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04/28/2026

Accounting Specialist - Agency Bill

Job Description

Job Description:

Title: Accounting Specialist – Agency Bill 

This position is 5 days fully in office at our Longwood, FL office, however, can be hybrid 2-3 days after 90 days based on performance.
 
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: Reconcile Agency Bill Broker/Company Invoices and process them for payment via Check, ACH, or Wire. Handle timely payments, process account reconciliations, and direct accounting questions to the appropriate team members. Navigate EPIC, and have knowledge of Microsoft Outlook, Excel, and Word, as well as scanning to SharePoint. Process check requests within assigned time slots. 
 

Key Responsibilities: 

  • Check Requests: Print and process check requests in a timely manner during assigned time. 

  • Urgent Payments: Process urgent payment requests, including ACH/Wire if needed. 

  • Invoice Distribution: Distribute electronic invoices and statements to the appropriate team member during assigned time slot. 

  • Item Retrieval: Efficiently retrieve items in EPIC as needed for balancing statements to invoices. 

  • W-9 Requests: Request W-9s from Brokers and other vendors, keeping this information up to date. 

  • Account Reconciliations: Process account reconciliations on demand, confirming receivable balance in EPIC. 

  • Payment Processing: Pull account reconciliations and complete check processing or record EFT/ACH payments. 

  • Documentation: Compile backup documentation for finalized reconciliations. 

  • Daily Scanning: Complete daily scan and drop of all work performed for the day into SharePoint. 

  • Problem Solving: Follow up and problem solve any billing issues with appropriate departments, Managers, or Agents as they occur, processing adjustments as needed. 

  • Funds Tracking: Track daily funds needed for the week and known future expenditures for upper management planning. 

  • Champion IOA Values: Demonstrate integrity and leadership. 

 

Ideal Candidate Qualifications: 

  • 3 years of previous accounting experience preferred 

  • Strong analytical, problem-solving, and decision-making skills 

  • Exceptional customer service, communication, multitasking, and organizational skills 

  • Proficiency in MS Office (Outlook, Word, Excel) 

  • High School Diploma (or equivalent) 

 
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) 

Salary Range

The expected pay range for this position is $22.00 to $25.00 per hour, depending on experience, relevant skills, and geographic location.

Insurance Office of America is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.


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IOA - Insurance Office of America
IOA - Insurance Office of America

Founded in 1988 with the idea that professional client service provided by knowledgeable, caring, and passionate people makes for a winning combination, IOA has grown into a family of companies anchored by one of the largest privately held insurance brokerages in America. Whether working at our home office in suburban Orlando, FL, or one of our 60 offices in the U.S. and United Kingdom, or in one of our subsidiaries, the growth of IOA to over 1,300 associates—and we’re still growing—is a testament to our belief that great things start with great people.

Here at IOA, we are driven by our mission and core values. We work hard, but we have fun too. Workplace ideals like leading by serving, work-life balance, and giving back to our community aren’t just like clichés here; they are a part of who we are. We believe in helping people grow and develop so they can achieve their professional goals. When you join the IOA team, you truly become a partner in our shared success.

If being part of a team that’s committed to world-class service sounds exciting to you, please check out our current job openings or drop an email to one of our company recruiters. You also can keep in touch by signing up for our Talent Community or by following us on Twitter. No matter how you choose to connect, we hope to hear from you.