Accounting Specialist (Employee Benefits)
About The Position
Our client is seeking an Employee Benefits Accounting Specialist to support the financial and administrative operations of its Employee Benefits platform. This role is responsible for commission processing, carrier reconciliations, invoicing, and maintaining accurate accounting and policy records across employee benefits accounts. The Accounting Specialist works closely with Benefits, Accounting, and Operations teams to ensure commissions and premiums are processed accurately, discrepancies are resolved promptly, and internal systems reflect complete and reliable financial and policy data. Success in this role requires strong attention to detail, sound judgment, and the ability to manage recurring deadlines in a fast-paced, collaborative environment.
Requirements
- Minimum of 1 year of experience in the insurance industry; employee benefits or agency accounting experience preferred
- Experience with insurance accounting functions, including commissions, billing, and reconciliations
- Proficiency working within agency management systems or benefits administration platforms
- Strong organizational skills and attention to detail
- Ability to work onsite approximately 75% of the time in Paterson, NJ
- High school diploma or equivalent required
Nice To Haves
- Experience with Epic (Applied Systems)
- Experience with Benefits Guide (Salesforce-based platform)
- Prior agency accounting or employee benefits administration experience
- Strong Excel and reporting skills
- Experience supporting audits or month-end close activities
Responsibilities
- Process employee benefits commissions accurately in accordance with carrier statements and agency agreements
- Reconcile carrier commission and premium statements; research and resolve discrepancies in a timely manner
- Manage invoicing, premium tracking, and commission posting within agency management and benefits administration systems
- Ensure all accounting, commission, and policy activity is properly documented and maintained within internal systems (e.g., Epic, Benefits Guide)
- Monitor carrier downloads and system feeds to ensure policies and financial data post correctly
- Identify, research, and assist in resolving delayed, errored, or incomplete policies and transactions
- Partner with internal service, operations, and benefits teams to resolve missing, delayed, or incorrect commissions
- Support audits, internal reporting, and month-end close activities related to employee benefits accounts
- Maintain organized, compliant financial and policy records in accordance with internal controls
- Assist with process improvement initiatives to enhance accuracy, efficiency, and scalability within the benefits accounting function
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
High school or GED
