Accounting Assistant/Admin Assistant
Accounting Assistant/Admin Assistant
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Job Description
Job Description
Job Title: Accounting Assistant/Admin Assistant
Mid-sized rapidly growing insurance agency is seeking an Accounting Assistant/Admin Assistant to join their team. The Accounting Assistant/Admin Assistant serves as the operational glue between the Account Management and Accounting teams. Youll own day-to-day premium invoicing funding and reporting tasks while maintaining high-touch client serviceensuring revenue is recorded accurately cash is applied promptly and clients receive timely error-free documentation.
Ideal candidate has a minimum of two years commercial P&C insurance experience (preferably five) within a retail agency setting.
Responsibilities:
- Generate and email client invoices (direct-bill & agency-bill) within 24 hrs of binding or endorsement.
- Record daily deposits apply cash to open invoices and scan checks for remote deposits.
- Prepare month-end premium commission and trust-account reconciliations; investigate and resolve variances with carriers.
- Draft and execute premium-finance agreements; monitor disbursement schedules track funding and upload documents to the AMS.
- Track policy changes endorsements audits and cancellations to ensure corresponding invoices/credits are processed accurately.
- Maintain client records: attach documentation update financing details and log communications.
- Answer client billing questions and provide clear courteous explanations to insureds brokers and insurance carriers.
- Monitor funding and commission payments; escalate delinquencies or short pays.
- Assist the Accounting Manager and Account Manager with day-to-day tasks and fulfill any other duties they may assign.
Experience and Qualifications:
- Minimum of two years commercial P&C insurance experience (preferably five) within a retail agency setting
- Exceptional attention to detail that catches billing data and coverage errors before they reach clients.
- Flexible mindset able to pivot between accounting tasks client service and ad-hoc requests without missing deadlines.
- Proficient in Microsoft 365 Google Workspace and SharePoint shared drives for seamless document management.
- Excellent written and verbal communication coupled with strong problem-solving abilities.
- Outstanding organizational and time-management skills support juggling multiple priorities.
Compensation Package:
- Salary range: $60k - $75k plus benefits package including major medical 401k profit sharing.
- Opportunities for career growth and professional development.
- A supportive and innovative team environment.
Disclaimer: Please note that this job description may not cover all duties responsibilities or aspects of the role and it is subject to modification at the employers discretion.
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Employment Type
Full-Time
