Tampa, FL 33609
Commissions Posting Vouchers, Issuing Checks, monthly
EAP Formula Earnings Printing Reports, doing calculations, corresponding/reporting to home office, monthly
Paying Agency Bills weekly
Agency Bills Billing Agents, Posting Payments, Bank Deposits, monthly/weekly
Financial statements - monthly
Bank Statement reconciliation monthly
Doing Cash Reports for GA - monthly
Prepare financial packet and meet with GA, monthly
Year End Financial requirements:
- Taxes Sending All Financial Information to CPA and Making Journal Entries
- 1099 s Verifying Information in System Correct, Dealing with Any Agent/Broker Issues, Researching & Filing with the IRS. Making Corrections.
- Audits Communicating/working with auditor and gathering quarterly reports, files as needed for review for the Annual Workers Comp audit and Guardian s Life audit.
Club Reports, Researching Broker Issues, Filing Reimbursements, Special Agent Monthly Billing, HW and HWD
Computer Troubleshooting with computer tech.
Researching and renewing contracts, i.e Phone, Advertising, Internet, Insurance, Maintenance & Equipment.
Shopping for Agency, i.e. drinks, snacks, etc.
Backup other staff positions as needed
If interested please send a resume to: email@example.com
Follow up at (813)258-4101