At Veracity we aim to be a different kind of insurance partnerone that is free from outside investors venture capital or the pressures of a corporate parent.
Ours is a culture of empowerment one that believes in effort results and accountability. We believe that transparency fosters trust trust fosters growth and that growth drives innovation. Our commitment to rigorous evaluation and relentless lead to rapid evolution.
We answer only to the small business owners we serve and this independence allows us to stay focused on what matters most: helping their businesses thrive by providing expert guidance and bestinclass insurance policies.
Were growing fast and want you to be a part of it!
Were looking for a talented detailoriented Accounting Clerk to join our team. Under the direction of the Accounting Manager this role will be responsible for supporting our agency business by maintaining account reconciliation recording invoicing and performing basic accounting functions. This is a remote role.
Key Responsibilities
Process a high volume of invoicing with precision and efficiency
Process and document refund requests and communicate with policyholders regarding refund issues professionally and promptly
Create monthly reports of department errors and revenue performance
Review and remit biweekly carrier payables as needed
Process chargebacks weekly and document/cancel related policies
Create AR statements and reports from multiple sources
Create and distribute intents notices of cancellation and writeoffs weekly
Submit outstanding balances to collections
Research chargebacks and apply findings to related policies
Issue agency billing refunds and reconcile financial payments monthly in accordance with company policy
Apply incoming payments to customer broker and internal accounts
Verify financials on finance agreements and submit them to the contract processor
Required to perform other duties as requested directed or assigned
Requirements and Qualifications
Prior experience in insurance agency accounting or financial services
Familiarity with agency billing collections and reconciliation processes
Experience with accounting software VUE or AMS systems a plus
Bachelors degree in Accounting or equivalent experience
Minimum of 2 years experience in the accounting field
Extensive experience with Microsoft Excel
Perks
Health dental and vision plans
Amazing worklife balance with 4 weeks of Paid Time Off
9 Paid Company Holidays with 2 floating holidays
401K Programs with employer match
Personal assistant programs for support in a healthy personal and work life
Why Veracity
Here at Veracity youll be part of a team of trailblazers and visionaries. Were not just revolutionizing the way people do insurance; we are creating a whole new paradigm. Here you will experience a vibrant and inclusive workplace where your ideas matter! With us you have a chance to:
Engage in groundbreaking projects that are reshaping the insurance landscape
Collaborate with a group of dedicated likeminded professionals
Experience a culture that prioritizes growth and development
We are proud to be an equalopportunity employer. We are committed to providing equal opportunities to all qualified applicants regardless of race color religion sex national origin disability or any other legally protected characteristics.
If you need accommodation please let us know during the interview process.
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