JOB SUMMARY: Performs all types of financial transactions and record keeping functions, 

including but not limited to government cooperative and private sector consortium accounting as 

well as database management.

SUPERVISORY RESPONSIBILITY: None

ESSENTIAL DUTIES AND RESPONSIBILITIES:

1. Develop, implement and maintain accurate accounting procedures.
2. Process accurate financial reporting for clients and deliver on a timely basis.
3. Process stop loss claims with reinsurance carriers. 
4. Create and maintain monthly invoices for clients and reconcile against carriers’ invoicing.
5. Participate in the auditing process.
6. May oversee finance specialist or assist with internal audit process, data entry and weekly and monthly claim process; provide and maintain consistent workflow.
7. Participate in special projects as necessary.

These duties and responsibilities are intended to describe the general nature and level of work involved for this job. This is not an exhaustive list of all duties or responsibilities.

PHYSICAL REQUIREMENTS:

1. Must be able to sit or stand and type utilizing computer for up to 80% of the workday.
2. Occasional travel required.

QUALIFICATIONS:

1. Bachelor’s degree in Accounting/Finance or similar field required, may substitute comparable experience for education.
2. 2-5 years Finance or Accounting experience, preferably in the insurance industry.

KNOWLEDGE, SKILLS AND ABILITIES:

1. General knowledge of accounting principles and practices.
2. Attention to detail and accuracy is required.
3. Ability to exercise sound judgment in resolving accounting discrepancies.
4. Excellent computer skills required, specifically with NetSuite, Microsoft Excel and Access software.
5. Excellent communication skills in both verbal and written format required.
6. Strong planning, multi-tasking and organizational skills.
7. Effective time management skills are required to meet deadlines.

JOB SPECIFIC COMPETENCIES:

1. Customer Focus – Makes customers and their needs a primary focus of one’s actions; readily readjusts priorities to respond to pressing and changing client demands with a sense of urgency; shows interest in and understanding of the needs and expectations of internal and external customers; gains customer trust and respect; meets or exceeds customer expectations.
2. Productivity – Is dependable to work assigned schedule and perform assigned tasks; possesses the necessary job skills and knowledge; delivers work/projects accurately and on time; accomplishes critical tasks with measurable results.
3. Interpersonal Skills – Establishes and maintains effective working relationships with others inside and outside the organization; treats others with dignity and respect; coordinates work effectively with team members; manages conflict constructively; provides timely and honest feedback in a manner which is productive; demonstrates effective listening skills; articulates clear communications (oral and written) with others.
4. Initiative – Identifies what needs to be done and takes action without being asked or required to; suggests process improvements; initiates self-development efforts; seeks additional job responsibilities to assume; looks for new ways to contribute to the business; is proactive; takes prompt action to accomplish objectives.