Accounts Payable & Agency Management System Data Manager

Walsh Duffield Cos., Inc., is more than just an insurance agency. We are a fifth-generation family-owned business that has helped countless families and businesses since 1860, creating a legacy of helping others through both disasters and victories. We take our work seriously.

Though our scope and reach are large, we still think of ourselves as a small business. That means from the everyday occurrence to the bigger challenges, we get the call. We can then put our knowledgeable team, consisting of more than 100 associates with years of extensive experience, into action.

We are proud to be problem solvers who listen, evaluate, and guide you and your family or your business. Walsh Duffield maintains partnerships with some of the strongest and largest insurance carriers in the country, giving us flexibility and the ability to provide national support to our clients as we collaborate on an insurance program. Together, with our partners and customers, we are creating a community that is safe and well.

The Accounts Payable & Agency Management System Data Manager performs accounting and management system duties which include carrier payable management, agency bill and electronic banking supervision, system data management and audit support. Specific responsibilities are assigned. Lead accounting and systems duties are included in this position. Financial acumen, thoroughness, collaboration skills, and timely project management are standards for this position. Leadership, curiosity, initiative, and teamwork are essential attributes for success in this role.

• Annual Base Salary Based on Experience
• Paid Time Off (PTO)
• Health Insurance
• Dental Insurance
• Life Insurance
• Vision Insurance
• Mon-Fri Schedule
• Career Growth Opportunities
• Retirement Plan
• Tuition Reimbursement
• Disability Insurance
• Parental Leave

ESSENTIAL FUNCTIONS:

Agency specific training will be provided.

• Accounts Payable & Account Receivable
• Cash Management
• Data and financial entries input
• Agency Management Systems Administration & User Support
• Report generation, examination, and analysis
• Data analysis and reporting
• Microsoft Excel Worksheet manipulation
• System troubleshooting
• Cross train as needed
• Adhere to the stated expectations of the E&O Plus Quality Management Program

As an Accounts Payable & Agency System Data Manager, major responsibilities include but are not limited to:

• System data management including administration
• Systems vendor management support
• Annual audit & budget support
• Assist with development & implementation of financial systems and procedures
• Works with management on appropriate fiscal strategies for the organization

EDUCATION AND EXPERIENCE:

• Bachelors degree in accounting, finance, or business-related field with a concentration in accounting and/or finance
• Minimum three years of experience in accounting /finance duties and responsibilities
• Minimum three years of experience in system data administration or financial analysis

KNOWLEDGE,

SKILLS AND ABILITIES

• Microsoft Office Software skills and the ability to utilize computer systems and programs and understand functionality
• Proficiency in Applied Systems EPIC management system is highly desirable
• Ability to communicate orally and in writing with others to explain issues, receives and interprets information and responds appropriately
• Ability to understand written and oral communication and interpret abstract information
• Ability to carry out complex tasks with concrete and abstract variables
• Ability to process written and other materials visually
• Requires ability to receive detailed information through oral communication
• Detail oriented and high level of accuracy
• Ability to work with others to create a positive, professional and productive work environment
• Ability to work independently and manage multiple priorities
• Requires good decision making, time management and communication skills
• Must have well-developed analytical, problem-solving and decision-making skills
• Excellent presentation skills

Reports to/Department

AVP - Finance

Exempt (Full-Time)

Walsh Duffield Cos., Inc. complies with the Americans with Disabilities Act. Reasonable accommodation may be made to qualified individuals with disabilities to perform the essential functions of this position.

Physical Demands and Work Environment:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.

While performing the duties of this job, the employee is regularly required to sit while using hands to use a computer or other technologies. The employee frequently is required to see, talk and hear. The employee is occasionally required to stand, walk, and reach with hands and arms.

The employee must regularly lift and/or move up to 10 pounds.

The noise level in the work environment is usually light.

This job description is intended to describe the normal level of work required by the person performing the…