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Accounting Clerk
Job description
Description We are an independent insurance agency seeking a detail-oriented and organized Direct Bill Clerk to join our accounting team. This role is responsible for processing and reconciling direct bill commission statements while ensuring accuracy in data entry and recordkeeping. The ideal candidate is dependable, comfortable working with numbers, and able to manage multiple tasks efficiently.
Previous accounting or insurance experience is helpful but not required — we are willing to train the right person.
Responsibilities
Review and process direct bill commission statements from insurance carriers and business partners. Reconcile commission payments and research discrepancies or missing information. Accurately enter commission and payment data into the agency management and accounting systems. Maintain organized electronic and physical records of statements and supporting documents.
Assist with month-end balancing and reconciliation activities. Communicate professionally with carriers, producers, and internal staff regarding billing questions or payment issues. Perform administrative and clerical support tasks, including scanning, filing, and email correspondence. Provide additional support to the accounting department as needed.
Requirements
High school diploma or equivalent required. Prior administrative, clerical, or data entry experience preferred. Insurance or accounting experience is a plus, but not necessary. Strong attention to detail and accuracy. Comfortable working with numbers and reconciling information. Proficient in Microsoft Office applications, including Excel, Outlook, and Word.
Strong organizational and communication skills. Ability to work independently and manage deadlines effectively.
What We Offer
On-the-job training and support Collaborative team environment Opportunities for growth within the agency Competitive compensation and benefits packag
Description copied from Legacy Risk Solutions's careers page. Read the full posting before you apply.
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