Insurance Accounting Specialist - Flexible Hours & Growth

Paycom; Lancaster (WI); On-site; USD 45,000 - 70,000; Full time

Benefits offered by this job

Flexible scheduling

Paid time off

Health, Dental & Vision Insurance

HSA/HRA options

401(k) Retirement Plan

Opportunities for advancement

Family-owned culture

Job summary

TRICOR Insurance is seeking an Accounting Specialist to join our accounting team in Wisconsin. The role focuses on direct bill commissions, carrier download activity, and bank reconciliations, with responsibilities spanning deposits and month-end close processes.

You will work with Ascend, Applied Epic, and other systems to ensure records are accurate, resolve discrepancies, and improve reconciliation workflows in a fast-paced environment.

Qualifications

• High School diploma or equivalent required.
• Working knowledge of accounting, bookkeeping, or reconciliation principles.
• Strong organizational and time-management skills.
• Proficiency with Microsoft Office, particularly Excel.
• Strong analytical, problem-solving, and communication skills.
• Ability to manage confidential financial information appropriately.
• Experience with or ability to learn agency management and accounting systems.

Responsibilities

• Reconcile direct bill commission statements and payments, including activity received through carrier download and other carrier reporting methods.
• Research and resolve discrepancies including missing transactions, unmatched items, and differences between carrier statements and agency records.
• Review, reconcile, and troubleshoot carrier download activity to ensure commission information is accurately reflected in agency systems.
• Perform assigned bank reconciliations and investigate reconciling items.
• Prepare and record deposits for client payments, commissions, and other receipts.
• Maintain accurate documentation and records within Ascend, Applied Epic, and other applicable systems.
• Support month-end close activities by completing assigned reconciliations and communicating outstanding issues promptly.
• Collaborate with internal teams and carrier contacts to obtain information and resolve discrepancies.
• Identify opportunities to improve reconciliation processes, documentation, data quality, and workflow efficiency.

Skills

Attention to detail

Analytical thinking

Organization & time management

Problem solving

Communication

Adaptability

Education

Associate's degree in Accounting or Finance

High School diploma or equivalent

Tools

Applied Epic

Ascend

Job description

TRICOR Insurance is seeking an Accounting Specialist to join our accounting team in Wisconsin. The role focuses on direct bill commissions, carrier download activity, and bank reconciliations, with responsibilities spanning deposits and month-end close processes.

You will work with Ascend, Applied Epic, and other systems to ensure records are accurate, resolve discrepancies, and improve reconciliation workflows in a fast-paced environment.