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 int...