Commission Accounting Processor

Shepherd Insurance LLC; Carmel (IN); On-site; USD 32,000 - 42,000; Full time

Job summary

Shepherd Insurance LLC is seeking a detail‑oriented Commission Accounting Processor to join our growing team. You will process incoming checks and carrier statements, posting revenue to AMS at client and policy levels, and ensure accurate data entry from source documents.

The ideal candidate has 2 years of accounting experience, a high school diploma or equivalent, and strong Excel and keyboard skills. You will work in a collaborative environment with deadlines and attention to accuracy.

Qualifications

• 2 years accounting experience or equivalent.
• High School Diploma or equivalent; college degree preferred.
• Proficient in Microsoft Excel.
• Accurate keyboard skills.
• Strong verbal and written communication.
• Ability to meet critical deadlines.

Responsibilities

• Prepare, compile and sort documents for processing.
• Enter data from source documents into computer database.
• Scan documents into database.
• Verify data accuracy against source documents.
• Access carrier websites for required information.
• Enter commission data from carrier statements and balance statements.
• Perform other related duties as assigned.

Skills

Data entry

Problem solving

Organization

Verbal & written communication

Education

High School Diploma or equivalent

Tools

Microsoft Excel

Job description

Description

This is an ideal opportunity to work at a growing organization with a strong family culture. Shepherd Insurance is a privately-owned insurance agency that has delivered risk management solutions since 1977. With a wide variety of insurance and financial products, we are among the largest independent agencies in the country.

In the Commission Accounting Processor role, you will process incoming checks and corresponding carrier statements, post revenue to AMS at client and policy level. We are looking for a self-motivated, organized, team player to join our Accounting team.

RESPONSIBILITIES:

• Prepare compile and sort documents for processing.
• Transcribe information into required electronic format or manually enter data from source documents, into prescribed computer database.
• Scan documents into database.
• Check source documents for accuracy, verify data and correct as needed.
• Navigate various carrier websites to obtain information as needed.
• Data entry of commissions from carrier statements and balancing of those statements.
• Perform other related duties as assigned.

Requirements

• Experience: 2 years accounting experience or equivalent experience.
• Education requirement: High School Diploma or equivalent, college degree is preferred.
• Proficient in Microsoft Office Applications, specifically Microsoft Excel.
• Accurate keyboard skills.
• Problem solving skills.
• Organized and able to multi-task and prioritize workload.
• High level of verbal and written communication skills.
• Ability to meet critical deadlines.

The above noted job description is not intended to describe, in detail, the multitude of tasks that may be assigned, but rather to give the associate a general sense of the responsibilities and expectations of the position. As the nature of business demands change, so too may the essential functions of this position.

EDUCATION AND EXPERIENCE REQUIREMENTS

Education requirement: High School Diploma or equivalent.

Experience: 2 years accounting experience or equivalent experience

WORKING CONDITIONS/PHYSICAL DEMANDS

Work environment characteristics and physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this job, the employee is occasionally required to stand; walk; sit; use hands to finger, handle, or feel objects, tools or controls; reach with hands and arms; climb stairs; balance; stoop, kneel, crouch or crawl; talk or hear; taste or smell. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by the job include close vision, distance vision, color vision, peripheral vision, depth perception, and the ability to adjust focus. While performing the duties of this job, the employee is not exposed to weather conditions. The noise level in the work environment is usually moderate.