About us
Diamond Cut Insurance is an independent insurance agency headquartered in Lynnwood, WA, and is a virtual office so everyone works remotely. We are professional, supportive, and work together for success. Ask our employees, and they will tell you that they love to work here!
Here at Diamond Cut Insurance, you will be an invaluable and appreciated part of our team. You will assist the Principles, Account Managers, and/or Producers with the agency’s book of business. It is expected that you will have a standing monthly meeting with the Principals to go over the reports you create.
This is a great opportunity for an experienced and savvy individual to join Diamond Cut Insurance. The right candidate must have experience working in a busy insurance office dealing with operating and trust accounts and experience using EPIC. You will also process payroll and be in charge of various other tasks, including but not limited to, below:
Responsibilities:
Use Applied Epic agency management system software to do the following including but not limited to:
- Prepare monthly financial reports.
- Reconciliation
- Carrier Agency Statements
- Producer and Broker Commissions
- Direct Bill Commissions
- Finance Agreement payments
- Journal entries
- Month End Closings
- Correct transacting errors that other employees might make and provide feedback to those employees when needed to prevent the error from occurring again.
- Set up checks in Epic to be printed.
- All duties involving Accounts Receivable/Accounts Payable
Banking/billing/payments
- Responsible for paying carrier invoices, and working with carrier to resolve possible billing issues
- Handle all bills and accounts payable setting everything up electronically if possible.
- Reconciliation
- Wire Transfers
- ACH payments
- Handle all bills and accounts payable setting everything up electronically if possible.
- Pay and enter agency operating bills.
Work with CPA for various items if needed.
Process Payroll and enter bi-weekly payroll reports.
All Agency licensing including business licenses, carrier appointment requirements, vendor licensing, and tracking employee licensing
Collecting appropriate new hire documentation
The requirements of this position are:
Experienced in the agency/broker side of the insurance business using EPIC agency management system.
You Are: Great communicator with the ability to work both independently and in a collaborate setting.
Depending on hours worked, you may or may not qualify for all the listed benefits. Once you get in the groove working
Job Types: Full-time, Part-time
Pay: $30.00 - $50.00 per hour
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Health insurance
- Paid time off
- Paid training
- Vision insurance
Schedule:
- Day shift
- Monday to Friday
Experience:
- Bookkeeping: 3 years (Required)
Work Location: Remote
