Agency Accounting Clerk

Alfa Insurance; Montgomery (AL); On-site; USD 38,000 - 47,000; Full time

Benefits offered by this job

Health insurance

Paid time off

401(k)

Dental insurance

Short-term disability

Long-term disability

Flexible healthcare accounts

College tuition discounts

Fitness center

Onsite cafeteria

Job summary

Alfa Insurance is seeking an Agency Accounting Clerk to support the agency's accounting and billing functions by ensuring accurate and timely processing of customer invoices, payments, and financial transactions.

This role helps promote policy retention, maintain strong financial controls, and reduce E&O exposure. The position requires solid math and accounting skills, attention to detail, and strong customer service capabilities, in a collaborative office environment in Alabama.

Qualifications

• College degree preferred.
• Strong math and accounting skills are required.
• Proficient computer skills and problem-solving abilities.
• Excellent customer service skills.

Responsibilities

• Process policy invoices for new business, renewals, endorsements, and cancellations.
• Apply customer payments to outstanding invoices.
• Research and resolve payment issues.
• Generate check requests and customer refunds.
• Perform monthly agency bill reconciliations with accounting teams.

Skills

Math

Accounting

Computer skills

Problem solving

Customer service

Education

College degree preferred

Tools

Accounting software

Agency Management System

Job description

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.

Benefits

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

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 & Omissions (E&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