Sr. Associate II - Partner Allocations

Job Title:  Sr Associate II – Partner Allocations

Department:  Acrisure Business Services

Location:  Remote or Hybrid

About Acrisure

Acrisure is a global Fintech leader that combines the best of humans and high tech to offer multiple financial products and services to millions of businesses and individual clients. We connect clients to solutions that help them protect and grow what matters, including Insurance, Reinsurance, Cyber Services, Mortgage Origination and more.

Acrisure employs over 17,000 entrepreneurial colleagues in 21 countries and have grown from $38 million to $4.3 billion in revenue in just over ten years. Our culture is defined by our entrepreneurial spirit and all that comes with it: innovation, client centricity and an indomitable will to win.

Job Summary:

The Accounting Senior Associate ll is responsible for recording, monitoring, and reconciling operational transactions on behalf of agency partners in addition to higher level projects. These transactions may include cash receipts, receivables, transfer of funds, direct bill commissions, and payables to insurance carriers, brokers & producers. The projects would entail metric creation, excel formula creation, and cleanup items for logins and Partner Allocations documents.  This position can be done remotely or hybrid from the home office located at Studio Park in downtown Grand Rapids, Michigan.

Responsibilities:

• Adaptable to learn team processes independently and agility to change responsibilities as needed.
• Review processes to determine the tasks needed & timeframe to complete.
• Handle large volume & complex processes or tasks for team & Agency Partners.
• Responsible for multiple carriers and monthly commission funds received and ensure funds are allocated and distributed properly and timely to multiple agency partners.
• Ability to utilize multiple systems and tracking reports to identify proper allocation of agency partner funds.
• Embrace a culture of continuous improvement developing strategies to maximize efficiencies and unlock capacity.
• Collaborate with associates on regional platform teams who are performing similar functions to ensure consistency, sharing issue resolutions and best practices.
• Collaborate with direct supervisors and associates to bridge any work gaps.
• Overall provide prompt, accurate, courteous, “best in class” service to agency partners, insurance companies, leadership team and all staff.

Requirements:

• Able to work independently and enjoy a high degree of interaction with team members
• Ability to contribute to a collaborative environment by consistently demonstrating teamwork, high motivation, positive behavior and effort to achieve goals and objectives
• Self-motivated and driven
• Maintain a sense of urgency and ability to work with and meet deadlines
• Demonstrate effective written and verbal communication, including the ability actively listen, and problem solve with minimal assistance
• Demonstrates excellent time management and prioritization skills using discretion surrounding sensitive or confidential information
• Attention to detail and commitment to a high level of accuracy
• Ability to maintain a professional demeanor and positive attitude

Education/Experience:

• High school diploma or equivalent accounting experience is required. Accounting degree preferred.
• Minimum of 1 year of accounting experience, preferred.
• Acrisure knowledge preferred
• PC skills including Word, Excel, Outlook, Internet Explorer are required.
• Efficient operation of 10-key pad.
• Knowledge of various agency management systems extremely helpful.

Benefits & Perks:

• Competitive Compensation
• Industry Leading Healthcare
• Savings and Investments
• Charitable Giving Programs
• Offering hybrid work option           
• Opportunities for Growth
• Parental Leave
• Generous time away