Accounting Operations Associate
Location/Schedule: Cockeysville, MD (Full-time, in-office for the first 90 days, with potential to transition to a hybrid schedule afterward.)
Salary: $55,000–$75,000
A well-established, independent insurance brokerage is seeking an Accounting Operations Associate to support its accounting department and day-to-day financial operations. This individual will play an important role in managing payment communications, processing carrier and vendor payments, reconciling accounts, and ensuring accurate and timely financial transactions.
Key Responsibilities
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Manage the accounting department's shared inbox and respond to payment-related inquiries from insurance carriers and premium finance companies.
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Process daily carrier and vendor payments via checks, ACH transfers, and wire transfers.
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Review carrier statements, premiums, and commission calculations across multiple policies.
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Review and import positive pay files to support payment accuracy and fraud prevention.
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Reconcile accounts and ensure accurate, timely remittance to insurance carrier partners.
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Partner with account executives to research and resolve billing discrepancies.
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Provide guidance to service teams on billing procedures and payment resolutions.
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Verify the accurate handling and payment of taxes, including determining whether taxes are paid by the brokerage or the insurance carrier.
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Process premium refunds to insureds.
Qualifications
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Associate degree or equivalent combination of education, training, and relevant experience.
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Prior experience with an insurance brokerage or insurance company is preferred.
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Familiarity with insurance agency management systems, particularly Applied Epic, is a plus.
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Proficiency in Microsoft Office, especially Excel.
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Strong technical skills with the ability to analyze financial data, review system reports, and identify discrepancies.
Compensation & Benefits
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Salary: $55,000–$75,000, depending on experience.
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Medical, dental, and vision insurance.
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401(k) plan with immediate vesting.
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Paid parental leave eligibility after one year of employment.
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Additional employee benefits and opportunities for professional growth.
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