Accounting Specialist - Insurance Agency jobs in United States
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Robert Half · 3 weeks ago

Accounting Specialist - Insurance Agency

Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. They are seeking an experienced Accounting Specialist to manage accounts receivable processes within an insurance agency setting, ensuring accuracy and compliance with accounting standards.

ConsultingHuman ResourcesRecruitingSecurity

Responsibilities

Process and monitor accounts receivable transactions to ensure accuracy and timeliness
Perform detailed reconciliations of financial accounts to identify and resolve discrepancies
Utilize Microsoft Excel and Access to manage and analyze data effectively
Conduct thorough research to support financial operations and resolve outstanding issues
Maintain relational databases to organize and track financial information efficiently
Collaborate with team members to ensure compliance with accounting standards and company policies
Prepare regular financial reports and provide insights to support business decisions
Assist in the implementation of best practices for accounting functions within the insurance agency
Support audits by providing accurate documentation and detailed accounts
Communicate with clients or stakeholders to address inquiries related to accounts receivable

Qualification

Accounting functionsAccounts receivableMicrosoft ExcelMicrosoft AccessRelational databasesResearch skillsOrganizational skillsCommunication skills

Required

Proficiency in Microsoft Excel for data analysis and reporting
Experience with Microsoft Access and relational databases
Strong background in accounting functions, particularly accounts receivable
Ability to perform detailed reconciliations and resolve financial discrepancies
Skilled in conducting research to support financial decision-making
Familiarity with the operations and requirements of an insurance agency
Excellent organizational and communication skills
Proven ability to work independently and collaboratively in a team environment

Benefits

Medical
Vision
Dental
Life and disability insurance
401(k) plan

Company

Robert Half

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🔒 At Robert Half, we prioritize your security—if you believe you've encountered a scam or fraudulent recruiter, please report it immediately to https://www.roberthalf.com/us/en/fraud-alert.

Funding

Current Stage
Public Company
Total Funding
unknown
1978-01-13IPO

Leadership Team

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Keith Waddell
President and CEO
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Paul Gentzkow
President and Chief Executive Officer, Talent Solutions
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