Overview
This role involves owning daily accounting and agency billing for the AVMA Professional Liability program and the P&C book, supporting middle market veterinary business. As the team’s agency billing expert, you will manage billing complexity—including reconciling legacy installment discrepancies carried over from a prior system/process—and establish clean, repeatable agency billing procedures on the current platform. You will partner with Account Management and Operations to support billing accuracy, premium collections, reconciliations, and recordkeeping, and to respond to client billing questions when needed.
Responsibilities
- Own agency billing for assigned accounts, including large/complex veterinary clients under the National Practice team.
- Resolve outstanding installment discrepancies resulting from a recent billing system transition.
- Establish durable, well-documented agency billing processes for ongoing use.
- Process daily invoice imports and cash receipts:
- Review for accuracy
- Reconcile to source documents and bank activity
- Post to the accounting system and general ledger
- Process physical check deposits (remote scanner), including full tracking and reconciliation to bank and GL.
- Coordinate carrier, customer, and broker check requests from policy administration systems.
- Reconcile Direct Bill commission payments against carrier remittances; investigate and follow up on discrepancies.
- Review Accounts Receivable reports for unusual or missing transactions; partner with the Accounting Supervisor, PL to resolve.
- Support month-end close by recording journal entries, reconciling GL accounts, investigating variances, and preparing timely balance sheet and bank reconciliations.
Requirements
- Hands-on experience with agency-billed insurance business, including installment billing.
- Working knowledge of the EPIC Agency Management System.
- 5+ years of accounting experience (recording, reviewing, analyzing financial transactions), or an equivalent combination of education and experience.
- Associate’s degree in Accounting, Finance, or related field preferred.
- Comfort working through billing system transitions, conversions, or carrier/broker changes, and building process where documentation is thin.
- Strong communication and interpersonal skills.
- Ability to multi-task and prioritize against shifting business needs.
Compensation & Benefits
Pay Range: $21.35 - $26.44 Hourly
Teammate Benefits & Total Well-Being
- Health Benefits: Medical/Rx, Dental, Vision, Life Insurance, Disability Insurance
- Financial Benefits: ESPP; 401k; Student Loan Assistance; Tuition Reimbursement
- Mental Health & Wellness: Free Mental Health & Enhanced Advocacy Services
- Beyond Benefits: Paid Time Off, Holidays, Preferred Partner Discounts and more
Note: Not reflective of all benefits. Enrollment waiting periods or eligibility criteria may apply to certain benefits. Benefit details and offerings may vary for subsidiary entities or in specific geographic locations.