Accounting Specialist - Agency Bill

Insurance Office of America•Clermont, FL

1d•Hybrid

About The Position

This position is responsible for reconciling Agency Bill Broker/Company Invoices and processing them for payment via Check, ACH, or Wire. The role involves handling timely payments, processing account reconciliations, and directing accounting questions to the appropriate team members. Proficiency in EPIC, Microsoft Outlook, Excel, and Word, as well as scanning to SharePoint, is required. The specialist will also 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.