Admin/ Bookkeeper/Office Manager

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Guthrie Insurance Brokers is a fast-paced, professional, insurance brokerage in the Warden and Steeles area of Markham looking for a mature, knowledgeable, detail oriented individual, who is tech-savvy, able to multi-task with a variety of duties, and has strong book-keeping skills.  This position is responsible for the maintenance and care of all financial records and operations of the brokerage and activities relating to bookkeeping, regulatory, automation and human resources management and tracking and reporting of producer activity.  

Duties include

Maintain accounting ledgers, supporting books and records with sound knowledge of banking practices for general and trust accounts. 

Review and reconcile insurance company statements.

Review and reconcile producer and employee commissions.

Administer all compliance and reporting including RIBO, MTO, and ARIS.

Ensure all systems, procedures, and insurance company accounting regulations are communicated and complied with.

Annually assist accountants with information necessary to compile annual financials

Pay company accounts, manage and monitor expenses and cash flow.

Collect outstanding accounts in conjunction with producer or account managers.

Prepare and post all journal entries.

Coordinate seminars, education and training of employees as required by RIBO

Assist in training new employees and manage their integration e.g. set up desks, office procedures, reviews.

Maintain and assist in developing office and procedures manuals and information.

Manage tax reporting requirements and payments.

Develop and monitor budgets.

Responsible for Human Resource administration, policies and practices.

Manage commission payments, payroll, benefits and maintain attendance records.

Other duties as may be assigned as needs arise or as required to support essential functions.

Provide reports to management

Office upkeep, maintenance and supplies

Qualifications and Requirements

Post secondary diploma/certificate in office or business administration.

Insurance bookkeeping or accounting experience (min of 3 years)

Exceptional communication (fluent English), computer and bookkeeping skills

Familiarity with RIBO regulations, report requirements and all matters of compliance.

Finance and accounting aptitude

Thorough knowledge of Human Resource management

Knowledge of broker management system – Power Broker is an asset 

Excellent organization and time management skills with ability to multi-task

Strong attention to detail, problem solving and analytical skills

Knowledge of general insurance