Accounting Specialist

Qualifications
Leadership: Lead by example
Communication: Communicate clearly and dynamically
Interpersonal: Treat people with respect
Work: Deliver the highest levels of excellence
1-2 years of experience in a business environment, preferably in an accounting role
Responsibilities
Summary: To help accomplish the Mission and Vision of Kraus-Anderson Insurance by providing unparalleled customer service by exceeding each unique client request, resulting in high levels of retention and additional sales through account rounding and cross-selling
Commit to personal growth in both technical expertise and industry knowledge
Understand and actively work toward agency goals and strategies
Understand and actively round accounts by offering additional agency services
Vendor Payables – Timely and accurate payments to our vendors
Carrier Payables – Timely and accurate payment of insurance policies to our carriers
Invoice distribution to clients: Oversee Automated process
Process Mail Distribution to department
Receivables: Process daily deposit, apply against client balances and reconcile client accounts
Collections: Manage light collection process with collaboration with production staff and CFO
Reporting: Accounts receivable reporting to production staff and agency leadership
Assist department with various responsibilities and projects
Complete additional projects as developed and assigned by your supervisor or management
Required Committee Participation
Regularly attend and participate in client specific industry associations and programs to network and identify areas of industry opportunities
Time Management: Schedule your time productively
Job description
Summary: To help accomplish the Mission and Vision of Kraus-Anderson Insurance by providing unparalleled customer service by exceeding each unique client request, resulting in high levels of retention and additional sales through account rounding and cross-selling. Commit to personal growth in both technical expertise and industry knowledge.

Responsibilities
• Understand and actively work toward agency goals and strategies
• Understand and actively round accounts by offering additional agency services
• Vendor Payables – Timely and accurate payments to our vendors.
• Carrier Payables – Timely and accurate payment of insurance policies to our carriers.
• Invoice distribution to clients: Oversee Automated process.
• Process Mail Distribution to department.
• Receivables: Process daily deposit, apply against client balances and reconcile client accounts
• Collections: Manage light collection process with collaboration with production staff and CFO.
• Reporting: Accounts receivable reporting to production staff and agency leadership.
• Assist department with various responsibilities and projects.
• Complete additional projects as developed and assigned by your supervisor or management.

Required Committee Participation
• Regularly attend and participate in client specific industry associations and programs to network and identify areas of industry opportunities.

Core Competencies
• Leadership: Lead by example.
• Communication: Communicate clearly and dynamically.
• Interpersonal: Treat people with respect.
• Work: Deliver the highest levels of excellence.
• Time Management: Schedule your time productively.

Qualifications/Work Environment/Physical Demands:
• 1-2 years of experience in a business environment, preferably in an accounting role
• Strong Excel skills along with overall Microsoft Office programs is a plus