and company portals Assist and Account Executives with renewals, policy changes and new business Ability to problem solve and use appropriate judgment when assessing a risk or issue Qualifications Must have a Registered Insurance Brokers of Ontario license in good standing (RIBO) - CIP or CAIB certification is an asset Sound knowledge of the insurance industry, policies and products 1 to 2 years experience as a Personal Lines Account Manager/CSR/TSR Excellent Customer Service, Communication and Computer skills with Microsoft Office experience. Ability to work as a team and work well under pressure Superior organizational, verbal and written communication skills Knowledge of Power Broker and Applied Rating (CompuQuote) is an asset
Employment Type
Full Time
Key Skills
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