Job description
Overview:
The Ideal Candidate
Working with us will give you the opportunity to do work that matters while you learn with us, advance with us, and most importantly, grow with us.
WT Phelan Insurance (originally established 1898), an
AssuredPartners company, is a full-service insurance agency, located in the heart of Woburn, Massachusetts. Conveniently located off of Highways 95 & 93. AssuredPartners has Hybrid Work Environment Opportunities available.
The Ideal Candidate
- You are a dependable true professional that enjoys being the Controller's “right hand”
- You naturally have a customer service mindset and thrive on being dependable
- Your communication skills, both verbal & written, are a strong part of your professional aptitude
- And you are an Excel wizard (think: pivot tables, Lookups, formulas, graphs, etc.).
If this sounds like you, we invite you to keep reading and apply!
Responsibilities:
- Accounts receivables: compile, research, post. Follow up on past due accounts.
- Computes, classifies, records, and verifies numerical data for use in maintaining accounting records.
- Collect Direct Bill statements, research discrepancies and work with outside vendor to ensure all commissions are posted correctly and in a timely manner
- Banking: Compile and post the deposits. Minimal travel is required as this position is responsible for going to the bank.
- Other duties and projects as they may be assigned. #LI-JLO
- 3+ years Accounts Receivable experience; or equivalent combination of education and previous accounting experience.
- High proficiency in Excel and MS Office Suite (required)
- Systems: AMS360, Bank Of America CashPro (experience preferred but not required)
AssuredPartners is passionate about fueling our clients’ innovation and growth. That makes us the perfect place for creative, dynamic people who want to grow their career while helping businesses, families and people thrive.
We’re proud to be the fastest-growing independent insurance broker in America, but we’re even prouder of the honest, caring relationships that our employees build with our clients every day.
Working with us will give you the opportunity to do work that matters while you learn with us, advance with us, and most importantly, grow with us.
AssuredPartners is committed to embracing diversity, equity and inclusion to create a workplace that welcomes and thrives on the unique experiences, perspectives and contributions of all team members. AssuredPartners is bringing the best people and most diverse talent forward to drive growth, innovate and think bigger!
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