Insurance Accounting Specialist (Accounts Payable & Commissions)

Key Responsibilities

• Process and manage vendor invoices across multiple agencies, ensuring accuracy, proper coding, and timely payment
• Reconcile vendor statements and resolve discrepancies independently
• Maintain vendor records, payment schedules, and supporting documentation
• Clock in with accounting leadership on month-end close and payable accruals
• Prepare, calculate, and process producer and agency commission statements
• Ensure commission calculations align with producer agreements and acquisition-specific arrangements
• Investigate and resolve commission discrepancies in coordination with carrier relations and accounting
• Maintain auditable commission documentation
• Supervise outsourced agency bill service provider for agency bill payments, including carrier and premium-related transactions
• Be able to apply and reconcile agency bill activity accurately within Applied Epic
• Aid with agency bill account reconciliations and variance resolution
• Utilize Applied Epic for agency bill and commission workflows
• Use Ramp and related tools for payable processing (preferred)
• Generate payable, commission, and agency bill reports as needed
• Maintain organized, audit-ready financial records
• Document procedures and ensure consistent execution across agencies
• Work closely with accounting, carrier relations, compliance, and operations teams
• Support internal and external audits by providing documentation and explanations
• Aid with integration and stabilization of acquired agencies

Qualifications

• Experience - 5+ years of accounting or accounts payable experience within an insurance agency or brokerage (required) - Multi-office or multi-entity agency experience (strongly preferred) - Hands-on Applied Epic experience (required)
• Education - Associate’s degree in Accounting, Business, Finance, or a related field preferred - Equivalent insurance agency accounting experience may substitute for formal education
• Certifications & Systems - Applied Epic certifications preferred but not required - Ramp or similar AP automation experience preferred
• Skills & Competencies - Strong understanding of insurance commissions and agency bill workflows - High attention to detail and accuracy - Ability to work independently and resolve issues without excessive escalation - Strong Excel and accounting system proficiency - Ability to document and follow standardized processes