Accounting Specialist

Job Overview

TRICOR Insurance has been a locally owned and operated agency since 1945. Today, TRICOR has 28 locations across Wisconsin and an office in Dubuque, IA. 

What we’re looking for in a candidate for the Accounting Specialist:

• Reconciles direct bill and agency bill commissions, monthly bank statements and commissions
• Prepare monthly producer statements for Commercial Lines and Group Benefits
• Reconciles invoices in a timely manner and identify discrepancies in reports
• Maintain accurate insurance company payables and receivables reports
• Back-up, prepare and process payroll and administer month-end procedures
• You have strong leadership skills and high performing demonstrated qualities
• You have strong communication skills, people skills and networking skills- Someone that can think on their feet and relate to different situations
• You are equipped to function in a competitive environment where self-discipline and time management are a necessity
• You are collaborative, coachable and willing to learn new skills and operating procedures
• You can make sense of complex accounting issues, and effectively and efficiently problem solve for successful outcomes
• You grow and maintain a high-level of accounting practices and value-add knowledge in Insurance and Accounting
• You build key employee relationships with our top local, regional and national carriers, vendors and service providers

Our Culture is also built upon people who are:

• Driven by knowing their most important role is to help make our clients protect what is most important and add value to their overall business success
• Dedicated to giving our clients a BEST in class experience
• Committed to never stop learning. You are the expert others look to for advice
• Obsessed with accomplishing goals, and use teamwork to drive innovation

Our Compensation & Benefits:

• The position compensation is hourly based
• We offer health, dental, life and vision insurance, as well as voluntary Life Insurance
• Paid-Time Off
• Retirement plan with employer match

Requirements:

• Four year Degree preferred; will consider 2  year Associate Degree in Accounting plus relevant experience in the industry or equivalent combination of education and experience
• Proficiency with MS office software products specifically Excel with demonstrated skills; Applied Systems EPIC software is preferred
• Regular and predictable attendance and ability to work varied hours including overtime if required
• Ability to communicate effectively both verbally and in writing with internal and external customers
• Ability to work accurately and efficiently with multiple priorities and changing deadlines
• Work independently and willing to assist others when needed
• Ability to maintain a high level of confidentiality

Apply today if you want:

• To be inspired
• To solve customer problems
• To enjoy the freedom and responsibility to continually bring your talent, knowledge, passion and dedication to your job
• To feel empowered to make decisions, share information and to try new things
• To take personal responsibility to help our communities thrive

To learn more about TRICOR and to apply, visit our TRICOR website at www.tricorinsurance.com/tricor-careers.

TRICOR – we work hard, we have fun and we stay humble!