Keys monthly and annual accounting entries.

Daily processing of vendor and commission payments.

Process commission statements in a timely fashion.

Work with Accounting to validate and deposit check payments and resolve any issues regarding Direct Billed and Agency Billed commissions.

Advises leadership on the need for write-offs, commission deductions, etc.

Holds difficult conversations with agents on the need for commission deductions, accounting explanations, etc.

Answer billing and commission inquiries and document communication.

Run the unbilled policies report every other month to check for outstanding items.

Update policy information on the system.

Invoice policy renewals and endorsements and request refunds to be issued.

Understands insurance contracts, their impact and oversees the accounting associated with changes in the contracts.

Requests payoffs and unearned commission to be sent to the finance company from accounting

Prepare monthly reconciliations of all general ledger accounts.

Provide external auditors with requested information answer questions.

Cross train with positions and back up other accounting related positions within KFB Agency.

Consistently demonstrate a high level of professionalism through honesty and integrity, competency, reliability, demeanor, specialized knowledge, organizational skills, accountability, and self-regulation.

Act as a professional representative of the brokerage and Kentucky Farm Bureau Mutual Insurance Company by exhibiting our Guiding Principles.

Special projects, as assigned.

Contribute to overall Agency growth, profitability, and department morale.

Regular, predictable attendance as employee has to physically be in the office.

OTHER RESPONSIBILITIES

Timely production of monthly reports.

Bachelor’s degree in Accounting or Finance preferred, or a combination of formal education, training, and experience to acquire knowledge and skills generally equivalent to those possessed by a college graduate.

Associate in Accounting and Finance (AIAF) designation preferred.

Associate in Insurance (AINS) designation required or commitment to obtain within two years.

Active Kentucky Agent’s property and casualty license required, or must be successfully obtained within 90 days of employment. License must be maintained in good standing while in this position.

Experience with AMS 360 (or a similar agency management system) required.

Must be a self-starter and possess strong interpersonal, organizational and time management skills.

Ability to work well with others, both inside and outside the organization.

Ability to work under minimal supervision.

Demonstrate leadership and a supportive attitude toward organizational goals.

JOB SPECIFICATIONS

Physical demands: Normal vision/hearing (with or without correction); Speaking.

Mental demands: Analytical reasoning; Prolonged concentration; Ability to work under time pressure; Ability to problem solve and conduct research.

Environmental factors: Standard office lighting, temperature, and noise.

Equipment: Telephone; Keyboard; Calculator; Copier; Scanner; Fax Machine; Personal Computer.