The Senior Staff Accountant manages commission statements, reconciles accounts, and resolves discrepancies. Oversees premium and commission receivables, coordinating payments with clients, accounts, and agents. Prepares and validates journal entries for financial reporting, supports audits, and analyzes commission-related variances. Builds strong relationships with internal and external stakeholders while collaborating with Sales, Underwriting, and Finance teams to ensure accuracy in commission processes.
Minimum Qualifications:
- Bachelor's degree in Accounting or equivalent work experience.
- At least 5 years of accounting experience required.
- Insurance industry experience preferred.
- Basic understanding of profit share or retrospective commissions.
Primary Job Functions:
- Account reconciliations including resolution of reconciling items
- Maintain a list of all aged account receivable balances by associated client, account, or agent
- Running periodic reports, including monthly and quarterly analytics as assigned, including research of variances
- Preparation of ledger account reconciliations including resolution of reconciling items
- Review and validation of monthly closing and reporting
- Identify and review controls for operational processes
- Audit request tracking and support preparation/gathering
- Assist with setup and validation of month end reporting and system profiles to create commission statements and capture monthly activity
- Other ad-hoc requirements, projects and duties as needed and assigned.
The above-cited duties and responsibilities describe the general nature and level of work performed by people assigned to the job. They are not intended to be an exhaustive list of all the duties and responsibilities that an incumbent may be expected or asked to perform.
Skills & Competencies Required:
- Requires some knowledge of a specialized function or skill
- Developing real trade craft and skills
- Advanced MS Excel ability
- Excellent communication skills, both oral and written
- Oracle General Ledger experience a plus
- High degree of tact and good judgment, dealing effectively with auditors, other company departments, and internal and external clients
- Be a self-starter and show ability to meet deadlines and goals in a limited time frame.
- Able to work independently, requires minimal supervision, and makes effective decisions to complete work assignments
Additional Information:
Full benefit package including medical, dental, life, vision, company paid short/long term disability, 401(k), tuition assistance and more.
Recruitment Updates
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What We Do
Fortegra offers a variety of innovative insurance and reinsurance products, from consumer protection products to specialty program insurance. With an A.M. Best Financial rating of A- Excellent and total assets in excess of $2.47 Billion, we have the financial strength and stability you need in an insurance partner. As part of our full-service and vertically integrated approach we offer premium finance, credit protection and policy/claim administration.






