Accounting Support Specialist (Hybrid)

300 American Income Life Insurance Company; United States; Hybrid; USD 42,000 - 54,000; Full time

Benefits offered by this job

Health, dental, and vision insurance

Retirement plans

Paid holidays and time off

Parental leave

Education reimbursement

Job summary

American Income Life is hiring an Accounting Support Specialist in a hybrid role based in Waco, TX. You will support agent accounting operations through payments, reporting, and general ledger maintenance, serving as a key contact for agents, agencies, and executives.

The position emphasizes accurate, timely accounting support and strong customer service, with opportunities to develop processes and achieve cross-functional collaboration across the department.

Qualifications

• High school diploma or equivalent.
• One year of experience in Agency Administration, Agent Licensing, or Agency Accounting preferred.
• Minimum typing speed of 40 words per minute.
• Proficiency in Microsoft Excel and Microsoft Access, including advanced formulas, VLOOKUP, Pivot Tables.
• Strong mathematical and analytical skills.
• Excellent problem-solving and troubleshooting abilities.
• Ability to follow instructions and work independently within established guidelines.
• Strong communication skills in written and verbal form.
• Ability to manage multiple priorities in a fast-paced environment.

Responsibilities

• Process agent payments and load expense recoveries with detailed reports.
• Independently review agent ledger balances for errors and propose corrections.
• Create and maintain databases, tables, and spreadsheets to track reports.
• Develop and generate new reports in collaboration with management.
• Document procedures and cross-train team members.
• Process journal entries to the general ledger and review for accuracy.
• Assist with testing system changes and prepare testing documentation.
• Communicate with agents, agencies, and executive management via multiple channels.

Skills

Typing speed 40 wpm

Excel proficiency

Analytical skills

Problem solving

Communication skills

Independent decision making

Attention to detail

Education

High school diploma or equivalent

Tools

Microsoft Excel

Microsoft Access

Job description

At American Income Life, we are committed to empowering our employees with the support and opportunities they need to succeed at every stage of their career. We take pride in fostering a caring and innovative culture that enables us to collectively grow and overcome challenges in a connected, collaborative, and mutually respectful environment that calls us to Make Tomorrow Better.

Role Overview

Could you be our next Accounting Support Specialist? American Income Life is looking for an Accounting Support Specialist to join the team! In this role, you will be responsible for supporting agent accounting operations through payment processing, reporting, and general ledger maintenance. You will serve as a key point of contact for agents, agencies, and executive management while delivering accurate, timely accounting support and quality customer service. This is a hybrid position located in Waco, TX.

What You Will Do

• Process agent advance and bonus payments, load expense recoveries on agent accounts, and provide detailed field-facing reports regarding agent payments.
• Independently review agent ledger balances for errors, present accounting and processing solutions to management, and execute corrections.
• Create and maintain databases, tables, and spreadsheets to track assigned reports efficiently and accurately.
• Develop and generate new reports and recaps in collaboration with management based on department needs.
• Conduct thorough reviews and maintenance of existing reports and functions, including creating detailed written procedures.
• Cross-train with team members to ensure workload coverage during absences.
• Process journal entries to the general ledger and review system-generated accounting for accuracy.
• Issue manual payments and support additional accounting functions as needed.
• Assist with testing system changes that impact the department, including creating testing documentation and validating results.
• Communicate with agents, agencies, and executive management via telephone, teleconferencing, email, fax, and written correspondence.

What You Can Bring

• High school diploma or equivalent required.
• One year of experience in Agency Administration, Agent Licensing, or Agency Accounting preferred.
• Minimum typing speed of 40 words per minute.
• Proficiency in Microsoft Excel and Microsoft Access, including advanced skills in complex formulas, VLOOKUPs, Pivot Tables, IF statements, conditional formatting, and creating and maintaining databases.
• Strong mathematical and analytical skills, including the ability to write formulas to calculate payments based on established guidelines.
• Excellent problem-solving and troubleshooting skills with the ability to independently research solutions for challenging tasks.
• Ability to understand and apply a variety of oral and written instructions and make independent decisions within established guidelines.
• Strong communication skills, including proper grammar, word usage, and punctuation in both written and verbal communication.
• Ability to remain focused on repetitive or routine tasks in a fast-paced environment while managing multiple priorities and deadlines.

How American Income Life Will Support You

• Competitive compensation designed to reflect your expertise and contribution.
• Comprehensive health, dental, and vision insurance plans because your well-being is fundamental to your performance.
• Robust life insurance benefits and retirement plans, including a pension plan.
• Paid holidays and time off to support a healthy work-life balance.
• Parental leave to help our employees welcome their new additions.
• Subsidized all-in-one subscriptions to support your fitness, mindfulness, nutrition, and sleep goals.
• Company-paid counseling for assistance with mental health, stress management, and work-life balance.
• Continued education reimbursement eligibility and company-paid FLMI and ICA courses to grow your career.
• Discounted Texas Rangers tickets for a proud visit to Globe Life Field.
• Opportunity awaits! Invest in your professional legacy, realize your path, and see the direct impact you can make in a workplace that celebrates and harnesses your unique talents and perspectives to their fullest potential.
• At American Income Life, your voice matters.

Terms and Conditions

Want an exciting opportunity in the insurance industry? Some insurance companies only care about making money from their insurance policies. But at American Income Life, we care about people. And Agents who choose to sell our products have an opportunity to make an impact on their clients, their community, their family, and their career. There’s way more to it than meets the eye. American Income Life attracts a select group of leaders, entrepreneurs, and high achievers eager to jumpstart their sales career with a fast-paced, stable, and internationally growing company. Opportunity Unlimited At American Income Life, 'Opportunity Unlimited' means you decide what you are worth. As an independent contractor, you are in control. Your performance determines how much money you make and how far you take your career. Selling American Income Life products gives you the opportunity to earn as much as you desire.