Deposit Specialist

The Deposit Specialist reports directly to the Direct Bill Team Leader, assisting with daily, monthly & yearly accounting and operations tasks, focusing on Deposits. Responsible for monitoring and recording daily banking activity, which includes accounts receivable and direct bill deposits. Agency bill and direct bill reconciliations.

Who We Are:  Brown & Brown, Inc. is a growing global insurance brokerage firm delivering risk management solutions and services since 1939.  Our unique culture is built on honestly, integrity, innovation and discipline and defines who we are and how we treat our customers, teammates and the communities we serve.  We think of ourselves as a team, so we have teammates---not employees.  We prioritize health, family, and business---in that order.  We embrace and celebrate diversity, always striving to be an inclusive place where you have the power to be yourself.  Traded on the New York Stock Exchange as BRO, Brown & Brown is a big company that doesn’t act like one.

Who We Are Looking For:  We are looking for passionate team players who believe in working hard and having fun in a collaborative environment.  Our team is customer-focused and values the importance of strong relationships, professionalism, and trust.  We embrace solutions-oriented big thinkers who are committed to results and aren’t afraid to take risks.  We are driven to set goals high and aim even higher.

General Responsibilities:

• Monitor daily banking activity

• Recording all daily bank transactions, including check deposits, EFT’s, etc.

• Ensure all support for transactions is processed and filed accurately and timely in agency management systems.

• Receipt, record commissions received

• Collaborate with accounting & administrative team on day-to-day banking activity.

• Operate a personal computer and appropriate software packages or their equivalent.

• Follow Agency and audit guidelines, policies, and procedures.

• Leverage software automation for process efficiencies.

• Analyze and identify trends to become subject matter expert within scope of assigned carrier partner.

• Build courteous and successful relationships with carriers and profit centers to maintain efficient practice.

• Promote teamwork, support, knowledge sharing and a positive attitude in the department and office.

• Participate in training opportunities to remain current on industry information, new product development, legislation, coverages, and technology including professional development and continuing education.

• All other duties as assigned.

Required Qualifications:

• High School diploma

• 1+ years office experience

• Working knowledge of financial accounting

• Proficient knowledge in Microsoft Office environment, including but not limited to Team, Outlook, Excel and Word

Preferred Qualifications:

• Bachelor’s Degree in a finance-related field.

What We Offer:

• Excellent growth and advancement opportunities

• Competitive pay based on experience

• Paid Time Off (PTO)

• Generous benefits package: health, dental, vision, 401(k), etc.

• Employee Stock Purchase Plan