What are the responsibilities and job description for the Accounting Clerk position at Veracity Insurance?
At Veracity, we aim to be a different kind of insurance partner—one that is free from outside investors, venture capital, or the pressures of a corporate parent.
Ours is a culture of empowerment – one that believes in effort, results, and accountability. We believe that transparency fosters trust, trust fosters growth, and that growth drives innovation. Our commitment to rigorous evaluation and relentless execution lead to rapid evolution.
We answer only to the small business owners we serve, and this independence allows us to stay focused on what matters most: helping their businesses thrive by providing expert guidance and best-in-class insurance policies.
We’re growing fast and want you to be a part of it!
We’re looking for a talented, detail-oriented Accounting Clerk to join our team. Under the direction of the Accounting Manager this role will be responsible for supporting our agency business by maintaining account reconciliation, recording, invoicing and performing basic accounting functions. This is a remote role.
Key Responsibilities
Here at Veracity, you’ll be part of a team of trailblazers and visionaries. We’re not just revolutionizing the way people “do” insurance; we are creating a whole new paradigm. Here, you will experience a vibrant and inclusive workplace where your ideas matter! With us, you have a chance to:
We are proud to be an equal-opportunity employer. We are committed to providing equal opportunities to all qualified applicants, regardless of race, color, religion, sex, national origin, disability, or any other legally protected characteristics.
If you need accommodation, please let us know during the interview process.
Ours is a culture of empowerment – one that believes in effort, results, and accountability. We believe that transparency fosters trust, trust fosters growth, and that growth drives innovation. Our commitment to rigorous evaluation and relentless execution lead to rapid evolution.
We answer only to the small business owners we serve, and this independence allows us to stay focused on what matters most: helping their businesses thrive by providing expert guidance and best-in-class insurance policies.
We’re growing fast and want you to be a part of it!
We’re looking for a talented, detail-oriented Accounting Clerk to join our team. Under the direction of the Accounting Manager this role will be responsible for supporting our agency business by maintaining account reconciliation, recording, invoicing and performing basic accounting functions. This is a remote role.
Key Responsibilities
- Process a high volume of invoicing with precision and efficiency
- Process and document refund requests and communicate with policyholders regarding refund issues professionally and promptly
- Create monthly reports of department errors and revenue performance
- Review and remit biweekly carrier payables as needed
- Process chargebacks weekly and document/cancel related policies
- Create AR statements and reports from multiple sources
- Create and distribute intents, notices of cancellation, and write-offs weekly
- Submit outstanding balances to collections
- Research chargebacks and apply findings to related policies
- Issue agency billing refunds and reconcile financial payments monthly in accordance with company policy
- Apply incoming payments to customer, broker, and internal accounts
- Verify financials on finance agreements and submit them to the contract processor
- Required to perform other duties as requested, directed, or assigned
- Prior experience in insurance agency accounting or financial services
- Familiarity with agency billing, collections, and reconciliation processes
- Experience with accounting software, VUE or AMS systems a plus
- Bachelor’s degree in Accounting or equivalent experience
- Minimum of 2 years’ experience in the accounting field
- Extensive experience with Microsoft Excel
- Health, dental, and vision plans
- Amazing work-life balance with 4 weeks of Paid Time Off
- 9 Paid Company Holidays with 2 floating holidays
- 401K Programs with employer match
- Personal assistant programs for support in a healthy personal and work life
Here at Veracity, you’ll be part of a team of trailblazers and visionaries. We’re not just revolutionizing the way people “do” insurance; we are creating a whole new paradigm. Here, you will experience a vibrant and inclusive workplace where your ideas matter! With us, you have a chance to:
- Engage in groundbreaking projects that are reshaping the insurance landscape
- Collaborate with a group of dedicated, like-minded professionals
- Experience a culture that prioritizes growth and development
We are proud to be an equal-opportunity employer. We are committed to providing equal opportunities to all qualified applicants, regardless of race, color, religion, sex, national origin, disability, or any other legally protected characteristics.
If you need accommodation, please let us know during the interview process.
Salary : $1,000
