Premium Accountant

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 Responsible for the accurate and timely submitting of payment to insurance carriers. Assist in the auditing  of client transactions to ensure correct payment streams. Collaborate with the Account Managers to  research and respond to discrepancies with carrier statements and invoicing. Identify opportunities to  improve workflow process and procedures. Communicate effectively with carriers to ensure minimal  corporate financial risk related to payments. Create monthly accounts payable reports, develop action  plans, and communicate to the Agency Bill Manager. Train new employees regarding Relation Accounting  processes and procedures. 



  • Reviews all invoices for appropriate documentation and approval prior to payment.
  • Matches invoices to checks, obtain all signatures for checks and distribute checks accordingly.
  • Responds to all CSR/Company inquiries.
  • Processes refunds of premium and correspondence relating to refunds.
  • Reconciles carrier statements, researches and corrects discrepancies.
  • Assists in month end closing.
  • Maintains files and documentation thoroughly and accurately, in accordance with company policy and accepted accounting     practices.
  • Oversees Trust Bank Accounts.
  • Completes bank reconciliations.
  • Creates and maintains correspondence for the payment of administrative fees, commissions, access fees and overpayments.
  • Is responsible for making sure that premium is handled in a smooth, timely manner from when it is received for processing to the booking and closing of transmittals.
  • Serves as back-up for premium allocation systems.
  • Performs other duties as assigned.


  • Basic knowledge of accounting rules, regulations, policies and procedures that is reflective of the financial service industry.
  • Working knowledge of Microsoft applications especially Word and Excel.
  • Working knowledge of rules and regulations associated with HIPAA.
  • Advanced analytical and mathematical skills.
  • Advanced interpersonal skills; strong oral and written communication.


  • Advanced problem solving, relationship management and critical thinking skills and the ability to prioritize multiple projects, meetings and deadlines.
  • Willingness to adhere to all principles of confidentiality.
  • Must value operating in a collaborative work environment.
  • Willingness to assist internal and external customers with any concerns.
  • Ability to show initiative, good judgment, and resourcefulness.
  • Ability to work independently and on a team.


  • BA in Accounting, Finance, Economics, Business or Statistics preferred 
  • 2 years finance and accounting experience preferred