Accounting Analyst
Agawam, MA - USA
Job Summary
Role Overview
The Accounting Analyst is an entry-level position supporting VIU by HUBs Financial Institution Division. This role is responsible for the accurate timely processing of insurance transactions data entry and integrity download processing and suspense resolution. The Accounting Analyst also supports data reporting and operational analysis maintaining reports and helping surface trends and discrepancies that inform team decisions. Success in this role requires strong attention to detail a willingness to learn the ability to manage high-volume workloads accurately and a collaborative approach to supporting the broader organization.
Role Responsibilities
Transaction Processing & Data Entry
- Process high volumes of download transactions accurately and in a timely manner
- Enter and maintain financial and policy data across systems with a focus on accuracy and completeness
- Process ADC corrections to ensure financial and data accuracy across platforms
- Process refunds chargebacks and payment adjustments in accordance with company policies
- Apply cash receipts and premium payments to customer accounts as directed by the Accounting Specialist
Suspense & Discrepancy Resolution
- Investigate and resolve suspense items to maintain data integrity across systems
- Identify discrepancies in transaction data and collaborate with internal teams & carriers to resolve them
- Complete investigation-level suspense tasks requiring detailed systematic analysis
- Escalate complex or unresolved items to leadership with clear documentation of findings
Data Reporting & Analysis Support
- Maintain and run operational reports to support business visibility and decision-making
- Monitor and distribute aging reports flagging outstanding items for leadership review
- Assist with data pulls formatting and preparation of recurring and ad-hoc financial reports
- Identify patterns or anomalies in data and bring them to the attention of leadership
- Support data integrity efforts by auditing entries and reconciling records as assigned
Month-End Close & Compliance Support
- Assist with month-end and year-end close activities including reconciliation preparation and supporting schedules
- Maintain organized accurate records of all transactions and account activities to support audit readiness
- Ensure compliance with accounting policies procedures and internal controls in all processing activities
- Respond to internal inquiries regarding transaction status data questions and account information
Operations & Team Support
- Provide cross-functional support across operations teams to meet shifting business demands
- Assist with onboarding and training of new team members on systems and processing procedures
- Adapt to changing priorities and workload fluctuations in a dynamic high-volume environment
- Contribute to process improvement efforts by identifying inefficiencies and communicating suggestions
Key Competencies
Attention to Detail & Accuracy
Ensures precision in data entry transaction processing and record keeping with a low error tolerance in a high-volume environment
Analytical Thinking
Identifies data discrepancies and suspense issues investigates root causes and supports resolution with clear documentation
Problem Solving
Works through transaction and data issues systematically escalating appropriately with relevant context and findings
Adaptability & Resilience
Maintains accuracy and composure when managing high-volume workloads and shifting priorities
Collaboration & Team Support
Works effectively with others to support financial accuracy
Communication
Communicates clearly and professionally with internal teams; documents findings and questions concisely
Self-Management
Organizes and prioritizes daily workload independently meets deadlines and takes ownership of assigned tasks
Willingness to Learn
Proactively builds knowledge of VIU systems insurance operations and financial processes to grow within the role
Qualifications
Education
- Associates degree in Accounting Finance Business Administration or related field required
- Bachelors degree preferred
Experience
- 12 years of experience in accounting data entry financial operations or insurance processing preferred
- Experience with high-volume transaction or data processing in a professional environment
- Property & Casualty insurance experience a plus
- Familiarity with agency management systems Applied Epic preferred
Technical Skills
- Proficiency in Microsoft Excel including pivot tables VLOOKUP and basic data analysis
- Ability to navigate and learn multiple systems quickly including accounting and insurance management platforms
- Familiarity with accounting software (QuickBooks NetSuite SAP Oracle or similar) preferred
- Basic understanding of data reporting and the ability to run format and distribute reports
Knowledge & Skills
- Foundational understanding of accounting and accounts receivable principles including data entry cash application and transaction processing
- Working knowledge of insurance transaction processing concepts including downloads suspense items and ADC corrections
- Ability to manage high-volume repetitive data processing tasks with consistent accuracy and attention to detail
- Basic understanding of financial reporting and the ability to run maintain and distribute operational reports
- Familiarity with insurance premium billing cycles and carrier structures at a foundational level
- Analytical mindset with ability to spot patterns and discrepancies in data and communicate findings clearly
- Strong organizational habits with disciplined record-keeping and documentation practices
- Clear and professional written and verbal communication skills for internal team collaboration
- Team-first approach with willingness to support colleagues cross-train and pitch in where needed
- Self-motivated and dependable with a commitment to accuracy follow-through and continuous learning
Salary Transparency
The salary range is $23.00 to $26.00 hourly Total compensation will be impacted by factors such as the successful candidates skills experience and performance. HUB International is proud to offer comprehensive benefit and total compensation packages: health dental vision life and disability insurance; FSA HSA and 401(k) accounts and paid-time-off benefits.
#VIUbyHUB
Department Accounting & FinanceRequired Experience: 1-2 years of relevant experienceRequired Travel: No Travel RequiredRequired Education: Associate degree (2-year degree)HUB International Limited is an equal opportunity employer that does not discriminate on the basis of race/ethnicity national origin religion age color sex sexual orientation gender identity disability or veterans status or any other characteristic protected by local state or federal laws rules or regulations.
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Required Experience:
IC
About Company
HUB International is a leading North American insurance brokerage that provides employee benefits, business, and personal insurance products and services.