Prepare and distribute finance agreements, bind requests, invoices, and state affidavits
Conduct policy checks and renewal notifications to ensure accuracy and completeness
Ensure all required documentation is prepared, received, reviewed, and submitted accurately
Document and maintain transparency of all transactions within AMS and related systems
Process high-volume invoicing with precision and efficiency across agency billing workflows
Create accounts receivable statements and reports using multiple data sources
Apply incoming payments to customer, broker, and internal accounts
Process chargebacks, research discrepancies, and document or cancel related policies
Investigate, track, and resolve accounting discrepancies and payment issues
Create and distribute intents, notices of cancellation, and write-offs on a regular cadence
Submit outstanding balances to collections and maintain accurate tracking
Issue agency billing refunds and reconcile financial payments in accordance with company policy
Verify financial details on finance agreements and submit to contract processors
Review and support remittance of carrier payables as needed
Perform Capital Premium Finance reconciliations and support monthly financial processes
Maintain and process incoming accounting-related communications and email requests
Assist with internal and external surplus lines audits by verifying transactions and documentation
Support Sales teams with service-related items as needed
Provide backup support for administrative duties, including mail handling and general office coordination
Maintain confidentiality, professionalism, and a strong customer service orientation at all times
Manage multiple priorities independently while maintaining accuracy and meeting deadlines
Required to perform other duties as requested, directed, or assigned

Requirements

Bachelor’s degree in Accounting or equivalent professional experience preferred
2+ years of experience in accounting, insurance accounting, or related financial operations
Experience in insurance agency accounting, billing, or financial services preferred
Familiarity with agency billing, collections, and reconciliation processes
Strong attention to detail with a high level of accuracy in financial and administrative work
Proven ability to manage multiple priorities independently in a fast-paced environment
Strong organizational, time management, and problem-solving skills
Proficiency in Microsoft Office Suite, including Word, Excel, and Outlook
Experience with AMS systems, VUE, or similar insurance/accounting platforms preferred
Strong written and verbal communication skills and ability to collaborate effectively across teams
Demonstrated initiative in supporting process improvements and operational efficiency

Benefits

Health, dental, and vision plans
Amazing work-life balance with 4 weeks of Paid Time Off
10 Paid Company Holidays with 2 floating holidays
401K Programs with employer match
Personal assistance programs for support in a healthy personal and work life

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

accountingbillingreconciliationinvoicingaccounts receivablechargebacksfinancial reportingpolicy checkscollectionsfinancial analysis

Soft Skills

attention to detailorganizational skillstime managementproblem-solvingcustomer service orientationindependenceprofessionalismcommunication skillscollaborationinitiative

Certifications

Bachelor’s degree in Accounting