Accounting Assistant/Admin Assistant

The Jonus Group•Chamblee, GA

1d•$60,000 - $75,000

About The Position

Accounting Assistant/Admin Assistant Mid-sized, rapidly growing insurance agency is seeking an Accounting Assistant/Admin Assistant to join their team. The Accounting Assistant/Admin Assistant serves as the operational “glue” between the Account Management and Accounting teams. You’ll own day-to-day premium invoicing, funding, and reporting tasks while maintaining high-touch client service—ensuring revenue is recorded accurately, cash is applied promptly, and clients receive timely, error-free documentation. Ideal candidate has a minimum of two years’ commercial P&C insurance experience (preferably five) within a retail agency setting.

Requirements

Minimum of two years’ commercial P&C insurance experience (preferably five) within a retail agency setting
Exceptional attention to detail that catches billing, data, and coverage errors before they reach clients.
Flexible mindset able to pivot between accounting tasks, client service, and ad-hoc requests without missing deadlines.
Proficient in Microsoft 365, Google Workspace, and SharePoint shared drives for seamless document management.
Excellent written and verbal communication coupled with strong problem-solving abilities.
Outstanding organizational and time-management skills support juggling multiple priorities.

Responsibilities

Generate and email client invoices (direct-bill & agency-bill) within 24 hrs of binding or endorsement.
Record daily deposits, apply cash to open invoices, and scan checks for remote deposits.
Prepare month-end premium, commission, and trust-account reconciliations; investigate and resolve variances with carriers.
Draft and execute premium-finance agreements; monitor disbursement schedules, track funding, and upload documents to the AMS.
Track policy changes, endorsements, audits, and cancellations to ensure corresponding invoices/credits are processed accurately.
Maintain client records: attach documentation, update financing details, and log communications.
Answer client billing questions and provide clear, courteous explanations to insureds, brokers, and insurance carriers.
Monitor funding and commission payments; escalate delinquencies or short pays.
Assist the Accounting Manager and Account Manager with day-to-day tasks and fulfill any other duties they may assign.