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CBIZ

Commission Accounting Specialist

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#LI-OD1 #LI-Hybrid

Essential Functions and Primary Duties

  • Enter commissions received into commission accounting systems in an accurate and timely manner
  • Ensure batch totals entered into accounting system (Applied Epic) reconcile to the amount recorded in the Deposit Register. Any differences are to be investigated and resolved
  • Resolve a full range of internal and external requests (i.e. discrepancies)
  • Perform clerical work such as scanning, running reports, Filing, copying, faxing etc.
  • Assist with training on subject matter (i.e. commission accounting tasks)
  • Become proficient in the use of commission accounting system and understand the ramifications of data entered and its impact on the financial operations of the company
  • Additional responsibilities as assigned

Preferred Qualifications

  • Accounting and insurance experience or accounting education
  • Basic math skills
  • Proficient use of Excel
  • Ability to analyze and prioritize multiple responsibilities

Minimum Qualifications Required

  • High school diploma or GED required

  • Bachelor’s Degree or two years of experience on a specialized subject matter

  • Must maintain current required licenses and certifications relevant to field of expertise

  • Demonstrates the ability to communicate verbally and in writing throughout all levels of organization, both internally and externally

  • Effective customer service skills

  • Proficient use of applicable technology

  • Ability to work in team environment as well as independently

  • Ability to analyze and prioritize multiple responsibilities

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