Controller

GENERAL JOB DESCRIPTION Reporting to the Controller, the Assistant Controller will provide high level support on all financial matters of the organization to ensure and oversee financial efficiency and success. TASKS/RESPONSIBILITIES Providing multiple tailored reports to leadership as needed. Manage daily deposits of organization. Entering of bills and making payments on certain timeframes depending on the carriers/brokers we work with. Reconcile company billings and account currents to be paid usually by the 15th of each month. Pull commission statements from all our carriers and then breakdown for different entities within our organization. Manually enter financial information for non-downloaded carrier policies. Prepare company payroll on the 15th and end of the month and break it down/post. Each pay period, make the contributions to financial institution. Oversee retirement plan eligibility and requirements. Reconcile bank statements. File surplus lines taxes to the State of Ohio (typically on a quarterly basis). Prepare commission statements to the producers at the end of the month. End of the month statements for the customers and balance accounts. 1099’s NEC process oversight. Prepare everything requested from accountants re: tax purposes. File and register with the Secretary of State. Breaking down credit card statements to be paid. Utilize the agency management system (Applied EPIC) for all servicing and processing tasks related to accounting functions. Continuously educate your knowledge of the accounting functions of an insurance agency. REQUIREMENTS Minimum of 3 to 5 years of similar related work experience required in insurance or similar industry. High School Diploma or GED required; Associates or Bachelor’s degree preferred. Current active driver’s license required. Experience using an agency management system (Applied TAM, Applied EPIC, AMS 360) preferred. Job Type: Full-time Pay: $60,000.00 - $70,000.00 per year Benefits: 401(k) 401(k) matching Dental insurance Health insurance Life insurance Paid time off Vision insurance Schedule: 8 hour shift Monday to Friday Ability to commute/relocate: Solon, OH 44139: Reliably commute or planning to relocate before starting work (Required) Experience: Industry Insurance: 1 year (Preferred) Work Location: In person