What are the responsibilities and job description for the Agency Bill Accounting Specialist position at Ross & Yerger Insurance, Inc.?
We are seeking a detail-oriented and organized professional to join our accounting team. This role is responsible for processing client payments, reconciling invoices, maintaining financial records, and assisting with various accounting functions. The ideal candidate will have strong analytical skills, excellent communication, and the ability to manage multiple tasks efficiently. If you thrive in a collaborative environment and enjoy working with financial data, we encourage you to apply!
Major Duties and Responsibilities :
- Process and post client cash receipts accurately and in a timely manner.
- Communicate with Account Managers to request any outstanding carrier invoices.
- Verify that Epic invoicing aligns with carrier invoices before posting payments.
- Post bank report amounts coded to the general ledger (GL).
- Process and post electronic payments (EFTs) and wire transfers from bank reports.
- Update the daily bank report with reference numbers and distribute accordingly.
- Prepare and email the daily bank report, categorized by individual.
- Process client adjustments, including transferring cash on account to applicable invoices.
- Conduct research on client credit balances and process refunds as appropriate.
- Print and mail client statements for accounts with balances over 30 days.
- Print and mail all monthly installment invoices.
- Generate and distribute month-end aged receivables reports :
- Bond Department (06) : Send sorted by producer to the Bond Manager, Bond Account Manager, and CFO.
- Departments 01, 02, 07 : Provide a total report to the Commercial Lines Operations Manager and individual pages to each account manager.
- Departments 03, 04, 05, 08 : Provide individual pages to each account manager.
- All Departments Combined : Sort by producer, distribute to each producer, and email the full report to the CFO.
- Process and transmit premium finance agreements, post financing details, and apply funding upon receipt.
- Assist the accounting department with various projects and provide support as needed
About Ross & Yerger
Since 1860, Ross & Yerger, a Top 100 Independent Insurance Agency headquartered in Jackson, MS, has had an unwavering commitment to meeting the needs of its employees, clients, and community. As a perennial "Best Place to Work" organization and one of Mississippi's healthiest workplaces, we nurture a culture of continuous learning, professional development, and career advancement. It's in that spirit that we also share profits and ownership with all employees through our ESOP plan in addition to offering tremendous benefits including competitive compensation, comprehensive health and welfare benefits, continuing education reimbursement and generous Paid Time Off.
