Accounting Associate

What You’ll Do

• Process invoices, payments, and receipts with accuracy

• Maintain organized records of all transactions

• Respond professionally to inquiries from internal partners, brokers, and carriers

• Use internal systems and platforms to track progress and complete tasks • Support other teams as needed to ensure continuity and collaboration

• Apply fundamental accounting principles and procedures

Required / Preferred Qualifications

• 1+ year of experience in banking, finance, billing, accounting, or a related field

• Comfortable working with multiple screens and software programs; proficient in Microsoft 365 (Excel, Word, PowerPoint)

• Strong communication and customer service skills

• Ability to adapt to new processes and systems while maintaining accuracy

• Collaborative and proactive approach to problem-solving

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