SIGNERS

Accountant

• Apply daily cash receipts from agents and insurance carriers.
• Record direct bill commissions accurately.
• Process daily accounts payable invoices to vendors and carriers.
• Administer monthly commission payments to agents.
• Process monthly return premium invoices.
• Monitor and follow up on accounts receivables collections.
• Assist in processing and reconciling tax payments.
• Complete month bank reconciliations across multiple accounts.
• Support day-to-day accounting operations.
• Assist with month-end and year-end closing processes.
• Analyze and report on weekly cash flow needs.
• Post monthly journal entries.
• Ensure accurate data entry and maintain accounting records.
• Participate in process improvement and automation initiatives.
• Perform other accounting duties or projects as assigned.

Staff Accountant

Support Engineer

• Process new business, renewals, endorsements, audits, cancellations, and reinstatements for accounts
• Support direct bill and all agency bill types of billing structures as assigned
• Maintain accurate policy records, documentation, and activities in Applied EPIC according to OTech standards
• Review carrier-issued policies, invoices, and notices for accurate and timely data entry
• Issue Certificates of Insurance, Evidence of Property (EOPs), and Auto ID cards using CSR24 and EPIC
• Follow documentation standards, naming conventions, and attachment protocols
• Enter daily work on a Production Tracker
• Participate in workflow documentation updates and operational enablement initiatives
• Meet quality and production standards while maintaining data accuracy and documentation integrity
• Adhere to turnaround SLAs for assigned workflows
• Achieve assigned volume goals for all accounts

Staff Accountant

Operations Technical Support Associate