Accounting Specialist

TRICOR Insurance•Any, OH

47d•Remote

About The Position

TRICOR is growing and looking for a detail-oriented Accounting Specialist to join our Accounting team. This is an excellent opportunity for an accounting, bookkeeping, or insurance professional who enjoys working with financial data, reconciling complex transactions, and ensuring records are accurate and complete. In this role, you'll support critical accounting functions including direct bill commission reconciliations, carrier download activity, bank reconciliations, deposits, and month-end close processes. You'll work closely with internal teams, agency systems, and insurance carrier information to identify discrepancies, resolve issues, and help ensure the integrity of our financial records. If you thrive in a fast-paced environment, enjoy digging into details, and take pride in producing accurate results, we'd love to hear from you. Behind every accurate financial record is an Accounting Specialist helping ensure commission activity, cash transactions, and reconciliations are completed with precision and consistency.

Requirements

High School diploma or equivalent required
Working knowledge of accounting, bookkeeping, or reconciliation principles
Strong organizational and time-management skills
Proficiency with Microsoft Office, particularly Excel
Strong analytical, problem-solving, and communication skills
Ability to manage confidential financial information appropriately
Experience with or the ability to learn agency management and accounting systems

Nice To Haves

Associate's degree in Accounting, Finance, Business, or a related field
Two or more years of accounting, bookkeeping, reconciliation, insurance operations, or related experience
Insurance agency experience, including exposure to carrier commission statements or direct bill processes
Experience with Applied Epic, Ascend, or similar agency management and accounting systems
Experience with carrier download processes or automated reconciliation systems

Responsibilities

Reconcile direct bill commission statements and payments, including activity received through carrier download and other carrier reporting methods
Research and resolve discrepancies including missing transactions, unmatched items, and differences between carrier statements and agency records
Review, reconcile, and troubleshoot carrier download activity to ensure commission information is accurately reflected in agency systems
Perform assigned bank reconciliations and investigate reconciling items
Prepare and record deposits for client payments, commissions, and other receipts
Maintain accurate documentation and records within Ascend, Applied Epic, and other applicable systems
Support month-end close activities by completing assigned reconciliations and communicating outstanding issues promptly
Collaborate with internal teams and carrier contacts to obtain information and resolve discrepancies
Identify opportunities to improve reconciliation processes, documentation, data quality, and workflow efficiency