Job Description

This Accounting Clerk role supports the day-to-day billing and accounting operations by ensuring transactions are processed accurately and on time. The position works closely with internal teams and carrier partners to help maintain accurate records related to commissions, policy activity, and financial data. This role assists with month-end processes, resolves routine discrepancies, and helps ensure the integrity and consistency of financial information. Overall, this position contributes to reliable, well-maintained financial operations that support the broader team.

Duties and Responsibilities:

• Locate, review, and reconcile carrier commission statements, ensuring accuracy and completeness in all supporting documentation.
• Collaborate with agency representatives to support policy triage activities, helping to identify, track, and resolve discrepancies efficiently.
• Monitor the month-end bank reconciliation process and provide support with research and issue resolution as needed.
• Ensure financial and operational data is entered into internal systems accurately and in a timely, consistent manner.
• Support the full month-end close process by staying aligned with key deadlines and contributing to the timely completion of assigned tasks.

Qualifications

• Bachelor’s degree in Accounting, Finance, or a related field, or 1–3 years of relevant accounting or financial experience.
• Demonstrated proficiency in general ledger reconciliations, accounts payable and receivable processes, and the preparation of journal entries.
• Strong Microsoft Excel skills, including the ability to use functions such as VLOOKUP, pivot tables, and basic formulas to support data analysis and reporting.
• Exceptional attention to detail and accuracy, with strong time management and organizational skills to effectively prioritize and meet deadlines.
• Proven problem-solving and analytical abilities, with strong communication skills to collaborate effectively across teams.
• Ability to work both independently and collaboratively while maintaining a high level of integrity, professionalism, and confidentiality.

Additional Information

Please see our company Benefits:

• Medical, Dental, Vision
• Life Insurance and AD&D
• FSA / HSA
• Accident
• Critical Illness
• Hospital Indemnity
• Supplemental Health Insurance
• Employee Assistance Program (EAP)
• Pet Insurance
• 11 Paid Holidays
• Flexible PTO
• 401K

Trucordia Insurance Services, LLC and its affiliates (collectively, the “Company”) is aware of scams involving false offers of employment with the Company. The false offers use fake websites, email addresses, group chats and text messages. The Company does not (a) interview prospective candidates via instant message or group chat; (b) request banking or credit card information during the interview process; or (c) require candidates to purchase products or services or process payments on its behalf as a condition of any employment offer.

Trucordia is an equal opportunity employer. We believe that every employee has the right to work in an environment that is free from all forms of discrimination. It is our policy that all decisions involving any aspect of the employment relationship such as hiring, compensation and training, promotions, transfers, discipline, and termination will be based on merit, qualifications, and abilities. Such decisions will be made without regard to age, ancestry, color, race, national origin, disability, protected medical condition, genetic information, military service, veteran status, citizenship status, religion, creed, sex, gender, gender identity, sexual orientation, pregnancy, childbirth, marital status, or any other condition, characteristic or activity protected by law. Discrimination based on any of these factors is contrary to our operating philosophy. Attention Recruitment Agencies: Trucordia does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered property of Trucordia, and we will not be obligated to pay a referral fee. This includes resumes submitted directly to hiring managers without contacting Trucordia's Talent Acquisition Department.