Accounting Operations Associate

The Jonus Group; Cockeysville (MD); Hybrid; USD 55,000 - 75,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401(k) with vesting

Parental leave

Professional growth opportunities

Job summary

The Jonus Group is seeking an Accounting Operations Associate in Cockeysville, MD. This full-time, in-office role for the first 90 days offers a potential transition to hybrid work. Responsibilities include processing payments, reconciling accounts, and ensuring accurate financial transactions.

Ideal candidates have an associate degree, experience in insurance or agency software (Applied Epic a plus), and strong Excel skills to support the accounting team and day-to-day operations.

Qualifications

• Associate degree or equivalent education and experience.
• Prior experience in an insurance brokerage or insurer is preferred.
• Familiarity with Applied Epic or similar agency management systems is a plus.
• Proficiency in Excel and MS Office for financial tasks and reporting.

Responsibilities

• Manage the accounting department inbox and respond to payment inquiries from carriers and premium finance companies.
• Process daily payments via checks, ACH, and wires.
• Review carrier statements, premiums, and commissions across policies.
• Audit positive pay files to support fraud prevention.
• Reconcile accounts and remit payments accurately and timely to carrier partners.
• Collaborate with account executives to resolve billing discrepancies.
• Provide guidance to service teams on billing procedures and payment resolutions.
• Verify taxes are handled correctly (brokerage vs carrier) and process premium refunds.

Skills

Excel

Microsoft Office

Financial analysis

Discrepancy resolution

Education

Associate degree

Tools

Applied Epic

Job description

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.