Title: Accounting Specialist – Agency Bill

Welcome to Insurance Office of America – one of the nation’s largest and premier privately held insurance agencies! Recognized as a Top Workplaces USA Award winner, IOA’s commitment to both a rewarding culture and employee satisfaction is unwavering. Prioritizing a strong work/life balance, personal and professional growth, competitive benefits, and giving back to our community aren’t just clichés here – they’re a part of who we are. With a growing workforce and over 60 office locations across the US and Northern Ireland, we can confidently serve our clients with an unmatched standard of excellence.

Want to learn more? Complete the application below and one of our talented recruiters will be ready to answer any other questions you may have.

Job Summary

Reconcile Agency Bill Broker/Company Invoices and process them for payment via Check, ACH or Wire. Respond to timely payments that need to be handled quickly. Process Account Reconciliations when asked. Be able to answer or direct Accounting Questions to the correct team members for answering. Properly navigate EPIC, need knowledge of Microsoft Outlook, Excel, and Word. Knowledge of scanning to SharePoint. Being able to process Check Requests in his/her time slots.

What You’ll Do:

• Print and process check requests in a timely manner during assigned time.
• Process urgent payment requests which could include ACH/Wire if needed.
• Distribute electronic invoices and statements to the appropriate team member during assigned time slot.
• Efficiently retrieve items in EPIC as needed for balancing statements to invoices.
• Request W-9’s from Brokers and other vendors keeping this information up to date as needed.
• Process account reconciliations on demand, confirming receivable balance in EPIC.
• Pull Account Reconciliations and complete check processing or record EFT/ACH payments.
• Compile back up documentation for finalized reconciliations.
• Complete daily scan and drop of all work performed for the day into SharePoint.
• Follow up and problem solve any billing issues with appropriate departments, Managers or Agents as they occur, processing adjustments as needed.
• Track daily funds needed for the week and known future expenditures for upper management planning.
• Live and champion IOA core values at all times, demonstrating the highest level of personal character, integrity, and servant leadership.
• Maintain regular and consistent attendance as expected, as this is a necessary component to the position.
• Perform other duties as assigned.

What We’re Looking For:

 Entry level – 3 years of previous accounting experience 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

 Ability to use standard office equipment such as 10 key calculator, copier and scanner

 High School diploma (or equivalent)

What We Offer:

• 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

Still wondering if IOA is the right fit for you?

• If you want to feel the significance of knowing your efforts have been both recognized, appreciated and rewarded, then IOA is right for you.
• If you want to feel valued and have a real influence towards the continued success of your organization, then IOA is right for you.
• If you want to feel the peace of knowing that you’ve made the best decision of your professional life, then IOA is right for you.

Job Type: Full-time

Pay: $21.00 - $23.00 per hour

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Life insurance
• Paid time off
• Vision insurance

Experience level:

• 5 years

Schedule:

• Monday to Friday

Experience:

• Accounting: 5 years (Preferred)
• Accounting Reconciliation: 3 years (Preferred)

Ability to Commute:

• Longwood, FL 32750 (Required)

Work Location: Hybrid remote in Longwood, FL 32750