Team Focus Insurance Group-posted 1 day ago
Full-time • Entry Level
Hybrid • Sunrise, FL
101-250 employees

The Accounting Specialist supports the financial health and operational efficiency of the insurance company by managing accounting tasks, reconciling financial data and ensuring compliance with regulatory standards. This role is responsible for accurately posting all incoming payments from policyholders to the correct accounts, ensuring that premium payments, deductibles, and other financial transactions are properly recorded. This role should have the ability to handle a high volume of transactions accurately and efficiently; and manage multiple tasks and deadlines in a fast-paced environment. This role also involves some financial analysis and reporting duties. Will be interacting with both internal teams (e.g., underwriting, customer service, claims) and external parties (e.g., insurance providers, clients, agents). Through these efforts, the Accounting Specialist will contribute to the organization’s ability to achieve financial transparency and maintain robust financial standing. This role is key to agency accounting to ensure sustainable and efficient operations. FOCUS is a subsidiary of PEAK6.

  • Post all incoming payments for policyholders to the correct accounts, ensuring that premium payments, deductibles, and other financial transactions are properly recorded.
  • Process adjustments, agent commissions, claims/premium refunds, and policy cancellations as needed.
  • Prepare and maintain accurate financial reports that comply with insurance industry standards.
  • Perform account reconciliations to ensure accurate financial records.
  • Review and reconcile payments received via checks, credit cards, or other methods, and resolve payment-related issues, such as incorrect billing or payment discrepancies.
  • Ensure adherence to all regulatory requirements and reporting standards.
  • Support month-end and year-end close processes, including responding to audit requests.
  • Reconcile cash batches and payments with bank records to ensure accurate posting.
  • Generate payment reports and assist in tracking overall cash flow for the company.
  • Collaborate internally (billing, underwriting, and claims) to support business objectives.
  • Effectively communicate externally with clients, insurance providers, agents regarding payment issues, overdue premiums, agent commissions, and account status.
  • Participate in cross-functional projects to enhance accounting processes and efficiency
  • Bachelor’s degree in accounting, Finance, Business, or a related field.
  • 1–3 years of progressive accounting or data entry experience, ideally within a multi-entity organization.
  • Proficient with accounting software and ERP systems (e.g., NetSuite, SAP, or similar).
  • Solid understanding of GAAP and insurance industry regulations.
  • Advanced proficiency with Microsoft Excel for data analysis.
  • Excellent analytical thinking and problem-solving abilities.
  • Exceptional organizational skills, with the ability to balance multiple priorities in a dynamic setting.
  • Strong interpersonal and communication skills for cross-team collaboration.
  • A tech-forward, efficiency-driven mindset—automation and process improvement are key.
  • Prior insurance industry experience is strongly preferred; property & casualty experience a plus.
  • Medical, Dental, Vision, Life, Pet
  • Flexible Spending Account
  • Competitive Salaries
  • 401K Match
  • Work-Life Balance: Personal Days, PTO Days, 12 Paid Holidays, Two Paid Days for Volunteer Service, Paid Parental Leave
  • Short and Long-Term Disability
  • Employee Support Programs, Including Mental Health
  • Tuition Reimbursement
  • Matching Charitable Gift Program
  • Lucrative Referral Program
  • Commuter Benefits
  • Flexibility: Remote and Hybrid Opportunities Available
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