Job Description:
Title: Accounting Specialist – Accounts Receivable
Work Mode: Hybrid 1 day | Location/Supporting: Longwood, FL office | Experience: Accounting related experience
Please note: If this position is posted as either fully remote and/or hybrid, in accordance with company policy, individuals residing within a 50-mile radius of a branch location may be required to work onsite in a hybrid capacity as there may be occasions when on-site presence is necessary to meet specific business needs. Additionally, our remote work policy includes having a dedicated, distraction-free workspace. Remote work is not a substitute for childcare, elder care, or other personal responsibilities during working hours. To view our branch locations, please visit: ioausa.com/locations
About the Role: Responsible for supporting the day-to-day accounts receivable functions of Insurance Office of America. This role monitors banking activity, applies client payments, reconciles accounts receivable transactions, and resolves discrepancies in partnership with operational teams. The Accounting Specialist – Accounts Receivable plays a key role in maintaining accurate financial records, supporting internal stakeholders, and ensuring timely processing of cash receipts and related accounting activities.
Key Responsibilities:
Banking Activity Monitoring: Monitor daily banking activity and Accounts Receivable communications to identify client premium payments and premium finance funding available for application.
Cash Application: Apply cash deposits accurately within the general ledger and client accounts receivable records, ensuring timely and accurate posting.
Payment Reconciliation: Research and resolve discrepancies between cash receipts, customer accounts, and general ledger activity in collaboration with operations teams.
Carrier Payment Processing: Record carrier payments swept from trust accounts and ensure accurate allocation and documentation of related transactions.
Accounts Receivable Analysis: Monitor unapplied cash reports and aging reports, identifying outstanding items and facilitating timely resolution.
Customer Service & Support: Respond to accounts receivable inquiries and requests promptly while providing professional support to internal and external stakeholders.
Documentation Management: Compile, organize, and electronically archive supporting documentation related to cash receipts, deposits, and receivable transactions.
General Ledger Support: Review receivable-related accounting activity and maintain accurate financial records in accordance with established procedures.
Process Improvement: Identify opportunities to improve cash application, reconciliation processes, reporting accuracy, and operational efficiency.
Communication: Maintain frequent and transparent communication with operations teams and leadership regarding open receivable items, discrepancies, and resolution status.
Professional Development: Continue developing accounting knowledge, technical skills, and understanding of company systems, policies, and best practices.
Champion IOA Values: Demonstrate integrity and leadership.
Ideal Candidate Qualifications:
Associate’s degree in Accounting, or Bachelor’s degree in Accounting, Finance, Business, or related field.
1-3 years of administrative / payroll experience and basic accounting knowledge (assets, liabilities, income, expenses, debts, credits, journal entries)
Insurance industry experience preferred
Applied EPIC (agency management system/general ledger) strongly preferred
Proficiency in MS Office (Outlook, Word, Excel) with above average proficiency in Excel
Exceptional communication, time management, prioritization, and independent work skills
Self-starter, inquisitive, team player, able to handle confidential information, detail-oriented, accurate, able to meet tight deadlines, calm under pressure
What We Offer:
Competitive salaries and bonus potential
Company-paid health insurance
Paid holidays, vacations, and sick time
401K with employer match
Professional growth and career progression opportunities
Respectful culture and work/family life balance
Community service commitment
Supportive teammates and a rewarding work environment
What to Expect (Application Process):
30-Minute Phone Screen, Online Assessments, and Interview(s)
Salary Range
The expected pay range for this position is $17.00 to $20.00 per hour, depending on experience, relevant skills, and geographic location.
Insurance Office of America is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.
Skills Required
- Associate's degree in Accounting, or Bachelor's degree in Accounting, Finance, Business, or related field.
- 1-3 years of administrative/payroll experience and basic accounting knowledge (assets, liabilities, income, expenses, debts, credits, journal entries).
- Insurance industry experience.
- Applied EPIC (agency management system/general ledger).
- Proficiency in MS Office (Outlook, Word, Excel) with above average proficiency in Excel.
- Exceptional communication, time management, prioritization, and independent work skills.
- Self-starter, inquisitive, team player; able to handle confidential information, detail-oriented, accurate, able to meet tight deadlines, calm under pressure.
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What We Do
nsurance Office of America (IOA) is the fourth largest privately held insurance brokerage in the United States. Founded in 1988, IOA is a recognized leader in providing property and casualty, employee benefits, and personal lines insurance and risk management solutions as well as insurtech innovation. Headquartered in Longwood, Florida, part of the greater Orlando community, IOA has more than 1,300 associates located in over 60 offices in the U.S. and United Kingdom. For more information, visit www.ioausa.com.
