Agency Accountant
Core
Process monthly payments to insurance companies, resolve accounting discrepancies, and manage company payables and receivables.
Role type
Agency Accountant
Builds
Monthly payment processing and reconciliation for insurance carriers
Domain
Insurance brokerage
Deliverable
client delivery
Required skills
invoice retrieval, reconciliation, payment processing, billing, carrier discrepancy resolution, aged payables review, Microsoft suite proficiency
Preferred skills
Applied/EPIC system experience, insurance accounting experience
Responsibilities
Process monthly payments to insurance companies, investigate and resolve accounting differences, follow up on overpayments and credits, review aged payables reports, act as accounting liaison for office staff, engage in process improvement for payables
Seniority
Mid-level, 3-5 years experience
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