Accounting Tech - Columbia, MO

Winter Dent CompanyColumbia, MO
Onsite

About The Position

At Winter-Dent, our mission is to help individuals and businesses protect what matters most-whether it's their home, their livelihood, or their financial future. As an employee-owned agency, every team member has a stake in our shared success. We're looking for a detail-oriented and proactive Accounting Tech to support our accounting team while helping ensure the agency runs efficiently behind the scenes.

Requirements

  • High school diploma or equivalent required
  • Exceptional attention to detail and strong organizational skills
  • Able to prioritize work effectively and consistently meet deadlines
  • 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
  • Maintain a client-first mentality and support fellow Employee Owners with a positive attitude
  • Committed to continuous learning and professional development
  • Always willing to help someone in need and believe 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

Nice To Haves

  • 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

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.
  • 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.

Benefits

  • A positive, welcoming, and enjoyable workplace culture.
  • A shared vision to be a trusted leader in risk management and insurance solutions, providing security and peace of mind for individuals and organizations.
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