#LI-OD1 #LI-Hybrid
ResponsibilitiesEssential Functions and Primary Duties
- Enter commissions received into commission accounting systems in an accurate and timely manner
- Ensure batch totals entered into accounting system (Applied Epic) reconcile to the amount recorded in the Deposit Register. Any differences are to be investigated and resolved
- Resolve a full range of internal and external requests (i.e. discrepancies)
- Perform clerical work such as scanning, running reports, Filing, copying, faxing etc.
- Assist with training on subject matter (i.e. commission accounting tasks)
- Become proficient in the use of commission accounting system and understand the ramifications of data entered and its impact on the financial operations of the company
- Additional responsibilities as assigned
Preferred Qualifications
- Accounting and insurance experience or accounting education
- Basic math skills
- Proficient use of Excel
- Ability to analyze and prioritize multiple responsibilities
Qualifications
Minimum Qualifications Required
High school diploma or GED required
Bachelor’s Degree or two years of experience on a specialized subject matter
Must maintain current required licenses and certifications relevant to field of expertise
Demonstrates the ability to communicate verbally and in writing throughout all levels of organization, both internally and externally
Effective customer service skills
Proficient use of applicable technology
Ability to work in team environment as well as independently
Ability to analyze and prioritize multiple responsibilities
CBIZ, Inc. (NYSE: CBZ) is a leading professional services advisor to middle-market businesses nationwide. With industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers actionable insights to help clients anticipate what is next and discover new ways to accelerate growth. CBIZ has more than 9,500 team members across 23 major markets coast to coast.
CBIZ strives to be our team members' employer of choice by creating an environment where team members are appreciated, recognized for their contributions, and provided with opportunities to grow, both personally and professionally, throughout their careers.
Together, CBIZ and CBIZ CPAs are ranked as one of the top providers of accounting services in the United States. CBIZ CPAs is an independent CPA firm that provides audit, review and attest services, while CBIZ provides business consulting, tax and financial services. In certain jurisdictions, CBIZ CPAs operates under its previous name, Mayer Hoffman McCann P.C.
Skills Required
- High school diploma or GED
- Bachelor's degree or two years of experience in a specialized subject matter
- Maintain current licenses and certifications relevant to the field of expertise
- Verbal and written communication skills across all organizational levels
- Effective customer service skills
- Proficiency with applicable technology
- Ability to work independently and in a team environment
- Ability to analyze and prioritize multiple responsibilities
- Accounting and insurance experience or accounting education
- Basic math skills
- Proficiency with Microsoft Excel
What We Do
Named one of the "Best & Brightest Places to Work for" in the Nation, CBIZ, Inc. (NYSE: CBZ) provides professional business services that help clients better manage their finances and employees. CBIZ provides its clients with financial services including accounting, tax, financial advisory, government health care consulting, risk advisory, real estate consulting, and valuation services. Employee services include employee benefits consulting, property and casualty insurance, retirement plan consulting, payroll, life insurance, HR consulting, and executive recruitment. As one of the nation’s largest brokers of employee benefits and property and casualty insurance, and one of the largest accounting and valuation companies in the United States, the Company’s services are provided through more than 100 Company offices in 33 states. CBIZ is associated with Mayer Hoffman McCann P.C. (MHM)*, a national, independent CPA firm. Through this association, we offer audit and attest services.
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