Accounting Clerk

Trucordia Insurance Services, LLC; Lindon (UT); On-site; USD 40,000 - 52,000; Full time

Benefits offered by this job

Medical, Dental, Vision

Life Insurance and AD&D

FSA / HSA

Employee Assistance Program (EAP)

401K

11 Paid Holidays

Flexible PTO

Job summary

Trucordia Insurance Services, LLC in Lindon, UT seeks an Accounting Clerk to support day-to-day billing and accounting operations, ensuring transactions are processed accurately and on time. You will work with internal teams and carrier partners to maintain commissions, policy activity, and financial data.

This role also helps with month-end processes and resolving routine discrepancies to keep financial information reliable.

Qualifications

• Bachelor’s degree in Accounting, Finance, or a related field, or 1–3 years of relevant accounting or financial experience.
• Demonstrated proficiency in general ledger reconciliations, accounts payable and receivable processes, and the preparation of journal entries.
• Strong Microsoft Excel skills, including VLOOKUP, pivot tables, and basic formulas for data analysis and reporting.
• Exceptional attention to detail and accuracy, with strong time management and organizational skills to meet deadlines.
• Proven problem-solving and analytical abilities with strong communication to collaborate across teams.

Responsibilities

• Locate, review, and reconcile carrier commission statements with supporting documentation.
• Collaborate with agency representatives to support policy triage activities, tracking and resolving discrepancies.
• Monitor the month-end bank reconciliation process and assist with research and issue resolution.
• Ensure data is entered into internal systems accurately and in a timely, consistent manner.
• Support the full month-end close process by aligning with deadlines and completing tasks timely.

Skills

Attention to detail

Time management

Analytical abilities

Communication across teams

Problem-solving

Integrity & confidentiality

Education

Bachelor's degree in Accounting, Finance, or related field

1–3 years accounting experience

Tools

Excel

VLOOKUP

Pivot tables

General ledger software

Job description

Extraordinary Opportunity. Exceptional Experience.

Sometimes in life, you find yourself in the right place, at the right time, looking at an opportunity so extraordinary it cannot be ignored. At Trucordia, our company is built on wildly successful businesses in our communities across the country, and now we’ve come together to create the next great insurance brokerage. We offer an unrivaled combination of people, tools and solutions, and deliver exceptional experiences and opportunities for our employees, clients and stakeholders.

We celebrate both individual successes and collective accomplishments, making sure the industry recognizes the remarkable company we’re building together, as well as the impact we’re having on our clients and communities. Ranked as one of the fastest-growing companies in the U.S. for three consecutive years, we have more than 5,000 team members across 200 offices across the country, who actively, genuinely care about our clients, each other and the quality of our work, and in every interaction, represent a company that people want to work for and do business with.

Trucordia Values

• We actively, genuinely CARE about our clients, each other and the quality of our work, and in every interaction, represent a company that people want to work for and do business with.
• We COLLABORATE continuously because, together, we are more powerful and make amazing things happen for our clients and company.
• We LEAD with intelligence, hunger, curiosity, energy and a future-focused attitude of “what’s next”?
• We are RESULT-ORIENTED, growth-focused and driven to out-perform expectations of what an insurance brokerage can achieve.
• We CELEBRATE both individual successes and collective accomplishments, making sure the industry recognizes the remarkable company we’re building together, as well as the impact we’re having on our clients and communities.

Job Description

This Accounting Clerk role supports the day-to-day billing and accounting operations by ensuring transactions are processed accurately and on time. The position works closely with internal teams and carrier partners to help maintain accurate records related to commissions, policy activity, and financial data. This role assists with month-end processes, resolves routine discrepancies, and helps ensure the integrity and consistency of financial information. Overall, this position contributes to reliable, well-maintained financial operations that support the broader team.

Duties and Responsibilities

• Locate, review, and reconcile carrier commission statements, ensuring accuracy and completeness in all supporting documentation.
• Collaborate with agency representatives to support policy triage activities, helping to identify, track, and resolve discrepancies efficiently.
• Monitor the month-end bank reconciliation process and provide support with research and issue resolution as needed.
• Ensure financial and operational data is entered into internal systems accurately and in a timely, consistent manner.
• Support the full month-end close process by staying aligned with key deadlines and contributing to the timely completion of assigned tasks.

Qualifications

• Bachelor’s degree in Accounting, Finance, or a related field, or 1–3 years of relevant accounting or financial experience.
• Demonstrated proficiency in general ledger reconciliations, accounts payable and receivable processes, and the preparation of journal entries.
• Strong Microsoft Excel skills, including the ability to use functions such as VLOOKUP, pivot tables, and basic formulas to support data analysis and reporting.
• Exceptional attention to detail and accuracy, with strong time management and organizational skills to effectively prioritize and meet deadlines.
• Proven problem-solving and analytical abilities, with strong communication skills to collaborate effectively across teams.
• Ability to work both independently and collaboratively while maintaining a high level of integrity, professionalism, and confidentiality.

Benefits

• Medical, Dental, Vision
• Life Insurance and AD&D
• FSA / HSA
• Accident
• Critical Illness
• Hospital Indemnity
• Supplemental Health Insurance
• Employee Assistance Program (EAP)
• Pet Insurance
• 11 Paid Holidays
• Flexible PTO
• 401K

Trucordia is an equal opportunity employer. We believe that every employee has the right to work in an environment that is free from all forms of discrimination. It is our policy that all decisions involving any aspect of the employment relationship such as hiring, compensation and training, promotions, transfers, discipline, and termination will be based on merit, qualifications, and abilities. Such decisions will be made without regard to age, ancestry, color, race, national origin, disability, protected medical condition, genetic information, military service, veteran status, citizenship status, religion, creed, sex, gender, gender identity, sexual orientation, pregnancy, childbirth, marital status, or any other condition, characteristic or activity protected by law. Discrimination based on any of these factors is contrary to our operating philosophy. Attention Recruitment Agencies: Trucordia does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered property of Trucordia, and we will not be obligated to pay a referral fee. This includes resumes submitted directly to hiring managers without contacting Trucordia's Talent Acquisition Department.