Job Description

Choice Financial Group is one of the fastest-growing organizations in our industry. We believe that by “As trusted advisors, we secure dreams.”  We are seeking to hire a talented Accounting Specialist to join our team. If you are a hard-working, detail-oriented professional, who can prioritize several projects while remaining focused on accuracy, and is looking to grow with an organization, this may be the opportunity you have been looking for.

Position Description:

The Accounting Specialist will be performing a variety of financial activities including processing, recording, updating and reconciling fiscal information; providing instructions, recommendations and/or accounting support to other personnel and vendors; and analyzing expenditures against budget.  The ideal candidate must display knowledge and understanding of accounting and auditing principles, practices and procedures; financial and statistical record-keeping techniques; ability to prepare comprehensive accounting reports and utilize computer applications particularly electronic spreadsheets and databases. Ultimately, you will help the Accounting Team run smoothly, ensuring transparency and efficiency in all transactions.

Salary: $17.00 - $20.00 per hour

Benefits

 (Included after 60 days):

• Employee Health Benefits (medical, dental, & vision)
• 401K Retirement Plan
• Employer-paid Group Life Insurance.
• Full reimbursement of costs for licenses or required training to employees on a 1-year pro-rated basis.
• Paid time off
• Paid holidays
• Paid Bereavement
• Profit Sharing
• Gym membership reimbursement
• Employee Referral Bonus

Responsibilities

• Post customer payments by recording cash, checks, and credit card transactions.
• Processing and recording account receivable payments according to company policy.
• Balancing daily cash transactions and preparing bank deposits.
• Verifying and processing deposits and allocating to the correct cost centers and departments.
• Process benefits, personal lines and commercial lines direct bill and agency bill commissions and research any discrepancies
• Requires strong working knowledge and ability to utilize multiple systems during virtual training.
• Review and manage monthly billing with insurance tracking company
• Accurately posting all insurance payments and adjustments daily
• Process journal entries as required
• Bank Reconciliations
• Interacts with agents and employees to determine and resolve billing problems in a manner that promotes goodwill.
• Work in conjunction with other departments to resolve issues & demonstrate the ability to become proficient in the use of proprietary operational systems.
• Protects organization’s value by keeping information confidential.
• Updates job knowledge by participating in educational opportunities.
• Accomplishes accounting and organization mission by achieving related results as needed.

Requirements

• College degree preferred, and/or 1-3 years of related customer service experience or applicable insurance knowledge.
• Knowledge of general accounting preferred
• Insurance Industry experience is a plus
• Knowledge of Applied Epic a plus
• Self-motivated and able to work in a team environment
• Ability to learn quickly, retain and apply information
• Computer literacy, including high functioning ability with Microsoft Office and Excel
• High level of organization, time management and ability to prioritize
• An honest and discreet attitude when dealing with company accounts
• Professional Demeanor