Hybrid Accounting & Payments Support Specialist

Everett Agencies; Waco (TX); Hybrid; USD 45,000 - 65,000; Full time

Benefits offered by this job

Health, dental, vision insurance

Retirement plan

Paid holidays

Parental leave

Education reimbursement

Job summary

American Income Life is seeking an Accounting Support Specialist to join our team in Waco, Texas. This hybrid position supports agent accounting operations through payment processing, reporting, and general ledger maintenance with accuracy and service excellence.

You will work with agents, agencies, and executive management to ensure timely, precise accounting and quality customer service, while developing new reports and procedures to meet department needs.

Qualifications

• High school diploma or equivalent required.
• 1 year of experience in Agency Administration, Agent Licensing, or Agency Accounting preferred.
• Proficiency in Excel and Access with advanced formulas and data manipulation.

Responsibilities

• Process agent advance and bonus payments and load expense recoveries.
• Provide detailed field-facing reports on agent payments.
• Review agent ledger balances for errors and implement corrections.
• Create and maintain databases, tables, and spreadsheets for reports.
• Develop new reports with management based on department needs.
• Cross-train to cover workload during absences.
• Process journal entries to the general ledger and review for accuracy.
• Issue manual payments and support other accounting tasks as needed.
• Assist with testing system changes and validate results.
• Communicate with agents, agencies, and management via calls, email, and written correspondence.

Skills

Typing 40 wpm

Analytical thinking

Communication skills

Problem-solving

Education

High school diploma or equivalent

Tools

Microsoft Excel

Microsoft Access

Job description

American Income Life is seeking an Accounting Support Specialist to join our team in Waco, Texas. This hybrid position supports agent accounting operations through payment processing, reporting, and general ledger maintenance with accuracy and service excellence.

You will work with agents, agencies, and executive management to ensure timely, precise accounting and quality customer service, while developing new reports and procedures to meet department needs.