Tower Street Insurance is a highly reputable and fast-growing agency seeking a high-achieving, detail-oriented Accounting Specialist to join our Agency, based in Dallas, Texas. If you are an individual who understands the importance of customer service, being a team player, and having extensive insurance knowledge; as well as value the ability to work for a growing organization, we are interested in speaking with you about being a part of our team.

Essential Functions:

Direct Bill Commission Download – Assigning Items out of Suspense
Reconcile Direct Bill Commissions to include Direct Bill Commission Import and Recording of Commissions
Cash Receipts of Direct Bill Commission Payments
Premium Payable Reconciliations with payments to carriers and brokers and recording disbursements in EPIC
A/R billing/collection premiums and other receivables for loss control and HR Consulting
Paying vendor payables
Processing vendor payables disbursements in EPIC
Recording cash receipts in EPIC for client premiums
Have knowledge and ability of running various EPIC reports. Examples include but not limited to A/R report, Premium Payables Report, Book of Business reports, Producer Commission Reports, Production Reports, Policy reports to audit EPIC fields for accuracy.
Experience with Applied Pay
Ability to transact agency billed client invoices or correct as needed for Account Managers

Required Skills:

Intermediate PC skills, with the ability to effectively utilize the agency's management systems
Ability to work within a fast-paced, changing priority environment
Self-motivated, with the initiative to prioritize and be self-directed
Regular and punctual attendance is required for designated office days
Ability to communicate effectively, both verbally and in writing
Excellent interpersonal skills, with the ability to interact effectively with both colleagues and managers, across all levels
Ability to promote and maintain a team environment, willing to find accommodating solutions for our customers, companies, and the Agency
Ability to successfully adhere to company policies and procedures, as well as maintain strict confidentiality

Qualifications:

At least 3 years as an Accounting Specialist within an insurance agency environment
Must have experience using EPIC agency management software for accounting transactions
Applied Epic Agency Management System or similar insurance management system
Proficiency in MS Office Suite, particularly Word, Excel, and Outlook
College degree – preferred or related work experience
Attention to Detail and Organizational Skills
Strong Customer Service and Interpersonal Skills
Time Management Skills along with the ability to work in a team environment

Company Benefits:

A company with a Strong Brand and Positive Culture
Competitive Pay (salary and semi-annual bonus potential)
Company paid health premiums
Paid Holidays
401K plan with a discretionary company match

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Insurance Agency Accounting Specialist