Insurance Accounting Specialist

About the Role

We are seeking a detail-oriented Insurance Accounting & Back-Office Specialist to provide dedicated accounting support for an insurance agency. This position focuses on maintaining accurate and up-to-date account ledgers through routine bank reconciliations, deposit entries, cash receipt processing, and agency bill payment transactions using Applied EPIC.

The ideal candidate has hands-on experience with Applied EPIC accounting workflows, a solid understanding of insurance agency billing and payment processes, and strong attention to detail. The successful candidate must be comfortable handling recurring back-office accounting tasks independently while maintaining accurate financial records and meeting weekly and monthly deadlines.

This position is intended for immediate hiring and requires someone who can transition into the role as soon as possible.

Key Responsibilities

Bank Reconciliations and Account Maintenance

• Perform weekly and monthly bank account reconciliations within Applied EPIC.
• Maintain accurate and updated accounting records to ensure account balances remain current.
• Review financial transactions and identify discrepancies between bank statements and internal ledgers.
• Investigate and resolve reconciliation discrepancies in coordination with agency management.

Deposit Processing and Cash Receipts

• Review carrier bank statements and direct deposit records, including commission payments.
• Process and generate corresponding cash receipts in Applied EPIC.
• Record incoming carrier payments and deposits accurately within the accounting system.
• Monitor and document premium finance transactions and other incoming funds.
• Ensure deposits are properly matched against the corresponding accounting records.

Agency Bill and Accounts Servicing

• Process Agency Bill payment entries and maintain accurate payment records.
• Reconcile premium finance agreements and verify monthly account statements.
• Monitor accounts payable transactions and ensure payments are properly recorded.
• Support timely processing of agency statements and recurring financial transactions.
• Perform general accounting data entry and other back-office bookkeeping tasks.

Administrative and Operational Support

• Maintain organized accounting documentation, transaction records, and tracking sheets.
• Conduct follow-ups on pending or non-responsive client outreach assignments as needed.
• Coordinate with internal agency personnel during onboarding and knowledge transfer.
• Follow established procedures and escalate discrepancies or transactions requiring management approval.

Qualifications

• Hands-on experience with Applied EPIC, particularly its accounting module and workflows.
• Strong understanding of insurance agency accounting and back-office processes.
• Experience performing bank reconciliations and maintaining accurate account ledgers.
• Familiarity with agency billing, payment entries, deposit posting, and cash receipts.
• Experience reviewing carrier statements and processing direct deposit transactions.
• Knowledge of accounts payable and premium finance reconciliation.
• Strong attention to detail and accuracy when handling financial data.
• Ability to work independently, follow established procedures, and meet recurring deadlines.
• Excellent organizational and communication skills.
• Ability to handle confidential financial and business information responsibly.
• Must be available to start immediately.

Preferred Skills and Tools

• Applied EPIC (Accounting Module)
• Insurance Agency Management Systems
• Bank Reconciliation
• Agency Bill Processing
• Cash Receipts and Deposit Posting
• Premium Finance Platforms
• Microsoft Excel
• Microsoft Office
• Accounting Trackers and Data Entry Tools

Important Role Considerations

• This is primarily a back-office accounting and bookkeeping position.
• The role does not require direct access to external bank accounts.
• Complex forensic accounting and independent financial authorization are outside the scope of the position.
• Financial decisions and external payment authorizations remain under agency leadership's supervision.

Benefits:

• Company Christmas gift
• Company events
• Free parking
• Health insurance
• On-site parking
• Opportunities for promotion
• Paid training
• Pay raise
• Promotion to permanent employee