Job Summary

We are currently seeking a detail-oriented and dependable Accounting Clerk with experience in the insurance industry and hands-on proficiency with Applied Epic software. This is a great opportunity for someone who thrives in a fast-paced environment and values accuracy, teamwork, and professional growth.

Essential Duties and Responsibilities

• Process and reconcile client payments, carrier payables, and commissions
• Maintain accurate financial records and account balances within the Applied Epic system
• Assist with monthly reporting, invoicing, and general ledger entries
• Monitor and resolve billing discrepancies and outstanding balances
• Support the accounting team with audits, reconciliations, and administrative tasks

Knowledge, Skills and Abilities

• Proficiency in Applied Epic is required
• Strong knowledge of accounting principles and bookkeeping best practices
• Comfortable working with spreadsheets, reporting tools, and Microsoft Office Suite
• Excellent attention to detail, organizational skills, and time management
• Ability to work independently and collaboratively within a team environment

Education & Experience

• 2+ years of accounting experience, preferably within an insurance brokerage or agency.