Gorman Insurance Personnel Consultants

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SR Staff Accountant - Garden City, NY (hybrid)

SR Staff Accountant 

Location Garden City - Hybrid


Our clienta large Regional Broker known for its pleasant and professional hybrid remote work environment requires a Senior Staff Accountant to report directly to Accounting & Operations Leader, assisting with daily, monthly, & yearly accounting/operation tasks. Responsible for monitoring daily banking activity, accounts receivable, accounts payable, & Agency Bill and Direct Bill reconciliations. Additionally responsible for quarterly surplus lines tax filings, quarterly reporting, monthly AR distribution / management, and bad debt.


  • 1. Analyze financial information detailing income, expenses, earnings, assets, liabilities, and capital, and prepare balance sheet, profit and loss statement, and other reports to summarize current and projected company financial position based on past, present and expected operations. 
  • Appraise, evaluate, and inventory real property and equipment, recording necessary details meeting company guidelines. 
  • Review, reconcile, and resolve inconsistencies with accounts payable and accounts receivable. 
  • Audit contracts, orders, and vouchers, and prepare reports to substantiate individual transactions. 
  • Reconcile cash and direct bill deposits with client accounts and policies. 
  • Generate and distribute open client receivables report to service team in an effort to educe outstanding collections. 
  • Verify and maintain balance sheet. 
  • Process, document, and maintain records of all insurance company and vendor payable checks, and approved client return premiums. 
  • Generate, process, distribute, and maintain records of company account statements and vendor invoices. 
  • Reconcile and process payments. 
  • Maintain records of all paid and unpaid insurance company receivables ensuring accurate amounts due, as well as all paid and unpaid vendor payables. 
  • Collaborate with service team to resolve billing errors. 
  • Prepare and file monthly and quarterly surplus lines reports; and pay annual state filings for various states. 
  • Identify, monitor, process, and document state sales and use tax reports and corresponding entries. 
  • Promote teamwork, support, knowledge sharing and a positive attitude in the department and office. 
  • Collaborate with service team to assist with quoting, proposals, renewal and new case carrier submissions. 
  • Build courteous and successful relationships with vendors and carriers to maintain efficient practices

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To Contact Fred Gorman call 1-631-588-4200 Between 8AM & 9PM or Email Fred@GormanPersonnel.com

To Contact Terry Sanders day or evening call -516-496-4573 or email arielpc@optonline.net