Accounting Specialist

JOB SUMMARY

This is an ideal opportunity to work at a growing organization with a strong family culture. Shepherd Insurance is a privately-owned insurance agency that has delivered risk management solutions since 1977. With a wide variety of insurance and financial products, we are among the largest independent agencies in the country.

The Accounting Specialist is responsible for communicating directly with vendors and departmental managers to ensure accuracy of vendor invoices, administer vendor invoices for payments, and assist in the processing of direct bill commissions. With a positive attitude, the Accounting Specialist also provides prompt and courteous service to internal teammates on the Accounting team as requested.

ROLES AND RESPONSIBILITIES:

• Review, verify and process vendor invoices for payment in a timely and accurate manner.
• Maintain accurate and complete electronic records and follow up on outstanding payments.
• Provide documentation to record, verify and process payments.
• Ensure accurate and timely financial record-keeping and reporting.
• Communicate with vendors and departmental managers to ensure accuracy of vendor invoices and administer prompt payment.
• Assist Agency and Staff Accountant(s) with client deposits, carrier, and broker payments.
• Reconcile general ledger accounts as assigned.
• Review, verify and process vendor invoices for payment in a timely and accurate manner.
• Prepare and execute weekly payment runs via ACH, check, wire and other approved payment methods.
• Manage vendor payment inquiries and resolve discrepancies related to invoices, statements, and payment status.
• Maintain accurate accounts payable records and supporting documentation.
• Ensure compliance with company policies, internal controls, and audit requirements.
• Serve as the primary point of contact for vendor payment-related matters across the agency.
• Establish and maintain vendor records, including W-9 documentation, banking information, and payment terms.
• Coordinate vendor onboarding and offboarding activities.
• Manage vendor transitions associated with agency acquisitions and integrations, ensuring seamless migration of payment processes and vendor data.
• Support vendor communication during system conversions, process changes, and organizational restructuring.
• Utilize the agency management system effectively; AMS360 experience preferred.
• Perform other related duties as assigned.