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Staff Accountant

Remote

Convelo is a managing general agent and wholesale broker positioned perfectly to give agents and brokers easy access to the most competitive specialty insurance products in the healthcare, senior living, non-profits, human services, and other sectors. Convelo is a socially conscious organization boasting an amazing culture of relentless grit and continuous improvement. We go to work every day to positively affect people's lives and we strive to do the same for our employees.

 

 

Responsibilities:

· Apply cash receipts from clients and insurance carriers.

· Process account payable invoices to vendors and carriers.

· Record direct bill commissions accurately.

· Administer monthly commission payments to agents.

· Monitor and follow up on accounts receivables collections.

· Analyze and report on weekly cash flow needs.

· Assist with month-end and year-end closing processes.

· Post monthly journal entries.

· Prepare monthly account reconciliations (i.e. Bank reconciliations, fixed assets, etc.)

· Assist in processing and reconciling tax payment

· Support day-to-day accounting operations.

· Ensure accurate data entry and maintain accounting records.

· Participate in process improvement and automation initiatives.

· Perform other accounting duties or projects as assigned.

Qualifications:

· Minimum of 2-3 years of accounting experience; insurance industry experience preferred.

· Bachelor’s degree in accounting or related field.

· Strong knowledge of premium trust accounting.

· Experience with an MGA (Managing General Agency) preferred.

· Experience with IMS or another Agency Management System.

· Proficiency in Microsoft Excel.

· High attention to detail and accuracy.

· Ability to work independently and collaboratively.

· Strong analytical, organizational, and communication skills.

· Ability to identify and implement process efficiencies.

 

Convelo is a proud Equal Opportunity Employer. Convelo is committed to the principle of equal employment opportunity for all employees and to providing employees with a work environment free of discrimination and harassment. All employment decisions are based on business needs, job requirements and individual qualifications without regard to race, color, religion or belief, national, social or ethnic origin, sex (including pregnancy), age, physical, mental or sensory disability, sexual orientation, gender identity and/or expression, marital, civil union or domestic partnership status, past or present military service, family medical history or genetic information, family or parental status, or any other status protected by the laws or regulations in the locations where we operate. Convelo will not tolerate discrimination or harassment based on any of these characteristics. We believe that variety in experience makes us stronger as individuals, as communities, and as a company. Fostering an environment where all employees feel empowered to bring their authentic self to work is our priority

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