Accounting Specialist - Accounts Receivable (Match-Up)

Title: Accounting Specialist – Accounts Receivable 

Work Mode: Hybrid 1 day | Location/Supporting: Longwood, FL office | Experience: Accounting related experience
 
Please note: If this position is posted as either fully remote and/or hybrid, in accordance with company policy, individuals residing within a 50-mile radius of a branch location may be required to work onsite in a hybrid capacity as there may be occasions when on-site presence is necessary to meet specific business needs. Additionally, our remote work policy includes having a dedicated, distraction-free workspace. Remote work is not a substitute for childcare, elder care, or other personal responsibilities during working hours. To view our branch locations, please visit: ioausa.com/locations 
 
 

About the Role: Responsible for supporting the day-to-day accounts receivable functions of Insurance Office of America. This role monitors banking activity, applies client payments, reconciles accounts receivable transactions, and resolves discrepancies in partnership with operational teams. The Accounting Specialist – Accounts Receivable plays a key role in maintaining accurate financial records, supporting internal stakeholders, and ensuring timely processing of cash receipts and related accounting activities. 
 

Key Responsibilities: 

• Banking Activity Monitoring: Monitor daily banking activity and Accounts Receivable communications to identify client premium payments and premium finance funding available for application. 

• Cash Application: Apply cash deposits accurately within the general ledger and client accounts receivable records, ensuring timely and accurate posting. 

• Payment Reconciliation: Research and resolve discrepancies between cash receipts, customer accounts, and general ledger activity in collaboration with operations teams. 

• Carrier Payment Processing: Record carrier payments swept from trust accounts and ensure accurate allocation and documentation of related transactions. 

• Accounts Receivable Analysis: Monitor unapplied cash reports and aging reports, identifying outstanding items and facilitating timely resolution. 

• Customer Service & Support: Respond to accounts receivable inquiries and requests promptly while providing professional support to internal and external stakeholders. 

• Documentation Management: Compile, organize, and electronically archive supporting documentation related to cash receipts, deposits, and receivable transactions. 

• General Ledger Support: Review receivable-related accounting activity and maintain accurate financial records in accordance with established procedures. 

• Process Improvement: Identify opportunities to improve cash application, reconciliation processes, reporting accuracy, and operational efficiency. 

• Communication: Maintain frequent and transparent communication with operations teams and leadership regarding open receivable items, discrepancies, and resolution status. 

• Professional Development: Continue developing accounting knowledge, technical skills, and understanding of company systems, policies, and best practices. 

• Champion IOA Values: Demonstrate integrity and leadership. 

Ideal Candidate Qualifications: 

• Associate’s degree in Accounting, or Bachelor’s degree in Accounting, Finance, Business, or related field. 

• 1-3 years of administrative / payroll experience and basic accounting knowledge (assets, liabilities, income, expenses, debts, credits, journal entries) 

• Insurance industry experience preferred 

• Applied EPIC (agency management system/general ledger) strongly preferred 

• Proficiency in MS Office (Outlook, Word, Excel) with above average proficiency in Excel 

• Exceptional communication, time management, prioritization, and independent work skills 

• Self-starter, inquisitive, team player, able to handle confidential information, detail-oriented, accurate, able to meet tight deadlines, calm under pressure 

 
What We Offer: 

• Competitive salaries and bonus potential 

• Company-paid health insurance 

• Paid holidays, vacations, and sick time 

• 401K with employer match 

• Professional growth and career progression opportunities 

• Respectful culture and work/family life balance 

• Community service commitment 

• Supportive teammates and a rewarding work environment 

 
What to Expect (Application Process): 

• 30-Minute Phone Screen, Online Assessments, and Interview(s)