Accounting Clerk

Accounting Clerk

Founded in 2017, Alera Group is one of the nation's leading independent insurance and financial services firms. We combine the strength of a national organization with the personalized service of local experts to help clients succeed across Employee Benefits, Property & Casualty Insurance, Retirement Plan Services, Wealth Services, and Human Capital Solutions.

At Alera Group, our Employee Benefits team helps organizations attract, retain, and support their employees through innovative benefits solutions. As an Accounting Clerk, you'll play an important role in delivering exceptional client service, building trusted relationships, and helping clients navigate the complexities of employee benefits.

Responsibilities:

• Support accounts receivable activities and maintain accurate commission transaction records
• Process and balance daily commission transactions within AgencyBloc
• Review and classify revenue transactions for proper allocation by subsidiary, general ledger account, class, department, and location
• Modify and import carrier commission statements from Excel files into AgencyBloc
• Investigate and resolve commission discrepancies, missing payments, and transaction errors
• Generate commission reports using AgencyBloc and other reporting tools
• Collaborate with internal departments to establish and maintain accurate commission split arrangements
• Provide responsive customer service to agents, carriers, and colleagues regarding commission-related inquiries

Qualifications:

Required Qualifications

• High school diploma required; currently pursuing or recently completed coursework in Accounting, Finance, Business, or a related field preferred
• Strong organizational skills with exceptional attention to detail
• Ability to handle confidential and time-sensitive information with professionalism
• Strong verbal and written communication skills
• Ability to manage multiple priorities and maintain accuracy in a high-volume environment
• Proficiency in Microsoft Office applications, particularly Excel, Word, Teams, and SharePoint
• Ability to quickly learn new software systems and business applications

Preferred Qualifications

• Previous internship, coursework, or experience related to accounting, finance, or bookkeeping
• Experience working with financial systems, CRM platforms, or reporting tools
• Familiarity with AgencyBloc, Tipalti, QuickBooks, Concur, or Adobe Acrobat
• Customer service experience in a professional environment
• Understanding of accounts receivable processes and basic accounting principles

Compensation

• Hourly Range: $20$22 hourly

Benefits

• Medical, dental, and vision insurance
• Life and disability coverage
• 401(k)
• Generous paid time off
• Professional development opportunities

This position is Hybrid. Hybrid: This role follows a hybrid work arrangement, combining in-office and remote work based on business needs and manager expectations.

We're an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status, or any other protected class.

Alera Group is committed to protecting your privacy. Please review our Privacy Policy to understand what personal information we may collect and use as part of your application process.

Location Type: Hybrid - 2 or less days in office