Accounting Assistant Generalist

Performs general accounting functions and customer services calls related to premium customer service functions for the Company and the RRG subsidiary. The employee will be responsible for assisting in general accounting functions, such as accounts receivable and accounts payable back-up, invoicing, and  banking activities, as well as assisting insureds with questions regarding payments to LAMMICO; its bank lockbox, invoice questions, assistance with online and premium finance payments or financing. The employee will work in a team environment with members of the Finance department and with other departments in the organization such as the Underwriting and IT departments, researching and resolving the proper application of premiums to policies and to resolve issues with online payments.

Reports directly to the VP of Finance & Controller

• Works in a cooperative manner with management, coworkers, customers, and vendors; seeks to support LAMMICO’s mission and vision in daily operations
• Meets assigned target dates and objectives; helps ensure that department quality, service, and productivity standards are met.
• Will prepare monthly deductible billing, ensuring invoices and supporting documentation is mailed timely to insureds and payments are properly posted and deposited. Work under the direction of Senior Accountants on any issues, past due payment calls or notices, and customer service calls related to deductibles
• Maintain and audit the listing of insureds with Letters of Credit and correspond with the Underwriting department on any issues, follow-up with insureds on renewals of Letters of Credit
• Reconcile loss fund accounts in Workday accounting system and communicate with Senior Accountant regarding any account balance deficiencies
• Deposit and log all miscellaneous deposits received
• Responsible for daily insured invoice process
• Serve as a back up for insured premium receivable posting and daily cash balancing activities
• Serve as a backup for accounts payable processing in Workday accounting system
• Update the daily cash activity for subsidiary companies
• Answers calls daily from insureds related to payments and payment related issues
• Works with the Finance, IT and Underwriting Departments to investigate and resolve customer payment related issues
• Assists customers with service issues from the current online payment vendor
• Maintain a strong working relationship with the online payment provider
• Understand the various finance options and be able to assist customers with questions
• Directs customer service issues that are not payment related to the appropriate department
• Timely follow up with insureds on payment related issues
• Responsible for working with the bank on premium related payment issues
• Responsible for researching issues with the online payment company vendor using their reports platform and working with key individuals at the vendor  
• Suggests and implements new controls and process improvements in the customer service and online payment areas
• Assists in the annual financial statement audit and state examinations by providing necessary documentation and testing support, as well as answering questions
• Printing of invoices for customers who request copies
• Responsible for learning the OASIS core operating system- Accounts Receivable function
• Serve as a back up for cash reconciliations in Workday
• Review of vendors and insureds for compliance with OFAC regulations by utilizing the compliance software

• Other responsibilities and special projects as assigned
• Other reporting as required by the VP of Finance and Controller
• Serve as a back up to the Insurance Payable functions
• Serve as a back up for certain banking activities
• Serve as a back up to the Sr. Accounting Assistant
• Other account reconciliation functions as needed
• Assists Sr. Accounts Receivable Coordinator as needed
• Assists with testing of Core Operating system upgrades

• High school diploma or Associate Accounting Degree
• Prior experience working in an accounting department
• Strong customer focus and team orientation
• Understanding of internal controls
• Ability to appropriately manage confidential and sensitive company and insured information
• Excellent communications skills with the ability to interact and collaborate effectively with employees at all levels within the organization
• Ability to manage customer service calls from insureds and provide excellent customer service to both internal and external customers
• Ability to manage time, set priorities, and work independently
• Proficiency in the use of Microsoft Office programs, including Teams

• Insurance industry experience
• Accounts Receivable and Payables experience
• Three years general accounting experience 
• Working knowledge of Medical Professional Liability products/coverages

• Working knowledge of the OASIS System (core system)
• Experience with Workday accounting system