Accounting Clerk

Remote
Full Time
Mid Level

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 remote role will be responsible for supporting our agency business by maintaining account reconciliation, recording, invoicing and performing basic accounting functions. 

Key Responsibilities 

  • Accurately and efficiently process a high volume of invoices, ensuring timely billing and compliance with internal standards 

  • Manage and document refund requests, communicating professionally and promptly with policyholders to resolve issues 

  • Prepare and analyze monthly reports on departmental error rates and revenue performance for leadership review 

  • Review and remit biweekly carrier payables, ensuring accuracy and timeliness in disbursements 

  • Process weekly chargebacks, document related activity, and coordinate policy cancellations as necessary 

  • Generate accounts receivable (AR) statements and reports by consolidating data from multiple systems 

  • Prepare and distribute weekly intents to cancel, cancellation notices, and write-off documentation in accordance with policy timelines 

  • Submit outstanding account balances to third-party collections agencies as appropriate 

  • Investigate chargebacks and apply findings to associated policies to ensure accurate records and resolution 

  • Issue agency billing refunds and perform monthly reconciliation of financial payments in line with company policies 

  • Apply incoming payments to customer, broker, and internal accounts with precision and consistency 

  • Review financial details of finance agreements and submit completed documentation to the contract processor for finalization 

  • Required to perform other duties as requested, directed, or assigned 

Requirements and Qualifications 

  • Bachelor’s degree in Accounting or equivalent experience 

  • 2+ years’ experience in the accounting field, with demonstrated proficiency in general ledger management, financial reporting, and compliance with accounting standards 

  • Prior experience in insurance agency accounting or financial services 

  • Familiarity with agency billing, collections, and reconciliation processes 

  • Experience with accounting software; familiarity with VUE, AMS, or similar agency management systems is a plus 

  • Extensive experience with Microsoft Excel, including advanced functions such as pivot tables, VLOOKUP, INDEX/MATCH, and data analysis tools 

Perks 

  • Health, dental, and vision plans 

  • Amazing work-life balance with 4 weeks of Paid Time Off 

  • 10 Paid Company Holidays with 2 floating holidays 

  • 401K Programs with employer match 

  • Personal assistance programs for support in a healthy personal and work life 

Why Veracity? 

 
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 

Compensation Range: $22/hr - $25/hr  
 
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. 

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