What are the responsibilities and job description for the Accounting Clerk position at Legacy Risk Solutions?
Description
We are an independent insurance agency seeking a detail-oriented and organized Direct Bill Clerk to join our accounting team. This role is responsible for processing and reconciling direct bill commission statements while ensuring accuracy in data entry and recordkeeping. The ideal candidate is dependable, comfortable working with numbers, and able to manage multiple tasks efficiently. Previous accounting or insurance experience is helpful but not required — we are willing to train the right person.
Responsibilities
As part of our commitment in creating a fair, efficient, and consistent hiring process we may use artificial intelligence (AI) to help our recruiting teams organize, summarize, and analyze information provided by candidates, including resumes, application responses, and other materials submitted during the application process.AI may be used to identify patterns, highlight relevant skills, and experience, and assist in comparing a candidate’s qualifications with the requirement of a specific role. These tools are to improve efficiency and consistency while supporting more informed hiring decisions, which will ultimately be made by the hiring team.
We are an independent insurance agency seeking a detail-oriented and organized Direct Bill Clerk to join our accounting team. This role is responsible for processing and reconciling direct bill commission statements while ensuring accuracy in data entry and recordkeeping. The ideal candidate is dependable, comfortable working with numbers, and able to manage multiple tasks efficiently. Previous accounting or insurance experience is helpful but not required — we are willing to train the right person.
Responsibilities
- Review and process direct bill commission statements from insurance carriers and business partners.
- Reconcile commission payments and research discrepancies or missing information.
- Accurately enter commission and payment data into the agency management and accounting systems.
- Maintain organized electronic and physical records of statements and supporting documents.
- Assist with month-end balancing and reconciliation activities.
- Communicate professionally with carriers, producers, and internal staff regarding billing questions or payment issues.
- Perform administrative and clerical support tasks, including scanning, filing, and email correspondence.
- Provide additional support to the accounting department as needed.
- High school diploma or equivalent required.
- Prior administrative, clerical, or data entry experience preferred.
- Insurance or accounting experience is a plus, but not necessary.
- Strong attention to detail and accuracy.
- Comfortable working with numbers and reconciling information.
- Proficient in Microsoft Office applications, including Excel, Outlook, and Word.
- Strong organizational and communication skills.
- Ability to work independently and manage deadlines effectively.
- On-the-job training and support
- Collaborative team environment
- Opportunities for growth within the agency
- Competitive compensation and benefits packag
As part of our commitment in creating a fair, efficient, and consistent hiring process we may use artificial intelligence (AI) to help our recruiting teams organize, summarize, and analyze information provided by candidates, including resumes, application responses, and other materials submitted during the application process.AI may be used to identify patterns, highlight relevant skills, and experience, and assist in comparing a candidate’s qualifications with the requirement of a specific role. These tools are to improve efficiency and consistency while supporting more informed hiring decisions, which will ultimately be made by the hiring team.