Accountant, Accounts Receivable

Holmes Murphy is one of the nation’s largest privately held insurance brokerages. It is our mission to promote health, protect wealth, and deliver peace of mind to our clients. We pride ourselves on being a place where employees love what they do, and who they do it with! In fact, we live by our purpose statement of “Caring for your unique potential is our SOUL purpose!”

Offering a forward-thinking, innovative, and vibrant company culture, along with the opportunity to share your unique potential, there really is no place like Holmes! We truly believe every employee within our company contributes their own unique talents for the greater good, and we thrive on knowing our environment supports and cares for everyone’s individual strengths.

We are looking to add an Accountant to join our Accounts Receivable team in Waukee, IA. Candidates thrive in our environment when they harness their collaborative mindset, strong interpersonal communication skills, and a love of learning.

This role will perform accounts receivable functions in accordance with the objectives and procedures set forth by the management of Holmes, Murphy & Associates, Inc.

Duties:

Work closely with Leaders and Business Partners to:

Handle direct bill commission and cash receipts, including but not limited to:

• Receive electronic files from various sources, format and import into our agency management system. Post any entries that reject or are unavailable for import.
• Communicate with internal staff and insurance companies to resolve issues of producer commission, policies, and payment timing

Other tasks as assigned by supervisor, including but not limited to:

• Coordinate premium financing for clients with external premium finance companies.
• Prepare contingency reports to ensure proper producer commission pay calculations.
• Establish general ledger details/information for volume bonuses to make sure those payments are reported correctly on the division financial statements.
• Performs special projects and other duties as requested.

Knowledge, Skills, and Abilities:

• Ability to work with detail, follow directions and maintain a high level of accuracy.
• Working knowledge of Microsoft products and accounting systems.
• Ability to communicate well with persons at all levels of authority both verbally and in writing.
• Ability to learn and utilize advanced technology associated with job functions.
• Strong analytical and problem-solving skills.
• Capable of exercising discretion in confidential matters and uses independent judgement.
• Ability to perform multiple duties simultaneously during peak periods.
• Ability to be available for work on a daily basis for a minimum of 7.75 hours per day and for overtime as necessary to perform duties.
• Knowledge of standard accounting principles.
• Knowledge of federal and state tax guidelines and procedures. Ability to utilize calculator to perform various mathematical functions.
• Must be knowledgeable of and comply with HMA’s Client Privacy Policy, HIPAA regulations and E&O procedures and policies.

Qualifications:

• Education: High school diploma required; Degree in Accounting preferred.
• Experience: Minimum 1-2 years of accounting experience, preferably in the insurance industry.

Benefits:  In addition to core benefits like health, dental and vision, also enjoy benefits such as:

• Paid Parental Leave and supportive New Parent Benefits — We know being a working parent is hard, and we want to support our employees in this journey!
• Company paid continuing Education & Tuition Reimbursement — We support those who want to develop and grow.
• 401k Profit Sharing — Each year, Holmes Murphy makes a lump sum contribution to every full-time employee’s 401k. This means, even if you’re not in a position to set money aside for the future at any point in time, Holmes Murphy will do it on your behalf! We are forward-thinking and want to be sure your future is cared for.
• Generous time off practices in addition to paid holidays — Yes, we actually encourage employees to use their time off, and they do. After all, you can’t be at your best for our clients if you’re not at your best for yourself first.
• Supportive of community efforts with paid Volunteer time off and employee matching gifts to charities that are important to you — Through our Holmes Murphy Foundation, we offer several vehicles where you can make an impact and care for those around you.
• DE&I programs — Holmes Murphy is committed to celebrating every employee’s unique diversity, equity, and inclusion (DE&I) experience with us. Not only do we offer all employees a paid Diversity Day time off option, but we also have a Chief Diversity Officer on hand, as well as a DE&I project team, committee, and interest group. You will have the opportunity to take part in those if you wish!
• Consistent merit increase and promotion opportunities — Annually, employees are reviewed for merit increases and promotion opportunities because we believe growth is important — not only with your financial wellbeing, but also your career wellbeing.
• Discretionary bonus opportunity — Yes, there is an annual opportunity to make more money. Who doesn’t love that?!

Holmes Murphy & Associates is an Equal Opportunity Employer.