Accounting Clerk

Job Description

Accounting Clerk | Trucordia

The Tone:
This is an Accounting Clerk role at Trucordia, an insurance brokerage with 200 offices and over 5,000 team members across the country. Trucordia is building the next great insurance brokerage by bringing together wildly successful businesses, recognized as one of the fastest-growing companies in the U.S. for three consecutive years. This position is a crucial support for the day-to-day billing and accounting operations, ensuring that transactions are processed accurately and on time, and contributing to the integrity and consistency of financial information that supports the broader team and the company’s continued growth. Trucordia celebrates individual successes and collective accomplishments, fostering a company culture of care, collaboration, and results.

The TL;DR
• Role: Early Career
• Type: Full-time
• Location: In-person

• Mission: This role ensures accurate and timely financial transaction processing and record maintenance for billing and accounting operations, supporting internal teams and carrier partners.
• Tech Stack: Microsoft Excel

What You’ll Actually Do
• Reconcile Statements: Locate, review, and reconcile carrier commission statements, ensuring accuracy and completeness in all supporting documentation.
• Resolve Discrepancies: Collaborate with agency representatives to support policy triage activities, helping to identify, track, and resolve discrepancies efficiently.
• Support Reconciliation: Monitor the month-end bank reconciliation process and provide support with research and issue resolution as needed.
• Data Entry: Ensure financial and operational data is entered into internal systems accurately and in a timely, consistent manner.
• Month-End Close: Support the full month-end close process by staying aligned with key deadlines and contributing to the timely completion of assigned tasks.

The Must-Haves
• Background: This is an early career opportunity, suitable for candidates with a Bachelor’s degree in Accounting, Finance, or a related field. Alternatively, individuals with 1–3 years of direct, relevant experience in accounting or financial operations are encouraged to apply.
• Experience: Candidates should demonstrate proficiency in core accounting functions, specifically general ledger reconciliations, managing accounts payable and receivable processes, and preparing accurate journal entries. Experience in supporting month-end close processes and monitoring bank reconciliations is highly valued.
• Skills: Strong Microsoft Excel skills are essential, including practical experience with functions such as VLOOKUP, pivot tables, and basic formulas to support data analysis and reporting. The role demands exceptional attention to detail and accuracy, coupled with strong time management and organizational skills to effectively prioritize tasks and meet key deadlines. Additionally, proven problem-solving and analytical abilities are required, alongside strong communication skills to facilitate effective collaboration across internal teams and with carrier partners.
• Bonus: The ideal candidate will possess the ability to work effectively both independently and as part of a team, consistently maintaining a high level of integrity, professionalism, and confidentiality in all financial operations.