Position Summary
The Senior Accountant – Billing & Reconciliation is responsible for managing and overseeing the agency bill process, including invoicing, collections, reconciliations, and carrier reporting, while also supporting month-end close activities. This role ensures accuracy in billing, agent payments, and carrier reporting, and contributes to the integrity of the company’s financial statements. The ideal candidate will bring strong technical accounting skills, advanced Microsoft Excel expertise, and the ability to analyze and reconcile large data sets to support both billing operations and general ledger accuracy.
Essential Duties and Responsibilities
• Oversee the agency bill invoicing process, ensuring accuracy and timeliness of billing to agents and brokers.
• Manage collections, track payments, and address outstanding balances with agents.
• Reconcile carrier reports and statements against internal records; research and resolve discrepancies directly with carriers and agents.
• Prepare and reconcile BDX (Bordereaux) reports for carriers, ensuring timely and accurate submission.
• Compile, analyze, and report billing and commission data using Microsoft Excel (pivot tables, lookups, reconciliations, variance analysis).
• Perform monthly reconciliations of billing, commission, and related balance sheet accounts; prepare journal entries as needed.
• Assist with month-end close and financial reporting, ensuring alignment between agency bill operations and the general ledger.
• Support internal and external audits by providing documentation and explanations for billing, reconciliation, and accounting entries.
• Provide support to agents regarding billing, commission payments, and expense inquiries.
• Collaborate cross-functionally with accounting, operations, and carrier partners to ensure smooth financial workflows.
• Prepare management reports, dashboards, and aging schedules to support leadership decision-making.
• Perform special projects and other duties as assigned.
Qualifications
• Bachelor’s degree in Accounting, Finance, or related field (Accounting strongly preferred).
• 3+ years of experience (preferred) in accounting, insurance billing, or financial operations (agency bill experience highly desirable).
• Strong proficiency in Microsoft Excel (pivot tables, advanced formulas, reconciliations, variance analysis).
• Solid understanding of accounting principles, account reconciliations, and month-end close processes.
• Knowledge of insurance billing and commission processes preferred.
• Strong organizational skills with exceptional attention to detail and accuracy.
• Ability to prioritize tasks, meet deadlines, and communicate effectively with agents, carriers, and internal teams.
• Knowledge of Applied Epic is a plus.
EOE
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