Accounting Specialist

• Direct Bill Reconciliation for Full Pay Personal and Commercial Line Statements
• Retrieve commissions statements from carrier portals to match bank receipts
• Handle Agency Bill Reconciliation
• Manage Bi-weekly accounts payable and client payable check runs
• Manage daily treasury function of posting receipts in Epic and creating batch scan of checks
• Research troubled policies as requested by the support team
• Track daily receipts of commissions paid by ACH into commissions bank account
• Track receipt of commissions statements against receipts received in commissions bank account.
• Research commissions received that are not listed on commissions statement data dictionary.
• Ensure agency bill invoices are organized and added to the proper agency folder.
• Ensure trade invoices are organized and added to the proper work folder 

• General accounting skills and knowledge of GAAP
• College degree with 3 years of relevant accounting experience or 6 plus years in corporate accounting in leu of degree
• Strong analytical, organization, and time management skills
• Proficient Excel skills
• Exemplary written and verbal communication skills;
• Ability to communicate with Executive team and internal/external customers.
• High attention to detail and ability to work with large amounts of data
• Ability to work independently to effectively solve problems
• Familiarity with Applied Epic (Agency Management System) preferred
• Proficiency in MS Office programs

Compensation and Benefits

• Competitive compensation package.
• Structured professional development and career growth opportunities.
• Generous paid time off and recognized holidays.
• Comprehensive benefits package, including company 401(k) match.
• Gym membership reimbursement.
• This role will be hybrid 3 days in the office, 2 days remote weekly after the training period (approximately 6 months).

All applicants must be authorized to work in and currently reside in the United States.

No agencies or third-party inquiries.