Staff Accountant - Third Party Administration

July 22, 2010

Jacksonville, FL

OVERVIEW OF POSITION

This position exists to fulfill administrative contractual obligations to Third Parties for whom we administer their business.  This includes the accurate and timely processing of monthly, quarterly and annual reporting.  This position would oversee the financial reporting group within LOTSolutions.

STANDARD DUTIES

  • Responsible in making sure Third Party accounting transactions are properly accounted for, and reports are prepared, analyzed and delivered on a timely basis.
  • Responsible for Third Party billing and settlements.
  • Responsible for coordinating and leading Third Party audits.
  • Responsible for meeting Third Party client needs as they relate inquiries on reported amounts.
  • Responsible for coordinating and leading efforts to complete special projects as requested by Third Parties.
  • Directly accountable for the preparation and completion of all supplemental reporting/filings for various Third Party companies.  This includes (but not limited to) state data calls, credit and policy insurance experience exhibits, and other required filings.
  • Responsible for oversight of cash and client reconciliations for Third Party clients.

OTHER DUTIES

  • Maintain/prepare procedure manuals for existing and newly acquired Third Party business.
  • Assist with conversions of new business as they pertain to Third Party relationships to include setting up reporting and system profiles to capture monthly activity.

PERFORMANCE CRITERIA

  • Manage and oversee Financial Reporting staff for LOTSolutions.
  • Be a self starter and show ability to meet deadlines and goals in a limited time frame.
  • Ability to effectively deal with other company departments and outside agencies.
  • Ability to work independently, requires minimal supervision, and makes effective decisions to complete work assignments.
  • Ability to work well with associates in other areas on required work assignments.

KNOWLEDGE, SKILLS and PRIOR EXPERIENCE REQUIRED

  • Four year college degree in accounting with a GPA of at least 3.5, preferably masters degree or CPA.
  • Advanced knowledge and understanding of statutory accounting principles and fundamentals.
  • Six to Eight years experience in the insurance industry.
  • Five years management experience in accounting department
  • Experience with ordinary life/A&H products and an exposure to P&C & other related products.
  • Wide degree of creativity and latitude is expected to accomplish tasks.
  • Excellent communication skills, both oral and written.
  • High degree of tact and good judgment, especially with auditors and outside agencies.
  • Advanced mathematical, software, and problem solving skills.

Minimum salary:   $50,000 per year

Normal Hours:   Monday - Friday      8:00am - 4:30pm

Full-time with benefits.  

SEND RESUME TO:   careers@fortegrafinancial.com

Visit our website at:   www.fortegrafinancial.com