Accounting Specialist - Agency Bill
Insurance Office of America, Florida, NY, United States
Title
Accounting Specialist – Agency Bill
Location
Longwood, FL office. Position is fully in office 5 days a week; hybrid 2-3 days after 90 days based on performance.
About the Role
Reconcile Agency Bill Broker/Company invoices and process them for payment via check, ACH, or wire. Handle timely payments, process account reconciliations, and direct accounting questions to the appropriate team members. Navigate EPIC, and utilize Microsoft Outlook, Excel, and Word, and scanning to SharePoint. Process check requests within assigned time slots.
Key Responsibilities
Check requests: print and process check requests in a timely manner during assigned time.
Urgent payments: process urgent payment requests, including ACH/Wire if needed.
Invoice distribution: distribute electronic invoices and statements to the appropriate team member during assigned time slot.
Item retrieval: efficiently retrieve items in EPIC as needed for balancing statements to invoices.
W‑9 requests: request W‑9s from brokers and other vendors, keeping this information up to date.
Account reconciliations: process account reconciliations on demand, confirming receivable balance in EPIC.
Payment processing: pull account reconciliations and complete check processing or record EFT/ACH payments.
Documentation: compile backup documentation for finalized reconciliations.
Daily scanning: complete daily scan and drop of all work performed for the day into SharePoint.
Problem solving: follow up and problem solve any billing issues with appropriate departments, managers, or agents as they occur, processing adjustments as needed.
Funds tracking: track daily funds needed for the week and known future expenditures for upper management planning.
Champion IOA values: demonstrate integrity and leadership.
Ideal Candidate Qualifications
3 years of previous accounting experience preferred.
Strong analytical, problem‑solving, and decision‑making skills.
Exceptional customer service, communication, multitasking, and organizational skills.
Proficiency in MS Office (Outlook, Word, Excel).
High school diploma (or equivalent).
Benefits
Competitive salaries and bonus potential.
Company‑paid health insurance.
Paid holidays, vacations, and sick time.
401(k) with employer match.
Professional growth and career progression opportunities.
Respectful culture and work/family life balance.
Community service commitment.
Supportive teammates and a rewarding work environment.
Salary Range
The expected pay range for this position is $22.00 to $25.00 per hour, depending on experience, relevant skills, and geographic location.
Insurance Office of America is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.
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Accounting Specialist – Agency Bill
Location
Longwood, FL office. Position is fully in office 5 days a week; hybrid 2-3 days after 90 days based on performance.
About the Role
Reconcile Agency Bill Broker/Company invoices and process them for payment via check, ACH, or wire. Handle timely payments, process account reconciliations, and direct accounting questions to the appropriate team members. Navigate EPIC, and utilize Microsoft Outlook, Excel, and Word, and scanning to SharePoint. Process check requests within assigned time slots.
Key Responsibilities
Check requests: print and process check requests in a timely manner during assigned time.
Urgent payments: process urgent payment requests, including ACH/Wire if needed.
Invoice distribution: distribute electronic invoices and statements to the appropriate team member during assigned time slot.
Item retrieval: efficiently retrieve items in EPIC as needed for balancing statements to invoices.
W‑9 requests: request W‑9s from brokers and other vendors, keeping this information up to date.
Account reconciliations: process account reconciliations on demand, confirming receivable balance in EPIC.
Payment processing: pull account reconciliations and complete check processing or record EFT/ACH payments.
Documentation: compile backup documentation for finalized reconciliations.
Daily scanning: complete daily scan and drop of all work performed for the day into SharePoint.
Problem solving: follow up and problem solve any billing issues with appropriate departments, managers, or agents as they occur, processing adjustments as needed.
Funds tracking: track daily funds needed for the week and known future expenditures for upper management planning.
Champion IOA values: demonstrate integrity and leadership.
Ideal Candidate Qualifications
3 years of previous accounting experience preferred.
Strong analytical, problem‑solving, and decision‑making skills.
Exceptional customer service, communication, multitasking, and organizational skills.
Proficiency in MS Office (Outlook, Word, Excel).
High school diploma (or equivalent).
Benefits
Competitive salaries and bonus potential.
Company‑paid health insurance.
Paid holidays, vacations, and sick time.
401(k) with employer match.
Professional growth and career progression opportunities.
Respectful culture and work/family life balance.
Community service commitment.
Supportive teammates and a rewarding work environment.
Salary Range
The expected pay range for this position is $22.00 to $25.00 per hour, depending on experience, relevant skills, and geographic location.
Insurance Office of America is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.
#J-18808-Ljbffr