Accounting & Admin

Position Overview

We are seeking a highly detail-oriented Accounting & Admin to support insurance accounting operations, commission reconciliation, carrier payments, and month-end reporting. This role plays a critical part in ensuring accuracy across direct bill and agency bill reconciliations, commission tracking, trust accounting, and financial reporting.

The ideal candidate has experience in insurance accounting (highly preferred) is comfortable working in EPIC, and can manage complex workflows involving carriers, brokers, producers, vendors, and finance partners.

Key Responsibilities

Direct Bill Reconciliation (Download & Non-Download)

Download Reconciliation

• Verify commission amounts against payments received
• Validate PR/BR commission percentages
• Import transactions into EPIC and reconcile
• Associate carrier payments accurately

Non-Download Reconciliation

• Pull carrier statements f...