Accounting Associate

Job Description

Job Description

The Accounting Associate is responsible for supporting the agencys financial, billing, and commission-processing functions. This position ensures the accuracy, timeliness, and integrity of all accounts payable, accounts receivable, direct bill commission workflows, reconciliations, and related reporting. The role requires strong attention to detail, effective communication skills, and the ability to work in a structured environment with recurring monthly deadlines.

Annual Base Salary + Bonus Opportunities

Paid Time Off (PTO)

Health Insurance

Vision Insurance

Mon-Fri Schedule

Parental Leave

Disability Insurance

Retirement Plan

Process agency and carrier accounts payable, including statement review, online payments, and reconciliation of agency-billed vs. carrier-billed premiums.

Research and resolve billing discrepancies, unapplied funds, missing invoices, and unbilled policies.

Enter, reconcile, and maintain direct bill commission data in Sagitta across multiple carriers.

Post commission deposits, verify renewals, and correct commission-related billing errors.

Complete monthly direct bill download processing and commission reporting.

Prepare financial reports, including annual premium volume reports, renewal/expiration lists, and client statements.

Maintain accurate coding on policy and billing records; process invoice voids, rebills, and cash receipt adjustments.

Assist with quarterly surplus lines filings and payments.

Update billing installment schedules and support annual uncashed-check notifications.

Provide support to internal departments regarding accounting and Sagitta-related questions.

Process and distribute monthly operational reports for agency units.

Prior accounting experience in an insurance or financial services environment preferred.

Familiarity with agency management systems (Sagitta strongly preferred).

Proficiency in Excel and comfort working with financial data.

Strong organizational skills and ability to meet cyclical monthly deadlines.

High attention to detail and accuracy.

Effective verbal and written communication skills.