Job Details

Responsibilities

• Conduct sub-agent account analysis on demand.
• Entertain all sub-agent account inquiries daily (walk-in and telephone).
• Prepare and transmit Agent/Broker Statements monthly.
• Responsible for all sub-agents payments.  Receipt and update to sub-agent A/R.
• Review and update all sub-agent account adjustments (payment/invoices/credit and debit memos).
• Prepare and maintain monthly Business Written Reports (BWR) to be reviewed and submitted to Accounting Manager.
• Review, analyze and record P & C daily cash receipts on Sage100.
• Prepare and submit various recurring journal entries for P & C involving Saipan, sub-agent accrual, NUFIC (carrier) business, Auto-debit and P.A.I.D. business.
• Prepare and submit journal entries for credit card and checking/savings refunds.
• Prepare NUFIC`s monthly premium payable report. 
• Handle premium payables to other carriers for P&C. 
• Scan monthly reports to remote desktop for various reconciliation references. 
• Prepare and submit journal entries to credit sub-agent`s accounts for commission due on paid premiums each month.
• Prepare and submit journal entries to record discount on marine premium paid each month.
• Prepare and submit other journal entries deemed necessary affecting sub-agent accounts.
• Prepare P&C monthly bank account reconciliations.
• Assist in yearly audit and prepare P&C schedules related to agents and carriers.
• Assist and prepares check as needed daily.
• Assist in coordinating and maintaining file retention for Accounting Department.
• Management retains the discretion to add or change the duties of the job at any time.
• Performs other related duties as assigned

Position Requirements

• Bachelor`s of Business Administration with a concentration in Accounting or equivalent with two years of general accounting work experience preferred
• Property and life insurance work background preferred
• Must have knowledge of Microsoft Office (Excel, Word)
• 4D Property & Casualty System Software and Sage100 Accounting software knowledge preferred
• Excellent people skills
• Good command of the English language

Calvo`s Insurance Underwriters, Inc. is an Affirmative Action and Equal Opportunity Employer.