Client Accounting Coordinator

Overview

This is a fully remote role.

The organization operates in the insurance and regulated sectors, supporting risk management and operational optimization through professional services and technology solutions.

The Client Accounting Coordinator supports client portfolios related to loss fund accounting. The role focuses on accurate financial reporting, transaction management, reconciliations, funding analysis, and audit documentation, working closely with clients, claims management, banking partners, and internal teams.

Responsibilities

• Manage assigned client portfolios as the primary accounting contact for loss fund activities and reporting
• Coordinate program accounting processes, including bank account setup and CRM data maintenance
• Prepare and distribute periodic financial reports on loss fund balances and claims activity
• Monitor balances to identify funding needs or excess funds for return
• Submit client funding requests based on financial and claims data
• Handle daily accounting transactions within CRM systems
• Participate in bank reconciliations by investigating and documenting variances
• Support client audits by providing required accounting documentation
• Maintain communication with claims management to support timely payment processing
• Research and resolve accounting discrepancies and client inquiries
• Organize records, trackers, and schedules to support reporting and audits
• Assist with quality reviews and process improvements within accounting operations
• Perform additional duties supporting client accounting and loss fund administration

Requirements

• 3 to 5 years of accounting experience
• Experience in client reporting, funding requests, reconciliations, payment processing, or audit support preferred
• Background in insurance claims, third-party administration, loss fund or fiduciary accounting preferred
• Associate or bachelor's degree in accounting, finance, business administration, or related field preferred; equivalent experience considered
• Strong verbal and written communication skills
• Intermediate to advanced Microsoft Excel skills
• Knowledge of accounting principles, bank reconciliation, accounts payable, and financial documentation
• Ability to handle confidential information with discretion
• Experience with CRM, accounting systems, and banking platforms preferred

Compensation & Benefits

• Pay range: $45,000 to $54,000 per year
• Medical, dental, and vision insurance
• 401(k) plan with employer matching

Equal Opportunity

The organization is an equal opportunity employer and is committed to creating an inclusive environment. All qualified applicants will be considered for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, or national origin.