Accounting Specialist - Direct Bill

Title: Accounting Specialist – Direct 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

This position is responsible for following policies and procedures established for the day-to-day Direct Bill accounting functions and task of Insurance Office of America. This will involve accurately recording commission received from insurance carriers and brokers. Commission Statements are hand-keyed, downloaded or imported in our data management system. Excellent communication with our internal operations team is required.

What You’ll Do:

• Responsible for recording commission received from insurance carriers and brokers.
• Ability to identify and assign items in suspense to balance statements.
• Import, save and format commission statements into suspense accounts.
• Key and track exception errors and send to appropriate department for correction.
• Research and resolve policies without transactions received from different departments.
• Compile and electronically archive supporting documentation.
• Lives and champions IOA core values at all times, demonstrating the highest level of personal character, integrity, and servant leadership.
• Regular and consistent attendance is expected and a necessary component to the job.
• Proven commitment to excellence in customer service
• Back-up for teammates as needed, covering for others in their absence and ensuring overall team service excellence.
• Ensures professional skills are continuously improved by actively participating in internal/external development opportunities.
• Lifting and carrying large equipment/boxes over 5 lbs.
• Bending and stooping to utilize necessary office equipment.
• Participation in team building and other activities.
• Performs 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.