AssuredPartners

Accounting Specialist

Job ID
2025-18195
# of Openings
2
Category
Finance
Location : Location
US-TX-Plano

Overview

The Accounting Specialist assists with journal entries under supervision; helps in preparation of reports and posting to specific accounts. Responsible for depositing and posting of all deposits daily. Must operate in a manner consistent with GAAP accounting rules. Works with accounting staff in other offices to ensure that reconciliations are in balance. Computes, classifies, records, and verifies numerical data for use in maintaining accounting records by performing the following duties.

 

As one of the fastest growing insurance brokers in the U.S., we are excited to bring on those interested in growing their career in the insurance industry. Opportunity awaits you with us!  

 

The Ideal Candidate:

Previous Insurance Carrier Billing Experience

You have a great mix of analytical and problem-solving skills.

You are dependable as a team member and know when you can go above and beyond and take initiative.

 

If this sounds like you, we invite you to keep reading and apply!

What You'll Do

  • Codes data for input to financial data processing system according to company procedures. Verifies and posts details of business transactions, such as funds received and disbursed, and totals accounts to ledgers or computer spreadsheets and databases. Keeps all company payables current, in balance and paid. Completes posting uploads. Audits invoices against purchase orders, research discrepancies, and processes for payment.
  • Prepares vouchers, invoices, checks, account premiums, reports, and other records, and reviews for accuracy. Responsible for processing and approving finance agreements.
  • Reconciles general ledger accounts with various registers. Resolves all inter-company discrepancies.
  • Makes and posts deposits daily.
  • Assists client service staff in reconciling clients' accounts. Reconciles Producer report discrepancies and problems. Resolves premium discrepancies and adjusts commissions as needed.
  • Prepares and enters all benefit, payroll, and 401k journal entries.
  • Prepares monthly deductions files for benefits reconciliation.
  • Other duties as assigned.

What's in it For You?

To help you make the best decision for your personal growth, it’s important to us to share a glimpse of what we offer our top asset, our people:   

  • Competitive Base salary
  • Generous 30+ Days Comprehensive Paid Time Off Package inclusive of Paid Time Off, 10 Company Holidays, 2 Floating Holidays, 5 Sick Days, and 2 Volunteer Days
  • Health benefit options with you in mind; 5 affordable medical plan options with rates based on your salary, company paid HSA contribution with eligible HSA plan selection, 2 dental plan options offering orthodontia coverage and 3 cleanings per year, and 2 vision plan options    
  • Company match 401(k) plan – 50% up to 6%!   
  • Support of your fitness wellness goals! We offer up to 75% off at over 11,000 gyms and fitness centers    
  • Opportunity to prioritize your mental health with 24/7 access to licensed therapists   
  • Pet benefits & discounts   

What You'll Need

Previous related experience in Direct Billing and Reconciliation or equivalent education in Accounting or Finance. 

Tech savvy; must have intermediate skills in Excel; agency management system experience preferred.

Multitasking/organizational/time-management skills.

Strong math skills

Previous Carrier or Insurance experience preferred but not required. 

Grow, with us

AssuredPartners is passionate about fueling our clients’ innovation and growth. That makes us the perfect place for creative, dynamic people who want to grow their career while helping businesses, families and people thrive.   

 

We’re proud to be the fastest-growing independent insurance broker in America, but we’re even prouder of the honest, caring relationships that our employees build with our clients every day.

 

Working with us will give you the opportunity to do work that matters while you learn with us, advance with us, and most importantly, grow with us.

 

AssuredPartners is committed to embracing diversity, equity and inclusion to create a workplace that welcomes and thrives on the unique experiences, perspectives and contributions of all team members. AssuredPartners is bringing the best people and most diverse talent forward to drive growth, innovate and think bigger! 

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