Insurance Associate

Job Summary

Seeking a dedicated and detail-oriented Insurance Associate to support accounting, finance, and administrative operations within an insurance environment. This role is responsible for maintaining accurate financial records, supporting reporting functions, processing payments, and assisting with day-to-day office operations. The ideal candidate will possess strong organizational skills, attention to detail, and the ability to manage multiple priorities in a fast-paced setting.

Responsibilities

Accounting & Finance Support

• Perform daily accounting functions, including accounts payable, accounts receivable, and general ledger maintenance.

• Prepare production and accounts receivable reports.

• Reconcile commissions for employees and outside brokerages.

• Assist with monthly reporting and prepare journal entries.

• Reconcile bank accounts, credit card statements, vendor accounts, and other financial records.

• Process invoices, expense reports, cash receipts, and other financial transactions.

• Maintain accurate and organized financial and accounting records.

• Provide support for reporting and compliance activities as needed.

General Operations Support

• Process client payments in person, by phone, or via mail.

• Open, scan, and distribute incoming mail and faxes; handle mail-related tasks and process payments as needed.

• Assist with special projects and additional administrative tasks as assigned.

Qualifications/Requirements

• 1-2 years or more of experience in an accounting, finance, or administrative support role.

• Proficiency with Microsoft Office applications, including Excel, Word, and Outlook.

• Familiarity with insurance software or agency management software is preferred.

• Strong spreadsheet and data entry skills, including reconciliations and reporting support.

• High level of accuracy, attention to detail, and organizational ability.

• Excellent verbal and written communication skills.

• Ability to multitask, prioritize responsibilities, and work efficiently in deadline-driven environments.

• Professionalism and discretion when handling sensitive financial information.

Compensation Package

• Salary Range: $50,000 - $54,000 annually

• Benefits package available

• 401(k) plan

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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