Accounting Specialist I

Overview

This role involves managing and reconciling commission and agency bill statements within an insurance accounting environment. The position requires attention to detail, accuracy, and the ability to work independently and as part of a team.

Responsibilities

• Review agency bill statements for accuracy in coordination with various agencies
• Reconcile commission statements against posted transactions
• Process commission statement and invoice payments to carriers
• Issue return premium and commission payments to finance companies
• Review management system data to identify missing transactions and policies
• Resolve and clear outstanding items

Requirements

• 1–2 years of data entry experience
• Proficiency in Microsoft Excel, Word, and Outlook
• Ability to meet deadlines and work with urgency
• Strong attention to detail and accuracy in high-volume transactional work
• Ability to work effectively in a fast-paced accounting environment
• Ability to work independently
• Strong data entry accuracy
• Team-oriented with a customer service mindset
• Problem-solving skills
• Excellent written and verbal communication skills