We are looking for an experienced Insurance Accounting Specialist with hands-on experience in US Retail Insurance Agency Accounting, Bookkeeping, and Reconciliation processes. The ideal candidate should have worked directly with a US Insurance Agency/Brokerage or a third-party service provider supporting US insurance agencies. The role requires expertise in policy-related accounting activities, premium trust accounting, commission processing, and agency management systems.
Key Responsibilities
Perform Direct Bill and Agency Bill Reconciliations.
Handle Carrier Statement Reconciliations and resolve discrepancies.
Manage Premium Trust Account Reconciliations in compliance with US fiduciary regulations.
Process and reconcile Producer Commissions and Compensation.