Job Description

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

• Manage the accounting department's shared inbox and respond to payment-related inquiries from insurance carriers and premium finance companies.

• Process daily carrier and vendor payments via checks, ACH transfers, and wire transfers.

• Review carrier statements, premiums, and commission calculations across multiple policies.

• Review and import positive pay files to support payment accuracy and fraud prevention.

• Reconcile accounts and ensure accurate, timely remittance to insurance carrier partners.

• Partner with account executives to research and resolve billing discrepancies.

• Provide guidance to service teams on billing procedures and payment resolutions.

• Verify the accurate handling and payment of taxes, including determining whether taxes are paid by the brokerage or the insurance carrier.

• Process premium refunds to insureds.

Qualifications

• Associate degree or equivalent combination of education, training, and relevant experience.

• Prior experience with an insurance brokerage or insurance company is preferred.

• Familiarity with insurance agency management systems, particularly Applied Epic, is a plus.

• Proficiency in Microsoft Office, especially Excel.

• Strong technical skills with the ability to analyze financial data, review system reports, and identify discrepancies.

Compensation & Benefits

• Salary: $55,000–$75,000, depending on experience.

• Medical, dental, and vision insurance.

• 401(k) plan with immediate vesting.

• Paid parental leave eligibility after one year of employment.

• Additional employee benefits and opportunities for professional growth.

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