Clerical Accounting Associate chez Superior Insurance Partners LLC
Superior Insurance Partners LLC · Chicago, États-Unis d'Amérique · Onsite
- Junior
- Bureau à Chicago
Superior Insurance Partners is a rapidly growing insurance brokerage platform, focused primarily on providing commercial lines, personal lines, and employee benefit solutions to companies and individuals. Superior acquires and partners with leading independent insurance agencies primarily in the Midwest and Eastern US. The company’s mission is to improve the lives of its agency partners. Superior does this by creating a highly tailored plan for each of its agency partners to help them achieve their goals, and providing customized resources including accounting/finance, recruiting, HR, AMS/IT, marketing, and M&A support. Agency partners are aligned through long-term economic incentives while leveraging the benefits of best practices, scale, and resources across Superior’s shared platform.
Superior is backed by Tyree & D'Angelo Partners (“TDP”), a leading Chicago-based private equity firm that makes control ownership investments in, and partners with, lower middle market businesses with the goal of creating meaningful value for all involved. TDP is currently investing out of its third fund and has managed and created over $3 billion of capital and company enterprise value. TDP has significant experience investing in service businesses and has completed over 1000 investment partnerships in its history.
Position Description: Clerical Agency Accounting Associate
The Clerical Accounting Associate will have day-to-day "hands on" responsibility for working with agency accounting to improve efficiency of processes to meet monthly deadlines. This position will also work closely with the Direct Bill Accounting Manager on development and implementation of continuous improvement of processes.
Key Duties & Responsibilities
- Pulling and organizing carrier commission statements from websites
- Updating carrier login information in password tools
- Updating contact information for future automation
- Pulling daily bank detail
- Pull, organize and save deposited check details
- Recording cash receipts
- Incoming EFT items
- Other ad hoc projects as requested by manager
Desired Competencies
- Team-first orientation - demonstrated respect for all individuals, high integrity, and mature character.
- High proficiency with Microsoft Excel, as well as Outlook and Word.
- Flexibility to work in a largely paperless environment.
- Required High School Diploma or equivalent
- Preferred Associate's Degree or equivalent /Technical school or equivalent
- Experience with EPIC and NetSuite preferred
Key Personal Attributes
- A proactive and passionate advocate for the business.
- Exhibits confidence in self and others; Inspires and motivates others to perform well.
- Creates a sense of team spirit and helps to create a positive work environment.
- Treats people with respect, keeps commitments; works with integrity and ethically. Upholds organizational core values. Follows through on commitments.
- Strong work ethic, detail-driven and a commitment to doing whatever it takes to get the job done.
- Demonstrates exceptional follow through.
Compensation Range $45,000-$55,000 plus benefits
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