We’re Insurance Office of America, one of the nation’s largest privately held agencies. IOA was founded in 1988 with the idea that professional client service provided by knowledgeable, caring, and passionate people makes for a winning combination. Whether working at our home office in suburban Orlando, Florida, one of our branch offices across the US and Northern Ireland, or with one of our subsidiary companies, the continued growth of our over 1,300 employees is a testament to our belief that great things start with great people!
At IOA, we’re driven by our mission and core values. We work hard, but we have fun too. Workplace ideals like leading by serving, work/family life balance, and giving back to our community aren’t just clichés here – they’re a part of who we are. We believe in helping people grow, develop and achieve their professional goals, so when you join the IOA team you truly become a partner in our shared success.
JOB SUMMARY:
The Accounting Specialist - Direct Bill is responsible for following policies and procedures established for the day-to-day Direct Bill accounting functions and task of Insurance Office of America. This will involve accurately recording commission received from insurance carriers and brokers. Commission Statements are hand-keyed, downloaded or imported in our data management system. Excellent communication with our internal operations team is required.
ESSENTIAL FUNCTIONS:
-
Responsible for recording commission received from insurance carriers and brokers.
-
Ability to identify and assign items in suspense to balance statements.
-
Import, save and format commission statements into suspense accounts.
-
Key and track exception errors and send to appropriate department for correction.
-
Research and resolve policies without transactions received from different departments.
-
Compile and electronically archive supporting documentation.
-
Lives and champions IOA core values at all times, demonstrating the highest level of personal character, integrity, and servant leadership.
-
Regular and consistent attendance is expected and a necessary component to the job.
-
Proven commitment to excellence in customer service
-
Performs other duties as assigned.
NON-ESSENTIAL FUNCTIONS:
-
Back-up for teammates as needed, covering for others in their absence and ensuring overall team service excellence.
-
Ensures professional skills are continuously improved by actively participating in internal/external development opportunities.
-
Lifting and carrying large equipment/boxes over 5 lbs.
-
Bending and stooping to utilize necessary office equipment.
-
Participation in team building and other activities.
QUALIFICATIONS AND EXPERIENCE:
-
Entry level.
-
Strong attention to detail, accuracy, and organization skill.
-
Ability to analyze and problem solve complex issues.
-
Outstanding verbal and written communication skills.
-
Strong knowledge of Microsoft Outlook, Excel, Word, and SharePoint.
-
Ability to use standard office equipment.
-
High School diploma or equivalent is required.
PHYSICAL DEMANDS:
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.
-
Work is performed in a temperature controlled office environment or travel via vehicle
-
While performing the duties of this job, the employee is required to ambulate, sit and/or stand in various intervals throughout the work shift
-
The employee may occasionally lift and or carry up to 20 lbs.
-
Employee may use computer, phone, copier and other office equipment in the course of a day
-
While performing the duties of this job, the employee is occasionally required to use hand to handle, touch and use tools, reach with hands and arms, bend, stoop, twist, lift, reach, push, pull, grasp, balance, talk, hear, and ambulate during the course of employment
-
Specific vision ability required by the job include close vision, distance vision, peripheral vision, depth perception and an ability to adjust focus
-
Employee may be required to travel for business purposes
Great Reasons to Work at IOA include:
- Competitive salaries and bonus earning potential
- Great benefits, including company paid health insurance
- Paid time off for holidays, vacations, and sick time
- 401K with an employer match
- Participation in our employee stock plan
- Opportunities for professional growth and career progression
- A culture that emphasizes respect for every individual
- Company commitment to work/family life balance and community service
- Teammates who share your drive for excellence
- Knowing every day you are helping our clients protect their families and businesses
If you're ready to take a leap forward in your career, please click below to apply. Any candidates meeting the qualification requirements for the Accounting Specialist role will be contacted. We’re looking forward to hearing from you!
