Accounting Specialist

Key Responsibilities

• Agency-Billed Accounting Process and maintain agency-billed client accounts.
• Apply client payments and ensure accurate posting within the agency management system.
• Research and resolve billing discrepancies.
• Carrier Payables Review and reconcile carrier statements.
• Prepare and process carrier payments in accordance with due dates.
• Investigate and resolve premium, commission, and billing discrepancies with carriers.
• Maintain accurate payable records and supporting documentation.
• Account Reconciliations Perform monthly reconciliations of: Carrier payables Bank accounts
• Research and resolve reconciling items timely.
• Aid in month-end and year-end closing activities.
• Premium Tax & Regulatory Reporting Prepare and file surplus lines taxes and reports.
• Prepare and remit municipal premium taxes and fees.
• Maintain filing calendars and monitor reporting deadlines.
• Financial Administration Assist with journal entries and account analysis.
• Maintain organized accounting records and supporting documentation.
• Support process improvement initiatives and accounting projects.

Desired Qualifications

• Education & Experience: Associate’s or Bachelor’s degree in Accounting, Finance, Business, or related field preferred. Equivalent combinations of education, training, and work experience will be considered in lieu of a degree. 2+ years of accounting, bookkeeping, or insurance accounting experience preferred.
• Skills & Competencies: Strong attention to detail and accuracy. Excellent organizational and time-management skills. Ability to manage multiple deadlines. Strong analytical and problem-solving abilities. Proficiency in Microsoft Excel. Effective written and verbal communication skills. Ability to work independently and collaboratively within a team environment.

Benefits

• 401(k), 401(k) match, flexible hours, health insurance, paid time off, bonuses, paid holidays, professional development, wellness program, company paid life insurance, company paid long-term disability insurance, paid parental leave, employee assistance program

About the Role

The Accounting Specialist plays a key role in ensuring the accurate recording of insurance transactions, timely payment of carrier balances, compliance with surplus lines and municipal tax requirements, and maintenance of agency accounting records.