Premium Payable Accountant

Shepherd Insurance LLC•Carmel, IN

9h•Onsite

About The Position

This is an ideal opportunity to work at a growing organization with a strong family culture. Shepherd Insurance is a privately-owned insurance agency that has delivered risk management solutions since 1977. With a wide variety of insurance and financial products, we are among the largest independent agencies in the country. The Premium Payable Accountant plays a critical role in ensuring the accuracy, timeliness, and integrity of all payable transactions and financial reporting processes. This role partners closely with internal teams and external partners to manage payment workflows, maintain compliance, and resolve discrepancies. With a positive attitude, the Premium Payable Accountant demonstrates strong accounting expertise, attention to detail, and a commitment to continuous improvement in a fast-paced, collaborative environment.

Requirements

Strong Accounting skills, and demonstrated work experience in financial reporting, payables, and accounting functions.
Proven ability to manage deadlines and multiple priorities.
Familiar with a variety of computer software applications including Microsoft Office products (Word, Excel, Outlook, PowerPoint), Agency Management System experience, and accounting systems/software (QuickBooks).
Ability to travel to acquired organizations and offices as needed.

Nice To Haves

Bachelor’s degree in Accounting, Finance or related degree, preferred.
2+ years of progressive accounting/finance experience, preferred, in insurance, financial services or related field.

Responsibilities

Review company payable reports to identify items that are ready for payment.
Research missing carrier statements after client payments have been received.
Develop and maintain final company payable reports.
Develop and maintain return payments to customers.
Ensure accuracy and compliance in support for transactions is processed and filed accurately in agency management and document management systems.
Collaborate with appropriate teams to resolve transaction inquiries.
Initiate ACH, wire, and check payments as requested and applicable.
Develop and maintain company payable and advisor payable reports on a monthly basis, including initiating payments to specific individuals.
Enforce and uphold established controls and compliance surrounding all payment processes.
Foster a culture of accountability, collaboration, and continuous improvement amongst internal and external teams.
Participate in training and development opportunities to remain up to date on industry information, new product development, and continuing education opportunities.
Perform other related duties as assigned.