Accounting Specialist - Agency Bill

Insurance Office of America•Winter Springs, FL

1d•Hybrid

About The Position

This position is 5 days fully in office at our Longwood, FL office, however, can be hybrid 2-3 days after 90 days based on performance. Please note: If this position is posted as either fully remote and/or hybrid, in accordance with company policy, individuals residing within a 50-mile radius of a branch location may be required to work onsite in a hybrid capacity as there may be occasions when on-site presence is necessary to meet specific business needs. Additionally, our remote work policy includes having a dedicated, distraction-free workspace. Remote work is not a substitute for childcare, elder care, or other personal responsibilities during working hours. To view our branch locations, please visit: ioausa.com/locations About the Role: Reconcile Agency Bill Broker/Company Invoices and process them for payment via Check, ACH, or Wire. Handle timely payments, process account reconciliations, and direct accounting questions to the appropriate team members. Navigate EPIC, and have knowledge of Microsoft Outlook, Excel, and Word, as well as scanning to SharePoint. Process check requests within assigned time slots.

Requirements

3 years of previous accounting experience preferred
Strong analytical, problem-solving, and decision-making skills
Exceptional customer service, communication, multitasking, and organizational skills
Proficiency in MS Office (Outlook, Word, Excel)
High School Diploma (or equivalent)
Navigate EPIC
Knowledge of Microsoft Outlook, Excel, and Word
Scanning to SharePoint

Responsibilities

Print and process check requests in a timely manner during assigned time.
Process urgent payment requests, including ACH/Wire if needed.
Distribute electronic invoices and statements to the appropriate team member during assigned time slot.
Efficiently retrieve items in EPIC as needed for balancing statements to invoices.
Request W-9s from Brokers and other vendors, keeping this information up to date.
Process account reconciliations on demand, confirming receivable balance in EPIC.
Pull account reconciliations and complete check processing or record EFT/ACH payments.
Compile backup documentation for finalized reconciliations.
Complete daily scan and drop of all work performed for the day into SharePoint.
Follow up and problem solve any billing issues with appropriate departments, Managers, or Agents as they occur, processing adjustments as needed.
Track daily funds needed for the week and known future expenditures for upper management planning.
Demonstrate integrity and leadership.