Quick Overview
Job Description
Job Description
Job Description
The Senior Staff Accountant manages commission statements, reconciles accounts, and resolves discrepancies. Oversees premium and commission receivables, coordinating payments with clients, accounts, and agents. Prepares and validates journal entries for financial reporting, supports audits, and analyzes commission-related variances. Builds strong relationships with internal and external stakeholders while collaborating with Sales, Underwriting, and Finance teams to ensure accuracy in commission processes.
Minimum Qualifications
Bachelor's degree in Accounting or equivalent work experience.
At least 5 years of accounting experience required.
Insurance industry experience preferred.
Basic understanding of profit share or retrospective commissions.
Primary Job Functions
Account reconciliations including resolution of reconciling items
Maintain a list of all aged account receivable balances by associated client, account, or agent
Running periodic reports, including monthly and quarterly analytics as assigned, including research of variances
Preparation of ledger account reconciliations including resolution of reconciling items
Review and validation of monthly closing and reporting
Identify and review controls for operational processes
Audit request tracking and support preparation/gathering
Assist with setup and validation of month end reporting and system profiles to create commission statements and capture monthly activity
Other ad-hoc requirements, projects and duties as needed and assigned.
The above-cited duties and responsibilities describe the general nature and level of work performed by people assigned to the job. They are not intended to be an exhaustive list of all the duties and responsibilities that an incumbent may be expected or asked to perform.
Skills & Competencies Required
Requires some knowledge of a specialized function or skill
Developing real trade craft and skills
Advanced MS Excel ability
Excellent communication skills, both oral and written
Oracle General Ledger experience a plus
High degree of tact and good judgment, dealing effectively with auditors, other company departments, and internal and external clients
Be a self-starter and show ability to meet deadlines and goals in a limited time frame.
Able to work independently, requires minimal supervision, and makes effective decisions to complete work assignments
Additional Information:
Full benefit package including medical, dental, life, vision, company paid short/long term disability, 401(k), tuition assistance and more. Recruitment Updates
Fortegra has recently been made aware of unauthorized communications regarding career opportunities by individuals not associated with Fortegra or our recruitment team. Fortegra will only contact you from the Fortegra domain address (@fortegra.com).
If you receive a message from someone posing as a Fortegra recruiter via text message, WhatsApp, Telegram or other messaging platform, please report it as phishing and block the sender. Fortegra is not accepting unsolicited resumes from search firms for this position.
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