Accounting Data Coordinator

Job Description

• Set up and maintain commission receivable data within the commission accounting department
• Assist internal and external clients with questions and needs and ensure data is accurate and without negative impact on the financial operations of the company
• Create new and renew existing commission receivables records
• Audit renewed receivables and make necessary corrections/adjustments
• Communicate with Producers to resolve discrepancies/variances involving incomplete client valuation data reported
• Utilize commission accounting system and understand the ramifications of data entered and its impact on the financial operations of the company
• Setup records for invoicing and process monthly client invoices
• Run Producer Earnings report and complete monthly compensation mailings
• Process monthly Producer Expense With holdings
• Call carriers to update CBIZ address and producer  on correspondence/statements as needed
• Resolve a full range of internal and external customer requests
• Research and assemble data pertaining to receivable records
• Additional responsibilities as assigned

• High school diploma or GED required
• Bachelor’s Degree or two years of experience on a specialized subject matter
• Must maintain current required licenses and certifications relevant to field of expertise
• Demonstrates the ability to communicate verbally and in writing throughout all levels of organization, both internally and externally
• Effective customer service skills
• Proficient use of applicable technology
• Ability to work in team environment as well as independently
• Ability to analyze and prioritize multiple responsibilities

CBIZ Inc. is a leading professional services advisor to middle market businesses and organizations nationwide. With unmatched industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers forward-thinking insights and actionable solutions to help clients anticipate what’s next and discover new ways to accelerate growth. CBIZ has more than 10,000 team members across more than 160 locations in 22 major markets coast to coast.

CBIZ strives to be our team members’ employer of choice by creating an environment where team members are appreciated, recognized for their contributions, and provided with opportunities to grow, both personally and professionally, throughout their careers.

Together, CBIZ and CBIZ CPAs are ranked as one of the top providers of accounting services in the United States. CBIZ CPAs is an independent CPA firm that provides audit, review and attest services, while CBIZ provides business consulting, tax and financial services. In certain jurisdictions, CBIZ CPAs operates under its previous name, Mayer Hoffman McCann P.C.

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