Job Description

Job Title: Accounts Payable & Direct Bill Specialist

Our client, a full-service, independently-owned insurance firm, is seeking a dedicated and detail-oriented Accounts Payable & Direct Bill Specialist to join their team and support the financial operations of the agency.

About the Role:
This position is ideal for someone who is comfortable with numbers, values accuracy and organization, and has experience working in Excel. 

Key Responsibilities:

• Accurately manage accounts payable and direct bill processes

• Review, verify, and reconcile invoices and carrier statements

• Process vendor and carrier payments in a timely and organized manner

• Maintain financial records and documentation for audit readiness

• Utilize Microsoft Excel for tracking, reporting, and reconciliations

• Work within the AMS360 agency management system (experience preferred)

• Communicate with vendors, carriers, and internal staff as needed

Qualifications:

• Bachelor's degree (4-year degree required; Mathematics or Accounting major preferred)

• Excellent numerical and analytical skills

• Strong proficiency in Microsoft Excel (formulas, pivot tables, data organization)

• Highly organized, with strong attention to detail and follow-through

• Experience with AMS360 is a plus

• QuickBooks is not used in this role

Position Details:

• Schedule: Hybrid (in-office on Wednesdays)
  
  
• Compensation: $55,000- $65,000 annually 

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