We’re Insurance Office of America, one of the nation’s largest privately held agencies. IOA was founded in 1988 with the idea that professional client service provided by knowledgeable, caring, and passionate people makes for a winning combination. Whether working at our home office in suburban Orlando, Florida, one of our branch offices across the US and Northern Ireland, or with one of our subsidiary companies, the continued growth of our over 1,300 employees is a testament to our belief that great things start with great people!

At IOA, we’re driven by our mission and core values. We work hard, but we have fun too. Workplace ideals like leading by serving, work/family life balance, and giving back to our community aren’t just clichés here – they’re a part of who we are. We believe in helping people grow, develop and achieve their professional goals, so when you join the IOA team you truly become a partner in our shared success.

The Accounting Specialist is responsible for the following policies and procedures established for the day-to-day general accounting functions and tasks of Insurance Office of America

Accounting Specialist – Accounts Receivable essential functions include:

• Monitor daily banking activity and the Accounts Receivable inbox, identifying client premium payments and premium finance funding available to be applied to client accounts
• Responsible for monthly recording of commission received from carriers : Enter EFT deposits, complete checks deposits, contact carrier to have direct deposits setup as needed
• Balance EFT bank account to EPIC
• Properly apply cash deposits in the general ledger to the client’s account and/or underlying accounts receivable invoices, working directly with the operations team to immediately resolve discrepancies between cash receipts and general ledger entries
• Record carrier payments which have been swept from the trust bank account, as a result of a client depositing direct bill premiums into the company’s bank account
• Proactively monitor unapplied cash reports and AR aging reports to identify items that need attention and work directly with operations or the appropriate party to determine a timely and appropriate resolution
• Address accounts receivable related questions or requests that come though the Accounts Receivable shared email inbox in a timely manner
• Compile and electronically archive supporting documentation for cash deposits

Qualified candidates will have:

• High School Diploma or equivalent
• 1 years’ previous accounting or finance experience
• Associate’s degree or Bachelor’s degree in business administration, finance or accounting is preferred
• Experience in the insurance industry is preferred
• Experience with Applied – Epic (agency management system/general ledger) is preferred
• Excellent administrative, multi-tasking and organizational skills with the ability to pay strong attention to detail
• Ability to analyze and problem solve complex issues
• Outstanding verbal and written communication skills
• Strong knowledge of Microsoft Outlook, Excel and Word

Great Reasons to Work at IOA include:

• Competitive salaries and bonus earning potential
• Great benefits, including company paid health insurance
• Paid time off for holidays, vacations, and sick time
• 401K with an employer match
• Participation in our employee stock plan
• Opportunities for professional growth and career progression
• A culture that emphasizes respect for every individual
• Company commitment to work/family life balance and community service
• Teammates who share your drive for excellence
• Knowing every day you are helping our clients protect their families and businesses

If you're ready to take a leap forward in your career, please click below to apply. Any candidates meeting the qualification requirements for the Accounting Specialist – Accounts Receivable role will be contacted. We’re looking forward to hearing from you!