Job Description

Overview

The Accounting assistant position will handle numerous financial related tasks, while under the direct oversight of the business administrator and owner.

Core Duties

·         Making deposits to our fiduciary account three times a week and the main expense account once a week. 

·         Reconcile QuickBooks daily.

·         Reconcile Agency management system financials daily. 

·         Processing customer payments as needed.

·         Pay bills weekly. 

·         Checking producer commission statements for discrepancies and correcting in management system. 

·         Filling out new carrier acquisition forms.

·         Calling overdue clients and helping with payments. 

·         Assisting producers with commercial client down payments.

·         Track company expenses and gather receipts. 

·         Help gather Atlas Insurance tax information for our CPA

·         Run weekly financial statements and reports for Administration

·         Keep licensed agents aware of state licensing renewals and notify management for any non-renewals. 

·         Process timecards and staff bonus info and email payroll processing the information. 

·         Keep track of Employee PTO, vacation, and any other time off hours. 

·         Order office supplies and equipment as necessary

Education & Experience

·         Experience with accounts payable and receivable

·         QuickBooks experience preferred.

·         Experience with financial statements and general account practices preferred

·         Bachelor’s degree preferred, though not required. 

Knowledge, Skills and Abilities

·         Proficiency with Microsoft Excel

·         Proficiency with QuickBooks

·         Excellent typing and writing skills

·         Demonstrated ability to communicate effectively and professionally with clients and internal staff

·         Demonstrated sense of urgency, initiative, responsiveness, and attention to detail

·         Proven ability to shift quickly from one task to another and to meet designated deadlines

Compensation

·         Competitive Salary / Benefits / PTO

Physical Requirements

·         Work from our Olan Mills Drive office in Chattanooga Monday through Friday 8:30am to 5pm ET.

·         Perform desk-based computer tasks with frequent sitting

·         Occasionally stand / walk, write by hand, use the telephone, lift / carry / push / pull objects that weigh 11-20 pounds, rarely twist / bend / stoop / squat

·         Travel to local banks to make deposits.  You will need to travel in your own vehicle, company will compensate for milage.  

Work Standards

·         Showing the utmost respect for clients and colleagues of other cultures, races, religions, colors, and orientations, including on social media, at all times

·         Demonstrating commitment to personal responsibility and value for safety and respect; communicating concerns; using and promoting safe, respectful behaviors

·         Being subject to and expected to comply with all applicable policies and procedures of Atlas Insurance Agency LLC

·         Maintain the highest level of confidentially and adherence to HIPAA and best accounting practices. 

·         Maintaining the highest ethics