Reviews all Banking Transactions for appropriate documentation
Accurately applies Cash Receipts in accordance with Customer payment
Responds to all internal and external requests and inquiries in a timely manner
Partners with internal Account Managers to clear Cash on Account and collaborates to research and respond to discrepancies with Customer payments and invoicing
Processes refunds of premium and correspondence relating to refunds
Reconciles carrier statements, researches and corrects discrepancies on Net Return Premium
Partners with the Accounting team on month end closing
Maintains files and documentation thoroughly and accurately, in accordance with company policy and accepted accounting practices
Oversees Trust Bank Accounts
Creates and maintains correspondence for the payment of administrative fees, commissions, access fees and overpayments
May train new employees regarding Relation Accounting processes and procedures
Identifies and recommends process improvements as needed
Performs other projects, duties, and tasks, as assigned.

High school diploma or equivalent required
Two-year associate’s degree in accounting, finance, economics, business, statistics or related field preferred
Minimum 2 years of experience in finance and accounting
Intermediate knowledge of accounting rules, regulations, policies and procedures that is reflective of the financial service industry
Working knowledge of Microsoft applications especially Word and Excel
Working knowledge of rules and regulations associated with HIPAA
Advanced analytical and mathematical skills
Advanced interpersonal skills; strong oral and written communication
Ability to prioritize multiple projects, meetings and deadlines
Willingness to adhere to all principles of confidentiality.

Competitive pay
A safe and healthy work environment provided by our robust benefit program including family health and wellness programs
401K
Employee assistance programs
Paid time off
Paid holidays

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Key skills