Summary 
Provide expertise in data analysis and accounting functions for Insurance Managing General Agency specializing in niche risk types.  Act as liaison between Management, Corporate Accounting and staff. Oversee accounting review functions related to office and review with Management regularly. Assist with questions from staff related to financial items and more.  Provide reporting and insights to Management.

Essential Functions

Investigate and report on accounting discrepancies, correct when within authority

Answer accounting related questions for customers and staff

Initiate accounting related notice of cancellation letters

Regularly review and manage Aging AP & Aging AR in conjunction with Corporate Accounting

Provide review and guidance on return premium and refund checks

Review producer payable reports for accuracy prior to payment

Make recommendations about possible write offs

Review weekly voucher report for action needed with staff

Reconciliation of checks cut against requested list

Liaison with 3rd Party Finance Company for endorsements, errors, issues

Coordinate payment for carriers with Corporate Accounting

Manage Vendor invoice payment process with Corporate Accounting

Creation of Power BI reports within agency management system

Work with Management on forecasting

Provide various reports including, but not limited to, profitability calculation by program, market share, rate change analysis, program trends, etc.

Assist with Income Budget preparation

Assist with audit inquiries

Assist with calls from clients, brokers, and companies as needed, including collecting payments and sending invoices

Perform other duties as assigned

Competencies to be expected within 3-6 months

Understand PPIB Office Workflows and Processes

Understand Overview of PPIB Programs

Requirements:

Strong, demonstrable skills in Excel including Pivot Tables, Word, editing/form creation in Adobe, Power BI

4 years accounting background preferred

Knowledge of Insurance / Surplus Lines preferred

Passion for details and accuracy

Strong logical and critical thinking

Problem solving skills/enjoys puzzles

Excellent organizational and time management abilities

Flexible with change and juggling priorities

Manage multiple tasks at once

Other Duties
Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice. 

Additional Info:

Remote work available if located more than 75 miles from Petaluma, CA office OR Hybrid work schedule if within 75 miles of office

Work Hours M-F 8:30AM to 5:00PM Pacific Time

Disclosure required under applicable state or municipality regulations: The expected salary range for this position is $65,000 to $75,000 and will be impacted by factors such as the successful candidate’s skills, experience and working location, as well as the specific position’s business line, scope and level. HUB International is proud to offer comprehensive benefit and total compensation packages which could include health/dental/vision/life/disability insurance, FSA, HSA and 401(k) accounts, paid-time-off benefits, and eligible bonuses, equity and commissions for some positions.

Department Account Management & Service

Required Experience: 2-5 years of relevant experience

Required Travel: No Travel Required

Required Education: High school or equivalent

HUB International Limited is an equal opportunity and affirmative action employer that does not discriminate on the basis of race/ethnicity, national origin, religion, age, color, sex, sexual orientation, gender identity, disability or veteran's status, or any other characteristic protected by local, state or federal laws, rules or regulations. The EEO is the Law poster and its supplement is available here at http://www.dol.gov/ofccp/regs/compliance/posters/ofccpost.htm .

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