In this role, you’ll be responsible for performing daily accounting and system administrative duties, specifically focusing on optimizing the use of our insurance agency management and third-party systems. You will be working directly with the Sr. Finance and Operations manager to process day-to-day accounting transactions and assist in complete projects that are crucial to creating sustainable and scalable platforms to support our agency’s rapid growth.


  • Performs data processing into accounting system and other data processing systems.
  • Posting of daily batches of ACH and Credit card insurance premium payments
  • Review upcoming monthly credit card transactions for expired dates.
  • Reconcile invoices and identify discrepancies.
  • Verify refund requests and process client reimbursements.
  • Post insufficient funds transactions and assign to account managers for collections.
  • Reconcile monthly agency bill company payables and program business bordereau.
  • Issue invoices and statements to customers upon request.
  • Troubleshoot software and assist in resolving issues.
  • Work closely with IT department to develop the operations and IT ecosystem to support the business.
  • Maintain systems passwords and work with IT department on deployment of new release cycles and schedules.
  • Assist with onboarding new staff with supplying credentials and security rights to various systems.
  • Assist Sr. Finance and Operations manager special accounting and technology projects.


  • 2-4 years’ experience as an Accounting Assistant or Accounting Clerk
  • Knowledge of basic bookkeeping procedures business functions such as policy administration, claims, reconciliation etc.
  • Good math skills and the ability to spot numerical errors
  • Organization skills
  • Communication skills
  • Degree in Accounting, Finance, or relevant field
  • Basic project management skills
  • Possess an understanding of the technologies and systems used in Insurance industry
  • Experience working with Applied Epic, Sales Force, and Lease Plus platforms. 


  • Diversity – Demonstrates knowledge of EEO policy; Shows respect and sensitivity for cultural differences; Educates others on the value of diversity; Promotes a harassment-free environment; Builds a diverse workforce.
  • Ethics – Treats people with respect; Keeps commitments; Inspires the trust of others; Works with integrity and ethically; Upholds organizational values.
  • Analytical – Synthesizes complex or diverse information; Collects and researches data; Uses intuition and experience to complement data; Designs work flows and procedures.
  • Attendance/Punctuality – Is consistently at work and on time; Ensures work responsibilities are covered when absent; Arrives at meetings and appointments on time.
  • Business Acumen – Understands business implications of decisions; Displays orientation to profitability; Demonstrates knowledge of market and competition; Aligns work with strategic goals.
  • Dependability – Follows instructions, responds to management direction; Takes responsibility for own actions; Keeps commitments; Commits to long hours of work when necessary to reach goals; Completes tasks on time or notifies appropriate person with an alternate plan.
  • Initiative – Volunteers readily; Undertakes self-development activities; Seeks increased responsibilities; Takes independent actions and calculated risks; Looks for and takes advantage of opportunities; Asks for and offers help when needed.
  • Innovation – Displays original thinking and creativity; Meets challenges with resourcefulness; Generates suggestions for improving work; Develops innovative approaches and ideas; Presents ideas and information in a manner that gets others’ attention.
  • Oral Communication – Speaks clearly and persuasively in positive or negative situations; Listens and gets clarification; Responds well to questions; Demonstrates group presentation skills; Participates in meetings.
  • Organizational Support – Follows policies and procedures; Completes administrative tasks correctly and on time; Supports organization’s goals and values; Benefits organization through outside activities; Supports affirmative action and respects diversity.
  • Planning/Organizing – Prioritizes and plans work activities; Uses time efficiently; Plans for additional resources; Sets goals and objectives; Organizes or schedules other people and their tasks; Develops realistic action plans.
  • Problem Solving – Identifies and resolves problems in a timely manner; Gathers and analyzes information skillfully; Develops alternative solutions; Works well in group problem solving situations; Uses reason even when dealing with emotional topics.
  • Project Management – Develops project plans; Coordinates projects; Communicates changes and progress; Completes projects on time and budget; Manages project team activities.
  • Strategic Thinking – Develops strategies to achieve organizational goals; Understands organization’s strengths & weaknesses; Analyzes market and competition; Identifies external threats and opportunities; Adapts strategy to changing conditions.
  • Technical Skills – Assesses own strengths and weaknesses; Pursues training and development opportunities; Strives to continuously build knowledge and skills; Shares expertise with others.
  • Written Communication – Writes clearly and informatively; Edits work for spelling and grammar; Varies writing style to meet needs; Presents numerical data effectively; Able to read and interpret written information.

Reports To: Maria Fonseca