Agency Accounting Clerk

Pathways; Montgomery (AL); On-site; USD 40,000 - 50,000; Full time

Benefits offered by this job

Health insurance

Paid time off

Savings bank

401(k)

Dental insurance

Discounts on auto insurance

Job summary

Alfa Insurance in Alabama seeks an Agency Accounting Clerk to support accounting and billing, ensuring accurate processing of invoices, payments, and financial transactions. This role promotes policy retention and strong financial controls, reducing errors and exposure.

The position involves invoicing, applying payments, researching payment issues, processing refunds, daily deposits, and monthly reconciliations with the accounting team and agency partners.

Qualifications

• College degree preferred.
• Strong math, accounting, and computer skills.
• Problem solving and analysis to resolve invoice or payment issues.
• Strong customer service skills.

Responsibilities

• Invoicing for new business, renewals, endorsements, cancellations in the Agency Management System.
• Apply customer payments to outstanding invoices.
• Research and resolve payment problems.
• Generate check requests and customer refunds.
• Process daily deposits.
• Complete monthly agency bill reconciliations with accounting and agencies.

Skills

Strong math

Accounting

Problem solving

Customer service

Education

College degree preferred

Tools

Agency Management System

Job description

Benefits:

• Health insurance
• Paid time off
• Savings bank
• 401(k)
• Dental insurance

Company Overview

Alfa Insurance® is an A-rated insurance carrier that offers an excellent array of auto, home, life, farm and business insurance products. Since its humble beginnings in 1946, Alfa and its affiliates now serve more than 1 million customers across 14 states.

Job Summary

The Agency Accounting Clerk is responsible for supporting the agency's accounting and billing functions by ensuring the accurate and timely processing of customer invoices, payments, and financial transactions. This role plays a critical part in promoting policy retention, maintaining strong financial controls, and reducing Errors & O exposure.

Responsibilities

• Policy invoicing new business, renewals, endorsements, cancellations on the Agency Management System.
• Payments: Apply payments to outstanding invoices.
• Research and resolve problems with payments.
• Generate check requests/customer refunds.
• Progressive daily deposit.
• Complete monthly agency bill reconciliations by working with the accounting department, as well as Agency companies, to ensure our monthly statements are paid properly.

Qualifications

• College degree preferred
• Strong math, accounting, and computer skills
• Problem solving, and analysis skills are needed to resolve invoice or payment issues.
• Strong customer service skills are also needed.

Benefits/Perks

• Opportunity for annual performance bonus
• Discounts on your auto insurance (underwriting approval required)
• Benefits include: Health, dental, supplemental cancer, vision insurance and 401(k) plan
• Paid Time Off Bank to include 3 days PTO available after first 80 hours worked for new hires
• Short-term and long-term disability
• Flexible Healthcare and Childcare spending accounts for tax savings
• Opportunities for advancement
• Continuous training and support throughout your career with Alfa
• College tuition discounts at various colleges in Alabama
• Fitness center
• Onsite cafeteria