Accounting Specialist

Roles And Responsibilities

• Review, verify and process vendor invoices for payment in a timely and accurate manner.
• Maintain accurate and complete electronic records and follow up on outstanding payments.
• Provide documentation to record, verify and process payments.
• Ensure accurate and timely financial record-keeping and reporting.
• Communicate with vendors and departmental managers to ensure accuracy of vendor invoices and administer prompt payment.
• Assist Agency and Staff Accountant(s) with client deposits, carrier, and broker payments.
• Reconcile general ledger accounts as assigned.
• Prepare and execute weekly payment runs via ACH, check, wire and other approved payment methods.
• Manage vendor payment inquiries and resolve discrepancies related to invoices, statements, and payment status.
• Maintain accurate accounts payable records and supporting documentation.
• Ensure compliance with company policies, internal controls, and audit requirements.
• Serve as the primary point of contact for vendor payment-related matters across the agency.
• Establish and maintain vendor records, including W-9 documentation, banking information, and payment terms.
• Cook up vendor onboarding and offboarding activities.
• Manage vendor transitions associated with agency acquisitions and integrations, ensuring seamless migration of payment processes and vendor data.
• Coordinate vendor onboarding and offboarding activities.
• Support vendor communication during system conversions, process changes, and organizational restructuring.
• Utilize the agency management system effectively; AMS360 experience preferred.
• Perform other related duties as assigned.

Requirements

• Strong understanding of accounting principles.
• Value high ethical standards and personal integrity.
• Exceptional attention to detail and reconciliation skills.
• Strong organizational and time management skills.
• Clear, professional written and verbal communication skills.

Education And Experience Requirements

• 1-2+ years of experience in accounts payable processing, accounting, or other related functions.
• Experience with AMS360 (preferred, not required), and 3rd party vendor management experience is a plus.
• Education requirement: High school diploma or equivalent (GED) is required.
• College degree in Accounting, Finance or Business preferred, not necessary.
• Familiarity with carrier payment schedules, audits, and agency agreements.