Job Title: Accounting Assistant/Admin Assistant
Mid-sized, rapidly growing insurance agency is seeking an Accounting Assistant/Admin Assistant to join their team. The Accounting Assistant/Admin Assistant serves as the operational “glue” between the Account Management and Accounting teams. You’ll own day-to-day premium invoicing, funding, and reporting tasks while maintaining high-touch client service—ensuring revenue is recorded accurately, cash is applied promptly, and clients receive timely, error-free documentation.
Ideal candidate has a minimum of two years’ commercial P&C insurance experience (preferably five) within a retail agency setting.
Responsibilities:
- Generate and email client invoices (direct-bill & agency-bill) within 24 hrs of binding or endorsement.
- Record daily deposits, apply cash to open invoices, and scan checks for remote deposits.
- Prepare month-end premium, commission, and trust-account reconciliations; investigate and resolve variances with carriers.
- Draft and execute premium-finance agreements; monitor disbursement schedules, track funding, and upload documents to the AMS.
- Track policy changes, endorsements, audits, and cancellations to ensure corresponding invoices/credits are processed accurately.
- Maintain Veruna/Salesforce client records: attach documentation, update financing details, and log communications.
- Answer client billing questions and provide clear, courteous explanations to insureds, brokers, and insurance carriers.
- Monitor funding and commission payments; escalate delinquencies or short pays.
- Assist the Accounting Manager and Account Manager with day-to-day tasks and fulfill any other duties they may assign.
Experience and Qualifications:
- Minimum of two years’ commercial P&C insurance experience (preferably five) within a retail agency setting
- Exceptional attention to detail that catches billing, data, and coverage errors before they reach clients.
- Flexible mindset able to pivot between accounting tasks, client service, and ad-hoc requests without missing deadlines.
- Proficient in Microsoft 365, Google Workspace, and SharePoint shared drives for seamless document management.
- Excellent written and verbal communication coupled with strong problem-solving abilities.
- Outstanding organizational and time-management skills support juggling multiple priorities.
Why Join Us?
- Salary range: $60k - $75k, plus benefits package including major medical, 401k, profit sharing.
- Opportunities for career growth and professional development.
- A supportive and innovative team environment.
Disclaimer: Please note that this job description may not cover all duties, responsibilities, or aspects of the role, and it is subject to modification at the employer's discretion.
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