Accountant – Direct Bill

NORTH CAROLINA LOCATIONS
 
System Search is currently recruiting for Direct Bill Accountants for North Carolina Locations including:

 
• Charlotte, NC

 
The Direct Bill Accountant will provide Accounting support to major Financial Accounting areas, including Accounts Payable, General Ledger Accounting, and Account Reconciliation.
 
Responsibilities of Direct Bill Accountant:

 

• Processes benefits, personal, and/or commercial lines direct bill commissions. Searches customer and policy numbers and enter premiums and commissions received from insurance carriers.
• Processes company commission due statements. Requires research to ensure funds have not already been paid to carriers; and initiate payments to carriers when necessary.
• Processes intercompany journal entries and commission re-classes and manages the direct bill receivables report.
• Reconciles direct bill general ledger accounts to ensure all monies deposited are appropriately recorded in the general ledger.(and all commission statements have been posted.
• Maintains the Monthly Revenue Log, Carrier Website Login spreadsheet, and DB commission statement folders.
• Communicates with carriers to obtain commission statements and pulls monthly statements from company websites.
• Communicates with company personnel to resolve discrepancies and exceptions and to verify policy and commission information.
• Reconcile Direct Bill General Ledger for month end closing and clear any outstanding items
• Post Direct Bill commission entries and commission download entries as needed
• Research & Resolve Direct Bill posting issues with outsourcing company and returning to them in a timely manner
• Performs other duties or projects as assigned.

 
Direct Bill Accountant Qualifications & Experience:

 
• BA in Accounting, Finance, Economics, Business or Statistics preferred
• Advanced course work in bookkeeping and accounting
• Finance and accounting experience preferred
• Insurance experience preferred
• Basic 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.
• Advanced analytical and mathematical skills.
• Advanced interpersonal skills; strong oral and written communication.
• Advanced problem solving, relationship management and critical thinking skills and the ability to prioritize multiple projects, meetings and deadlines.
• Willingness to adhere to all principles of confidentiality.
• Must value operating in a collaborative work environment.
• Willingness to assist internal and external customers with any concerns.
• Ability to show initiative, good judgment, and resourcefulness.
• Ability to work independently and on a team.