Accounting Specialist

Position Summary

The Accounting Specialist will provide accounting support to major financial accounting areas, including accounts payable, general ledger accounting, and account reconciliation.

Primary Responsibilities

  • Deposit customer premium payment checks and credit card payments for multiple business units
  • Process weekly carrier payments for multiple business units
  • Check daily bank balances and post incoming wires/ACH payments
  • Process premium finance agreements
  • Ensure Agency Bill invoices are billed correctly
  • Processes benefits, personal, and commercial lines direct bill commissions. Searches customer and policy numbers and enter premiums and commissions received from insurance carriers
  • Processes company commission due statements. Requires research to ensure funds have not already been paid to carriers; and initiate payments to carriers when necessary
  • Processes intercompany journal entries and commission re-classes and manages the direct bill receivables report
  • Reconciles direct bill general ledger accounts to ensure all monies deposited are appropriately recorded in the general ledger
  • Maintains the Monthly Revenue Log, Carrier Website Login spreadsheet, and DB commission statement folders
  • Communicates with carriers to obtain commission statements and pulls monthly statements from company websites
  • Posts ACH commission receipts and commission check deposits
  • Communicates with Account Managers and other company personnel to resolve discrepancies and to verify policy and commission information
  • Performs other duties or projects as assigned


  • Basic knowledge of accounting rules, regulations, policies and procedures that is reflective of the financial service industry
  • Working knowledge of Microsoft applications especially Word and Excel
  • Advanced analytical and mathematical skills
  • Advanced interpersonal skills; strong oral and written communication


  • Advanced problem solving, relationship management and critical thinking skills and the ability to prioritize multiple projects, meetings and deadlines
  • Willingness to adhere to all principles of confidentiality
  • Must value operating in a collaborative work environment
  • Willingness to assist internal and external customers with any concerns
  • Ability to show initiative, good judgment, and resourcefulness
  • Ability to work independently and on a team

Education and Qualifications

  • BA in Accounting, Finance, Economics, Business or Statistics preferred
  • Advanced course work in bookkeeping and accounting
  • 2 years finance and accounting experience preferred





Pasadena, CA


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