Insurance Accounting Associate

Accounting Associate

We are seeking an entry-level associate to join our accounting team supporting renewal business operations. This is a detail-oriented, high-volume processing role ideal for someone coming from a customer service or administrative background who is eager to grow within the accounting field.

In this role, you will work closely with our renewal business processing team to ensure that renewal policies are processed accurately and on time. Every policy renews annually, with payment outreach beginning 30 days prior to the effective date.

Responsibilities:

• Process renewal payments received via ACH, credit card, and mortgage escrow accounts on the effective date of each policy
• Process and deposit approximately 500600 checks per week received by mail; record deposits into the banking system
• Enter and record transactions into our proprietary insurance software and QuickBooks Online
• Verify that all customers have the required documentation on file and have agreed to their premium prior to renewal processing
• Track and follow up on outstanding or missing payments and documents
• Communicate with customers primarily via email regarding their accounts, payment status, and renewal documentation
• Reconcile daily transactions and maintain accurate financial records
• Support the broader accounting team with additional tasks as the role grows

Qualifications:

• Prior experience in accounting, bookkeeping, customer service, or a related administrative role
• Strong proficiency in Microsoft Office, particularly Excel (basic formulas including SUM and IF functions required)
• Exceptional attention to detail and accuracy in high-volume processing environments
• Strong multitasking and organizational skills with the ability to prioritize effectively
• Professional written communication skills the majority of customer interactions occur via email
• Ability to pass a background check

Preferred (Not Required):

• QuickBooks Online experience
• Familiarity with insurance processes or terminology
• An accounting or business degree is not required for this role

Work Schedule & Environment:

• In-office Monday through Friday; hybrid eligibility available after 6 months of employment
• Flexible start time: employees may begin as early as 7:00 AM ET or as late as 10:00 AM ET (8:00 AM MT), working 8 consecutive hours from their chosen start time
• Quiet, professional office environment

Benefits:

• Paid time off, including PTO, sick days, and vacation days
• Health, dental, and vision insurance
• Retirement benefits
• Healthcare spending accounts