Job description

Accounting Operations Associate Location/Schedule: Cockeysville, MD (Full-time, in-office for the first 90 days, with potential to transition to a hybrid schedule afterward.) Salary: $55,000–$75,000 A well-established, independent insurance brokerage is seeking an Accounting Operations Associate to support its accounting department and day-to-day financial operations. This individual will play an important role in managing payment communications, processing carrier and vendor payments, reconciling accounts, and ensuring accurate and timely financial transactions. Key Responsibilities • Manage the accounting department's shared inbox and respond to payment-related inquiries from insurance carriers and premium finance companies. • Process daily carrier and vendor payments via checks, ACH transfers, and wire transfers. • Review carrier statements, premiums, and commission calculations across multiple policies. • Review and import positive pay files to support payment accuracy and fraud prevention. • Reconcile accounts and ensure accurate, timely remittance to insurance carrier partners. • Partner with account executives to research and resolve billing discrepancies. • Provide guidance to service teams on billing procedures and payment resolutions. • Verify the accurate handling and payment of taxes, including determining whether taxes are paid by the brokerage or the insurance carrier. • Process premium refunds to insureds. Qualifications • Associate degree or equivalent combination of education, training, and relevant experience. • Prior experience with an insurance brokerage or insurance company is preferred. • Familiarity with insurance agency management systems, particularly Applied Epic, is a plus. • Proficiency in Microsoft Office, especially Excel. • Strong technical skills with the ability to analyze financial data, review system reports, and identify discrepancies. Compensation & Benefits • Salary: $55,000–$75,000, depending on experience. • Medical, dental, and vision insurance. • 401(k) plan with immediate vesting. • Paid parental leave eligibility after one year of employment. • Additional employee benefits and opportunities for professional growth. #LI-ET1

Requirements

Must-haves

Accounting Operations Associate
Location/Schedule: Cockeysville, MD (Full-time, in-office for the first 90 days, with potential to transition to a hybrid schedule afterward.)
Salary: $55,000–$75,000
Manage the accounting department's shared inbox and respond to payment-related inquiries from insurance carriers and premium finance companies.
Process daily carrier and vendor payments via checks, ACH transfers, and wire transfers.
Review carrier statements, premiums, and commission calculations across multiple policies.
Review and import positive pay files to support payment accuracy and fraud prevention.
Reconcile accounts and ensure accurate, timely remittance to insurance carrier partners.
Partner with account executives to research and resolve billing discrepancies.
Provide guidance to service teams on billing procedures and payment resolutions.
Verify the accurate handling and payment of taxes, including determining whether taxes are paid by the brokerage or the insurance carrier.
Process premium refunds to insureds.
Associate degree or equivalent combination of education, training, and relevant experience.
Proficiency in Microsoft Office, especially Excel.
Strong technical skills with the ability to analyze financial data, review system reports, and identify discrepancies.

Nice-to-haves

Prior experience with an insurance brokerage or insurance company is preferred.
Familiarity with insurance agency management systems, particularly Applied Epic, is a plus.

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Benefits

Benefits detected in the listing.

Dental

Vision

401(K)

Parental Leave