Description
Position Overview: Perform data entry and reconciliation of specific state surplus lines tax filings per state guidelines Job Responsibilities: Maintains established policies and procedures, objectives, quality assurance program and safety standards. Identifies process improvements and carries through to implementation. Develops new processes/procedures to improve quality, efficiency and/or customer service. Keeps informed of regulations and procedures affecting finance and accounting procedures. Prepares, enters, uploads per state surplus lines tax requirements assigned. Performs reconciliation for states assigned and helps in preparing payments per state surplus lines guidelines Effectively communicates with owners, department directors and staff. Handles customer service calls for both internal and external customers. Responds to inquiries in a timely manner. Performs other job duties and responsibilities as required.
Requirements
- Education and Work Experience Four years of work experience in Accounting and/or Insurance Industry. MAS500 experience preferred or other related large Accounting Financial System preferred.
- Knowledge Skills & Abilities: Ability to organize and present information in a neat and effective manner.
- Ability to manage multiple tasks, while keeping focused on the details. Ability to work with minimum supervision and a sense of urgency.
- Ability to exercise good judgment.
- Ability to grasp new tasks/software/equipment quickly, efficiently and accurately.
- Detail oriented. Positive demeanor and a willingness to learn. Team player with a proactive approach to problem solving.
- Ability and willingness to take initative. Perform all functions assigned in an accurate and timely manner. Exercises good judgment in areas of moderate to high complexity when the situation warrants.
- Typing of 45 wpm.
- Specific knowledge of Microsoft office, including word, outlook and excel. Specific computer knowledge, as well as working in an office environment.
- Ability to answer phones, including conference calls, possible multiple lines.
- Ability to use a 10-key calculator by touch. Ability to be self-directed and goal oriented. Moderate knowledge of accounting principles, and ability to research moderately to highly complex accounting issues to solve problems.
- Possess strong written and oral communication skills. Ability to set and meet priorities & deadlines of responsibilities in line with established month end and year end closing dates
- Looked at as a rising leader within this company. A Go to/helper/problem solver.
- Ability to not just answer a question but answer how and why.
- Must be able to multitask, analyze complex information, and balance items quickly and accurately.
- Typical Physical Demands: Requires prolonged sitting. May require lifting-up to 25 pounds.
