Record and reconcile premiums payments, broker commission, state taxes, and credit refunds
Apply payments accurately to customer or broker accounts and investigate discrepancies
Maintain and reconcile accounts receivable (A/R), including suspense accounts and aging reports
Communicate with agents, brokers, and internal teams to resolve premium differences or billing issues
Ensure transactions follow company policies, audit requirements, and regulatory guidelines; assist with month‑end close
Research and correct misapplied premiums, payment variances, and billing errors
Utilize Excel and financial systems to analyze data and support reconciliation and reporting activities
Perform required general ledger account maintenance
Maintain clear records, process documentation, and workflow updates
Other duties as assigned

High school diploma or general education degree (GED); or 1
3 years of related experience and/or training
Strong analytical skills, with accuracy and attention to detail;
Excellent communication and organizational skills;
Proficient in Microsoft Office Suite (Outlook, Excel, Word).
Ability to multi-task and prioritize a diverse portfolio of tasks while still consistently meeting deadlines;
Ability to communicate with different levels within an organization.
Excellent interpersonal skills and ability to work independently and as part of a team.
Experience with Agency Management systems (preferred)
Insurance Background (preferred)

Health Benefits : Medical/Rx, Dental, Vision, Life Insurance, Disability Insurance
Financial Benefits : ESPP; 401k; Student Loan Assistance; Tuition Reimbursement
Mental Health & Wellness : Free Mental Health & Enhanced Advocacy Services
Beyond Benefits : Paid Time Off, Holidays, Preferred Partner Discounts and more.

Staff Accountant

Key skills