Accounting Specialist

Ready to put your accounting and problem-solving skills to work in a role that directly impacts agency success? TRICOR is growing and looking for a detail-oriented Accounting Specialist to join our Accounting team.

This is an excellent opportunity for an accounting, bookkeeping, or insurance professional who enjoys working with financial data, reconciling complex transactions, and ensuring records are accurate and complete. In this role, you'll support critical accounting functions including direct bill commission reconciliations, carrier download activity, bank reconciliations, deposits, and month-end close processes.

You'll work closely with internal teams, agency systems, and insurance carrier information to identify discrepancies, resolve issues, and help ensure the integrity of our financial records. If you thrive in a fast-paced environment, enjoy digging into details, and take pride in producing accurate results, we'd love to hear from you.

Behind every accurate financial record is an Accounting Specialist helping ensure commission activity, cash transactions, and reconciliations are completed with precision and consistency.

Why Join TRICOR?

Flexible scheduling with a strong work-life balance

Paid time off including a personal volunteering day Health, Dental & Vision InsuranceHSA/HRA options
401(k) Retirement Plan with access to a Certified Financial Planner Opportunities for advancement

Family-owned culture focused on employee success

What You Will Do Reconcile direct bill commission statements and payments, including activity received through carrier download and other carrier reporting methods

Research and resolve discrepancies including missing transactions, unmatched items, and differences between carrier statements and agency records

Review, reconcile, and troubleshoot carrier download activity to ensure commission information is accurately reflected in agency systems

Perform assigned bank reconciliations and investigate reconciling items

Prepare and record deposits for client payments, commissions, and other receipts

Maintain accurate documentation and records within Ascend, Applied Epic, and other applicable systems

Support month-end close activities by completing assigned reconciliations and communicating outstanding issues promptly

Collaborate with internal teams and carrier contacts to obtain information and resolve discrepancies

Identify opportunities to improve reconciliation processes, documentation, data quality, and workflow efficiency

Who Succeeds in This Role?

Successful candidates possess the following core competencies:

Attention to Detail:
You have a strong commitment to accuracy and can confidently work through complex financial information and reconciliations.

Analytical Thinking:
You enjoy researching discrepancies, identifying root causes, and resolving issues efficiently.

Organization & Time Management:
You can manage recurring deadlines, prioritize responsibilities, and stay organized during month-end close periods.

Problem Solving:
You are resourceful, persistent, and able to follow issues through to resolution.

Communication:
You communicate effectively with internal stakeholders and can clearly document findings and processes.

Adaptability:
You are comfortable learning new systems, understanding insurance-specific processes, and working in a continually evolving environment.

Who Should Apply?

We encourage candidates who meet the following qualifications to apply:

High School diploma or equivalent required

Working knowledge of accounting, bookkeeping, or reconciliation principles

Strong organizational and time-management skills

Proficiency with Microsoft Office, particularly Excel Strong analytical, problem-solving, and communication skills

Ability to manage confidential financial information appropriately

Experience with or the ability to learn agency management and accounting systems

Preferred Qualifications Associate's degree in Accounting, Finance, Business, or a related field

Two or more years of accounting, bookkeeping, reconciliation, insurance operations, or related experience

Insurance agency experience, including exposure to carrier commission statements or direct bill processes

Experience with Applied Epic, Ascend, or similar agency management and accounting systems

Experience with carrier download processes or automated reconciliation systems

We value diversity and believe forming teams in which everyone can be their authentic self is the key to our success. We encourage people from underrepresented…