Insurance Accounting Specialist

Accounting Specialist

Austin, TX

Position Summary

Growing organization seeking an Accounting Specialist to support financial operations through account reconciliation, payment processing, and transaction research. This position will work closely with internal teams and external business partners to ensure accurate financial records, timely payments, and resolution of account discrepancies.

Key Responsibilities

• Reconcile account activity and financial transactions to ensure accuracy and completeness.
• Research and resolve discrepancies through collaboration with internal departments and external contacts.
• Process payments and maintain supporting documentation.
• Monitor account balances and transaction activity to support accurate recordkeeping.
• Assist with balancing activities and general accounting functions.
• Develop and maintain effective working relationships with internal and external stakeholders.
• Support ongoing process improvements and participate in training opportunities.
  
  

Qualifications

• 2 years of accounting, bookkeeping, accounts payable, accounts receivable, or related financial experience.
• Experience working within Applied Epic is required.
• Strong understanding of account reconciliations and financial recordkeeping.
• Proficiency with Microsoft Excel and other Microsoft Office applications.
• Strong analytical, problem-solving, and organizational skills.
• Ability to manage multiple priorities in a fast-paced environment.
• High school diploma required; additional accounting coursework or related education preferred.
  
  

Preferred Experience

• Experience in agency accounting, insurance accounting, or a similar service-based environment.
• Familiarity with ERP, accounting, or agency management systems.
• Working knowledge of journal entries and general accounting principles.