Accounting Specialist

Accounting Specialist

Full Time Guy Hurley - 989 Rochester Hills, Rochester Hills, MI, US

5 days ago Requisition

Under the direction of the Accounting Manager, the Accounting Specialist is responsible for a range of accounting, administrative, and clerical functions that support daily agency operations. This role includes managing accounts receivable and payable processes, preparing financial documentation, and assisting with licensing and compliance activities.

• Process Property & Casualty carrier payments, including captives, and review reports to ensure ledger accuracy.
• Submit vendor payments to Keystone and maintain supporting documentation.
• Perform daily billing processing; generate and review billing registers for accuracy and resolve discrepancies.
• Lead end-to-end processing of trust and operating account deposits, executing EFT and ACH transactions to support seamless cash flow management.
• Prepare and process monthly production reports and billing ledgers; generate additional reports upon request.
• Review and submit unclaimed property filings on an annual basis.
• Maintain and file surplus lines tax reports twice annually.
• Assist with preparation of 1099 forms and Personal Property Tax filings in coordination with the agency’s tax consultant.
• Perform other duties as assigned.

• High school diploma required;
  Associate’s or Bachelor’s degree in Accounting, Finance, Business Administration, or a related field preferred.
• Minimum of 3 years of experience in an accounting role; insurance agency experience preferred.
• Proficiency in Microsoft Office Suite and willingness to learn new software.
• Experience with agency management systems such as Applied Epic or AMS
  360 a plus.
• Strong interpersonal and communication skills.
• Excellent organizational and time management skills, with the ability to manage multiple priorities and meet deadlines.
• High level of accuracy and attention to detail in recordkeeping and reporting.
• Ability to maintain confidentiality and professionalism at all times.
• Ability to pass a criminal background check, as permitted by law.

Monday-Friday, 8:30am-5:00pm (Flexible)

• Vision Insurance
• Company Paid Disability Insurance
• Supplemental Insurance including Critical Illness, Accident, Legal, Pet Insurance
• 401(k) with Safe Harbor Match
• Paid Time Off
• Paid Holidays