Accounting Analyst

HUB International•Agawam, MA

5d•$23 - $26•Onsite

About The Position

The Accounting Analyst is an entry-level position supporting VIU by HUB's Financial Institution Division. This role is responsible for the accurate, timely processing of insurance transactions, data entry and integrity, download processing, and suspense resolution. The Accounting Analyst also supports data reporting and operational analysis, maintaining reports and helping surface trends and discrepancies that inform team decisions. Success in this role requires strong attention to detail, a willingness to learn, the ability to manage high-volume workloads accurately, and a collaborative approach to supporting the broader organization.

Requirements

Associate's degree in Accounting, Finance, Business Administration, or related field required
1–2 years of experience in accounting, data entry, financial operations, or insurance processing preferred
Experience with high-volume transaction or data processing in a professional environment
Proficiency in Microsoft Excel including pivot tables, VLOOKUP, and basic data analysis
Ability to navigate and learn multiple systems quickly, including accounting and insurance management platforms
Foundational understanding of accounting and accounts receivable principles including data entry, cash application, and transaction processing
Working knowledge of insurance transaction processing concepts including downloads, suspense items, and ADC corrections
Ability to manage high-volume, repetitive data processing tasks with consistent accuracy and attention to detail
Basic understanding of financial reporting and the ability to run, maintain, and distribute operational reports
Familiarity with insurance premium billing cycles and carrier structures at a foundational level
Analytical mindset with ability to spot patterns and discrepancies in data and communicate findings clearly
Strong organizational habits with disciplined record-keeping and documentation practices
Clear and professional written and verbal communication skills for internal team collaboration
Team-first approach with willingness to support colleagues, cross-train, and pitch in where needed
Self-motivated and dependable, with a commitment to accuracy, follow-through, and continuous learning

Nice To Haves

Bachelor's degree preferred
Property & Casualty insurance experience a plus
Familiarity with agency management systems — Applied Epic preferred
Familiarity with accounting software (QuickBooks, NetSuite, SAP, Oracle, or similar) preferred
Basic understanding of data reporting and the ability to run, format, and distribute reports

Responsibilities

Process high volumes of download transactions accurately and in a timely manner
Enter and maintain financial and policy data across systems with a focus on accuracy and completeness
Process ADC corrections to ensure financial and data accuracy across platforms
Process refunds, chargebacks, and payment adjustments in accordance with company policies
Apply cash receipts and premium payments to customer accounts as directed by the Accounting Specialist
Investigate and resolve suspense items to maintain data integrity across systems
Identify discrepancies in transaction data and collaborate with internal teams & carriers to resolve them
Complete investigation-level suspense tasks requiring detailed, systematic analysis
Escalate complex or unresolved items to leadership with clear documentation of findings
Maintain and run operational reports to support business visibility and decision-making
Monitor and distribute aging reports, flagging outstanding items for leadership review
Assist with data pulls, formatting, and preparation of recurring and ad-hoc financial reports
Identify patterns or anomalies in data and bring them to the attention of leadership
Support data integrity efforts by auditing entries and reconciling records as assigned
Assist with month-end and year-end close activities including reconciliation preparation and supporting schedules
Maintain organized, accurate records of all transactions and account activities to support audit readiness
Ensure compliance with accounting policies, procedures, and internal controls in all processing activities
Respond to internal inquiries regarding transaction status, data questions, and account information
Provide cross-functional support across operations teams to meet shifting business demands
Assist with onboarding and training of new team members on systems and processing procedures
Adapt to changing priorities and workload fluctuations in a dynamic, high-volume environment
Contribute to process improvement efforts by identifying inefficiencies and communicating suggestions