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 

#LI-ET1

🚛 Transportation Commercial Lines Account Manager

Location: Manalapan, NJ

Schedule: Hybrid (2 days in), or Onsite
Salary: $65,000 – $70,000
Experience: 3+ years
License Required: Active P&C License
Software: AMS360

🌟 Why Join Us?

We're not your typical insurance agency. We're fast-growing, family-oriented, and deeply collaborative. With only a small, tightly-knit team—including three hands-on owners who still produce and stay involved daily—you’re not just another cog in the machine. You’ll be seen, heard, and valued.

• Flat structure: Direct access to decision-makers

• Supportive culture: Regular bi-weekly team check-ins

• Growth mindset: This role is open due to our continued success

• Flexible work environment: Hybrid, or in-office — you choose what works best

• Competitive benefits:

  • Free individual health insurance

  • Dental & Vision

  • 401(k) (matching details to be confirmed)

  • Flexible PTO

  • Company-provided equipment: laptop, dual monitors, phone, keyboard/mouse, dedicated desk 

🔍 About the Role

As a Commercial Lines Account Manager  specializing in Transportation, you’ll support a substantial book of business ($25M+ in premium) alongside a dedicated team of 3 CSRs and 5 producers (including our owners). This is a client-facing role focused on renewals, servicing, underwriting, proposals, and remarketing.

🧾 Daily Responsibilities:

• Manage renewals for accounts ranging from $15K to $1M+ in premium

• Quote and remarket policies

• Provide expert-level servicing across:

  • General Liability

  • Auto

  • Workers Comp

  • Umbrella

  • Cargo

• Handle carrier relations with Lancer, Progressive, American Millennium, and more

• Maintain accurate records using AMS360

✅ What We’re Looking For

• 3+ years of commercial lines account management experience (Transportation experience strongly preferred)

• P&C License (required)

• Proficiency with AMS360

• Strong attention to detail and organizational skills

• A proactive, problem-solving mindset and the ability to thrive in a collaborative environment

Job Summary

Our client is seeking a Carrier Payables Specialist to join their growing team in either Tulsa, Oklahoma City, or Austin, TX . They are among the 50 largest insurance brokers in the US and currently in the top 30 of privately held independent agencies in the country.  The Carrier Payables Specialist is responsible for the timely and accurate payment of Insurance carrier accounts, as well as reconciliation research and balancing of related general ledger accounts. MUST have Applied Epic experience. 

• Accurate and timely reconciliation of carrier statements and/or individual carrier invoices against EPIC invoicing
• Research discrepancies and work with internal Account Managers and/or carrier contacts to determine corrective action needed
• Process payments to Finance Companies as needed for financed policies
• Monitor the subsidiary ledger to ensure timely payments to carriers and accurate record-keeping in the agency management system
• Develop and maintain effective relationships with carrier contacts, to ensure open communication and a joint resolution process, as issues arise

Qualifications/Requirements

• 2-4 Years experience in agency accounting, with demonstrated knowledge of accounts receivable and payable
• A High School diploma required
• College-level accounting courses or equivalent experience preferred
• Must have Applied EPIC experience 
• Basic accounting knowledge of journal entries
• Strong computer skills, with a focus on the Microsoft Office suite of products (Word, Excel, Outlook, Teams, etc.) with an understanding of automated agency management systems
• Strong analytical and problem-solving skills
• Detail-oriented, accurate with data input, and have math skills including the ability to add, subtract, multiply, and divide numbers
• Team player and willing to find accommodating solutions for our customers, companies, and Agency
• Ability to work within a fast-paced, changing priority environment
• Self-motivated, with the initiative to prioritize and be self-directed

Compensation Package

• $60,000-$70,000
• Competitive pay, great health benefits, 401K with company match, very generous PTO and volunteer time off, 10 paid holidays, and many other perks!
• Hybrid.  2 days/week from home.

#LI-ET1

• High school diploma or GED (required).  Bachelor’s degree in a business-related field (preferred)
• Minimum 3 years of experience, specifically in an Accounts Payable role
• Proficient user of Microsoft Excel (formulas, Pivot tables, etc.)
• Experience using Workday (preferred)
   

• $50,000-$60,000/year based on experience
• Quarterly bonus
• Comprehensive medical dental, and vision insurance.
• 401(k) with 4% company match, no vesting.
• Paid time off and holidays.