Deposit Specialist
Company: Brown & Brown, Inc.
Location: Daytona Beach
Posted on: January 25, 2023
Job Description:
Built on meritocracy, our unique company culture rewards
self-starters and those who are committed to doing what is best for
our customers.
Proud to be the fifth largest independent insurance brokerage in
the country, Brown & Brown offers tailored insurance services &
solutions. We are seeking a Depositspecialist to join our growing
team in Daytona Beach!
The Deposit Specialist reports directly to the Direct Bill Team
Leader, assisting with daily, monthly & yearly accounting and
operations tasks, focusing on Deposits. Responsible for monitoring
and recording daily banking activity, which includes accounts
receivable and direct bill deposits. Agency bill and direct bill
reconciliations.
WHAT YOU'LL DO:
- Monitor daily banking activity
- Recording all daily bank transactions, including check
deposits, EFT's, etc.
- Track current direct bill receivable, advising Team Leader of
activity
- Ensure all support for transactions is processed and filed
accurately and timely in agency management systems.
- Receipt, record Direct Bill Commission Received
- Collaborate with Accounting & Administrative team on day-to-day
banking activity.
- Operate a personal computer and appropriate software packages
or their equivalent.
- Follow Agency and FO audit guidelines, policies, and
procedures.
- Leverage software automation for process efficiencies.
- Analyze and identify trends to become subject matter expert
within scope of assigned carrier partner.
- Build courteous and successful relationships with carriers and
profit centers to maintain efficient practice.
- Promote teamwork, support, knowledge sharing and a positive
attitude in the department and office.
- Participate in training opportunities to remain current on
industry information, new product development, legislation,
coverages, and technology including professional development and
continuing education.
- All other duties as assigned.
- Receive and process invoices; apply the correct invoice coding
for department and expense type.
- Identify and code prepaids accordingly and schedules expense
amortization.
- Prepare and schedules vendor payments according to trade
discounts and payment terms
- Leverage software automation for process efficiencies.
- Collaborate with profit centers to resolve errors.
- Research and respond to inquiries from internal and external
customers.
- Build courteous and successful relationships with vendors and
profit centers to maintain efficient practice.
- Promote teamwork, support, knowledge sharing and a positive
attitude in the department and office.
- Participate in training opportunities to remain current on
industry information, new product development, legislation,
coverages, and technology including professional development and
continuing education.
- All other duties as assigned.
WHAT YOU'LL NEED:
- High School diploma
- 1+ years functioning in an accounting department
- Proficient knowledge in Microsoft Windows environment,
especially Excel
Preferred:
- Bachelor's Degree in a finance-related field.
WHAT WE OFFER:
- Excellent growth and advancement opportunities
- Competitive pay based on experience
- Discretionary Time Off (DTO)
- Generous benefits package: health, dental, vision, 401(k),
etc.
- Employee Stock Purchase Plan
We are an Equal Opportunity Employer. We take pride in the
diversity of our team and seek diversity in our applicants.
Keywords: Brown & Brown, Inc., Daytona Beach , Deposit Specialist, Accounting, Auditing , Daytona Beach, Florida
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