Accounting Specialist

• Post all incoming checks, wires, and credit transactions for both accrual and cash-basis accounts
• Process cash journal entries to various subsidiary liability, expense and revenue accounts
• Reconcile cash accounts to ensure accurate balancing on a daily basis
• Monitor status of unapplied cash and support documentation to ensure prompt cash application
• Responsible for sending payment reminders and collection letters to brokers to avoid cancellation
• Analyze reports to evaluate payment status on cancelled policies and request reinstatement when applicable
• Frequently coordinate and correspond with other internal departments
• Correspond with Brokers, Carriers, and Finance Companies via phone, mail and email to respond to questions, investigate and resolve issues not limited to balance inquiries, payment status, refund requests, and reinstatement and follow up on outstanding items
• Ensure all correspondence and requests are documented and attached to the appropriate file in the appropriate systems

• Associate’s or Bachelor’s degree in an insurance or accounting related discipline
• Proficiency in Microsoft Office Suite, especially Excel
• Exceptional telephone demeanor
• Good organizational and time management skills
• Ability to work independently and as part of a team
• Ability to maintain a high level of confidentiality
• 1 - 2 years experience in a similar position
• Experience with insurance, accounting and/or agency management systems preferred

Experience with insurance, accounting and/or agency management systems

• Medical/Rx, Dental, Vision, Life Insurance, Disability Insurance
• ESPP
• 401k
• Student Loan Assistance
• Tuition Reimbursement
• Free Mental Health & Enhanced Advocacy Services
• Paid Time Off, Holidays, Preferred Partner Discounts