Senior Account Associate
1 month ago
**Job Title:** Senior Account Associate
**Job Summary:** We are seeking a highly skilled Senior Account Associate to join our team at Adept Global. As a Senior Account Associate, you will be responsible for processing, reconciling, and providing support to our clients.
**Key Responsibilities:**
- Log into insurance carrier online portals to download, compile, and save all statements.
- Analyze incoming payments to correctly record items into Agency Management Systems.
- Create and respond to internal inquiries to identify the placement of funds.
- Identify and process statements to apply commissions correctly.
- Perform research and create journal entries to move cash and revenue to appropriate divisions.
- Maintain and upkeep internal communications to avoid discrepancies.
- Ensure all tasks assigned are maintained, updated, and current to prevent a backlog.
- Build effective electronic correspondence that engages an effective partnership.
- Assist with the preparation of internal reports for tracking progress of placement of funds and reconciliation of insurance carrier statements.
- Accounting entries as per U.S. GAAP.
**Requirements:**
- Education requirement: CA / CPA / CMA preferred.
- 3-5 years experience in accounting/finance fields.
- Insurance experience preferred.
- Flexibility of working additional hours as needed based on business needs since the role supports US team.
- AMS 360 or EPIC software skills desired but not required.
**How to Apply:** Interested candidates kindly share your updated resume to husena@adeptglobal.com.
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