Description
AppleOne is proud to present:
GENERAL PURPOSE
Under moderate supervision, performs daily accounting and financial functions, including the handling of operational funds. Interacts regularly with internal and external business partners to ensure financial information related to the insurance agency is accurate and that quality control standards are met.
SPECIFIC RESPONSIBILITIES
Duties are listed based on the estimated percentage of time. Other responsibilities may be assigned.
Responsibilities
Reviews, codes, and enters insurance carrier commission revenue and premium payment adjustments for clients and client employees into applicable systems and applications on a daily basis to ensure accurate data feeds to the general ledger and internal review by Finance and Insurance Operations teams.
Verifies the completeness and consistency of financial transactions to ensure internal controls, regulatory requirements, and company policies are met.
Researches and reconciles insurance revenue commissions and premium payment adjustments across applicable systems and applications to ensure financial accuracy and quality standards.
Provides first-level responses to email, mail, and phone inquiries from Finance, Insurance Operations, and Compliance teams, as well as external partners such as insurance carriers and general agents, ensuring timely and professional service.
Maintains departmental procedures to ensure documentation remains current and accurate; recommends updates to improve efficiency.
Participates in projects or special assignments as requested.
COMPANY VALUES
Act with integrity and professionalism.
Provide outstanding service and build trusted relationships.
Continuously seek opportunities to improve processes and outcomes.
Collaborate effectively and support team success.
Demonstrate accountability and follow through on commitments.
Treat colleagues and partners with respect and dignity.
REQUIREMENTS
Consideration may be given to candidates with a degree in lieu of direct experience.
Education
Bachelor’s Degree in Accounting, Finance, or a related discipline – Preferred
Work Experience
1 year of experience in accounting, finance, or the insurance industry – Preferred
Skills and Abilities
Basic to moderate Microsoft Excel skills, including formatting, lookups, and use of formulas and functions.
Familiarity with Microsoft Access or other relational database tools to support research and reconciliation activities.
Experience with HRIS or financial systems is a plus.
Strong attention to detail, organizational skills, and ability to manage routine deadlines.
Equal Opportunity Employer / Disabled / Protected Veterans
The Know Your Rights poster is available here:
https://www.eeoc.gov/sites/default/files/2023-06/22-088_EEOC_KnowYourRights6.12.pdf
The pay transparency policy is available here:
https://www.dol.gov/sites/dolgov/files/ofccp/pdf/pay-transp_%20English_formattedESQA508c.pdf
For temporary assignments lasting 13 weeks or longer, the Company is pleased to offer major medical, dental, vision, 401k and any statutory sick pay where required.
We are committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please contact your staffing representative who will reach out to our HR team.
AppleOne participates in the E-Verify program in certain locations as required by law. Learn more about the E-Verify program.
https://e-verify.uscis.gov/web/media/resourcesContents/E-Verify_Participation_Poster_ES.pdf
We also consider for employment qualified applicants regardless of criminal histories, consistent with legal requirements, including, if applicable, the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance. Pursuant to applicable state and municipal Fair Chance Laws and Ordinances, we will consider for employment-qualified applicants with arrest and conviction records, including, if applicable, the San Francisco Fair Chance Ordinance. For Los Angeles, CA applicants: Qualified applications with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act.
#8820
Entry Level