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Senior Accountant
Areas of Responsibility:
- Responsible for the monthly close process and preparation of all related documents and month end balances.
- Preparation of monthly financial statements and related footnotes.
- Daily cash management and reporting.
- Monthly reconciliations for all balance sheet accounts.
- Responsible for all necessary journal entries, both monthly and year end.
- Update and manage fixed assets.
- Preparation of various budget variance reports on revenue and expense detail.
- Review of payroll, as needed, working in conjunction with Payroll Manager and HR.
- Adhoc projects & reports
Position Requirements:
- Bachelor’s degree in accounting or related field.
- Must have minimum of 5 years’ experience in accounting.
- Ability to prioritize tasks.
- Must be adaptable, responsive, and enthusiastic.
- Must be a self-starter and have the ability to work independently and under supervision.
- Proven track record of building strong working relationships with employees while fostering a cooperative work environment.
- Ability to work collaboratively across departments and functions to design solutions to resolve problems.
- Demonstrates high standard of ethics.
- Proficiency in Microsoft Office and web applications.
- Results-oriented, driven, and self-motivated.
- Excellent verbal and written communication skills.
- Insurance agency management software experience a plus.
Physical Demands:
While performing the duties of this job, the employee may exert up to 20 pounds of force occasionally and/or a negligible amount of force frequently or constantly to lift and/or move objects. The employee is regularly required to reach with hands and arms; use hands to finger and grasp, using repetitive motions; talk and hear. The employee is frequently required to stoop. The employee is occasionally required to climb, balance, kneel, crouch, crawl, stand, walk, push, pull, lift and feel. This job requires the employee to have close visual acuity.
Working Conditions:
While performing the duties of this job, the employee is not substantially exposed to adverse environmental conditions.
Senior
Areas of Responsibility:
- Responsible for the monthly close process and preparation of all related documents and month end balances.
- Preparation of monthly financial statements and related footnotes.
- Daily cash management and reporting.
- Monthly reconciliations for all balance sheet accounts.
- Responsible for all necessary journal entries, both monthly and year end.
- Update and manage fixed assets.
- Preparation of various budget variance reports on revenue and expense detail.
- Review of payroll, as needed, working in conjunction with Payroll Manager and HR.
- Adhoc projects & reports
Position Requirements:
- Bachelor’s degree in accounting or related field.
- Must have minimum of 5 years’ experience in accounting.
- Ability to prioritize tasks.
- Must be adaptable, responsive, and enthusiastic.
- Must be a self-starter and have the ability to work independently and under supervision.
- Proven track record of building strong working relationships with employees while fostering a cooperative work environment.
- Ability to work collaboratively across departments and functions to design solutions to resolve problems.
- Demonstrates high standard of ethics.
- Proficiency in Microsoft Office and web applications.
- Results-oriented, driven, and self-motivated.
- Excellent verbal and written communication skills.
- Insurance agency management software experience a plus.
Physical Demands:
While performing the duties of this job, the employee may exert up to 20 pounds of force occasionally and/or a negligible amount of force frequently or constantly to lift and/or move objects. The employee is regularly required to reach with hands and arms; use hands to finger and grasp, using repetitive motions; talk and hear. The employee is frequently required to stoop. The employee is occasionally required to climb, balance, kneel, crouch, crawl, stand, walk, push, pull, lift and feel. This job requires the employee to have close visual acuity.
Working Conditions:
While performing the duties of this job, the employee is not substantially exposed to adverse environmental conditions.
Senior Accountant
Areas of Responsibility:
- Responsible for the monthly close process and preparation of all related documents and month end balances.
- Preparation of monthly financial statements and related footnotes.
- Daily cash management and reporting.
- Monthly reconciliations for all balance sheet accounts.
- Responsible for all necessary journal entries, both monthly and year end.
- Update and manage fixed assets.
- Preparation of various budget variance reports on revenue and expense detail.
- Review of payroll, as needed, working in conjunction with Payroll Manager and HR.
- Adhoc projects & reports
Position Requirements:
- Bachelor’s degree in accounting or related field.
- Must have minimum of 5 years’ experience in accounting.
- Ability to prioritize tasks.
- Must be adaptable, responsive, and enthusiastic.
- Must be a self-starter and have the ability to work independently and under supervision.
- Proven track record of building strong working relationships with employees while fostering a cooperative work environment.
- Ability to work collaboratively across departments and functions to design solutions to resolve problems.
- Demonstrates high standard of ethics.
- Proficiency in Microsoft Office and web applications.
- Results-oriented, driven, and self-motivated.
- Excellent verbal and written communication skills.
- Insurance agency management software experience a plus.
Physical Demands:
While performing the duties of this job, the employee may exert up to 20 pounds of force occasionally and/or a negligible amount of force frequently or constantly to lift and/or move objects. The employee is regularly required to reach with hands and arms; use hands to finger and grasp, using repetitive motions; talk and hear. The employee is frequently required to stoop. The employee is occasionally required to climb, balance, kneel, crouch, crawl, stand, walk, push, pull, lift and feel. This job requires the employee to have close visual acuity.
Working Conditions:
While performing the duties of this job, the employee is not substantially exposed to adverse environmental conditions.
Job Description:
The Customer Service Representative is for an individual with a minimum 3 years’ experience in the insurance industry. This role will report directly to the Unit Manager and provide customer service support to various retail agents (Brooks customers). The Customer Service Representative will actively work with carrier web sites to manage quoting, document distribution, binding and billing. This role will be located in the Brooks office located in Manalapan, New Jersey.
Responsibilities:
- Maintains and services new and renewal policies from quoting, binding, billing and throughout the policy term.
- Reviews applications for completeness and requests missing information from the retail agent, when required.
- Follows up on new and renewal quotes in an effort to maximize all new business quotes and retain renewals.
- Prepares and delivers the quote and policies to the retail agents
- Requests changes to policies as instructed by the agent.
- Maintains compliance with agency’s established processes.
- Keeps up to date with the various products and services the agency represents
- Provides proactive and solutions-oriented customer service to all internal and external queries
Position Requirements:
- 3 years’ experience in the insurance industry in a similar role.
- P&C License or equivalent industry experience
- BA/BS preferred
- Experience working with AIM (Vertafore) preferred
- Strong interpersonal and communication skills and the ability to communicate and build trusted relationships with all levels of staff and external contacts
- Significant attention to detail
- Provides a high quality product and takes ownership of work
- Excellent customer service skills
- Works with a sense of urgency as required to meet deadlines
- Acts in a diplomatic manner and responds promptly to customer needs/requests
- Able to prioritize workload and work under pressure
- Proficient in Microsoft Office applications – Word, Excel, etc., and basic computer skills
Physical Demands:
While performing the duties of this job, the employee may exert up to 20 pounds of force occasionally and/or a negligible amount of force frequently or constantly to lift and/or move objects. The employee is regularly required to reach with hands and arms; use hands and fingers to grasp, using repetitive motions; talk and hear. The employee is frequently required to stoop. The employee is occasionally required to balance, kneel, crouch, stand, walk, push, pull, lift and feel. This job requires the employee to have close visual acuity.
Working Conditions:
While performing the duties of this job, the employee is not substantially exposed to adverse environmental conditions.
BENEFITS
- Competitive Compensation Package
- Comprehensive Benefits, to include 401K, medical, dental, vision, life and disability, generous paid time off and holidays
- Employee Training Programs
- Professional Development
- Work-Life Balance
- Flexible Hours
Job Type: Full-time
Salary: $60,000.00 - $75,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Health insurance
- Paid time off
- Vision insurance
Job Description:
The Customer Service Representative (Unit Manager) is for an individual with a minimum 7 years’ experience in the insurance industry. The Customer Service Representative (Unit Manager) will actively work with carrier web sites to manage quoting, document distribution, binding, and billing. This role will be located in the Brooks office located in Manalapan, New Jersey.
Responsibilities:
- Maintains and services new and renewal policies from quoting, binding, billing and throughout the policy term.
- Reviews applications for completeness and requests missing information from the retail agent, when required.
- Follows up on new and renewal quotes in an effort to maximize all new business quotes and retain renewals.
- Prepares and delivers the quote and policies to the retail agents
- Requests changes to policies as instructed by the agent.
- Maintains compliance with agency’s established processes.
- Keeps up to date with the various products and services the agency represents
- Provides proactive and solutions-oriented customer service to all internal and external queries
Position Requirements:
- At least 7 years’ experience in the insurance industry in a similar role.
- P&C License or equivalent industry experience
- BA/BS preferred
- Experience working with AIM (Vertafore) preferred
- Strong interpersonal and communication skills and the ability to communicate and build trusted relationships with all levels of staff and external contacts
- Significant attention to detail
- Provides a high quality product and takes ownership of work
- Excellent customer service skills
- Works with a sense of urgency as required to meet deadlines
- Acts in a diplomatic manner and responds promptly to customer needs/requests
- Able to prioritize workload and work under pressure
- Proficient in Microsoft Office applications – Word, Excel, etc., and basic computer skills
Physical Demands:
While performing the duties of this job, the employee may exert up to 20 pounds of force occasionally and/or a negligible amount of force frequently or constantly to lift and/or move objects. The employee is regularly required to reach with hands and arms; use hands and fingers to grasp, using repetitive motions; talk and hear. The employee is frequently required to stoop. The employee is occasionally required to balance, kneel, crouch, stand, walk, push, pull, lift and feel. This job requires the employee to have close visual acuity.
Working Conditions:
While performing the duties of this job, the employee is not substantially exposed to adverse environmental conditions.
BENEFITS
- Competitive Compensation Package
- Comprehensive Benefits, to include 401K, medical, dental, vision, life and disability, generous paid time off and holidays
- Employee Training Programs
- Professional Development
- Work-Life Balance
- Flexible Hours
Job Type: Full-time
Salary: $85,000.00 - $100,000.00 per year
JOB TITLE: Senior Claims Examiner
LOCATION: Los Angeles, California (in-person)
COMPANY OVERVIEW:
Carl Warren & Company is a leading nationwide Third-Party Administrator (TPA) founded in 1944. Carl Warren has been a trusted partner specializing in property and casualty claims management, subrogation recovery, and litigation management for private and public sectors, insurance companies, and captives.
Our clients count on us to care for their needs when the unexpected happens. Our culture is derived from the people that create it. We are not different in what we do. We are different in how we do it. Our culture helps us collaborate, unite, and create a diverse workforce. Our people are at the core of our purpose, vision, mission, and values.
We offer competitive compensation and a comprehensive benefits package:
- 401k + employee match
- Medical, dental, vision, life, and disability insurance
- Paid Time Off (PTO)
- Paid Holidays
- Paid Sick leave
- Professional development programs
- Work-life quality and flexibility
RESPONSIBILITIES
- Executes client/Carl Warren strategies to achieve claims quality, customer service, and operational objectives.
- Proactively work claims to ensure file quality meets Carl Warren & Company Claim Handling Guidelines and client requirements.
- A high level of productivity measured according to the age and complexity of the assigned caseload.
- Maintains a timely diary of claims.
- Consistently achieves audit scores of 90% and above.
- Focuses on providing the client with an outstanding work product.
- Provides excellent customer service to internal and external customers.
- Develops strategies for claims resolution with file notes reflecting clarity, focus, control/management, and momentum.
- Identifies/utilizes vendors and effectively manages the vendors to achieve satisfactory results on both the expense and indemnity costs.
- Up to 25% travel for field work and court appearances.
QUALIFICATIONS
- Four or more years handling auto and/or general liability claims for a standard auto and/or general liability insurance carrier
- Two or more years experience handling litigated claims with a well-developed understanding of the litigation process
- College degree preferred
- Strong claim evaluation skills with the ability to identify the issues involved, formulate an action plan, assess liability, evaluate the damages involved, and put a settlement number on the claim and explain why
- Strong negotiation skills
- Must be able to function and support others in a team environment
- High level of personal responsibility and pride in work product
Visit us online at www.carlwarren.com
