Accounting Tech - Jefferson City, MO

Winter Dent Company•Jefferson City, MO

6d•Onsite

About The Position

Winter-Dent is seeking a detail-oriented and proactive Accounting Tech to join their 100% employee-owned team. This role supports the accounting team and ensures the agency runs efficiently. The company's mission is to help individuals and businesses protect what matters most. As an employee-owned agency, every team member has a stake in our shared success. The company offers a positive, welcoming, and enjoyable workplace culture with a shared vision to be a trusted leader in risk management and insurance solutions.

Requirements

0–1+ years of experience in billing, accounting support, administrative work, data entry, or a related field preferred but not required.
Experience working with accounting, operational, or agency management systems preferred but not required.
Insurance industry knowledge or familiarity with commission-based financial structures preferred but not required.
High school diploma or equivalent required.
Exceptional attention to detail and strong organizational skills.
Ability to prioritize work effectively and consistently meet deadlines.
Ability to work independently, take initiative, and seek support when needed.
Analytical, resourceful, and enjoy solving problems.
Communicate professionally and effectively with clients, coworkers, and business partners.
Strong and unwavering commitment to confidentiality.
Client-first mentality and support fellow Employee Owners with a positive attitude.
Commitment to continuous learning and professional development.
Willingness to help someone in need and belief that the success of the team is more important than the success of the individual.
Embody shared core values: Proactive, Continuous Learning, Transparency, We Do What We Say, Lead by Example, Vested, Other People Matter, Pay It Forward.

Responsibilities

Support the Accounting Department with direct bill processing and related administrative activities.
Review direct bill deposits, create activities, and attach statements within agency systems.
Ensure policy transactions are processed accurately, including transaction codes, profit centers, and commission allocations.
Review downloaded commissions and associate them with the correct policies.
Assist with identifying and resolving items in suspense.
Provide support with vendor payables, expense reports, journal entries, and other accounting-related projects as needed.
Perform other accounting and administrative related duties as time permits.
Serve as a member of the agency's front desk coverage team.
Answer incoming phone calls and direct them to the appropriate team members.
Provide coverage during lunches, PTO absences, meetings, and other scheduling needs.
Assist with mail runs and general office support responsibilities.