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business insurance agent intermediate
Commissions Control Accountant
Integrity Marketing Shared Services Center Dallas, Texas
Integrity is an omnichannel insurtech company innovating insurance with a singular purpose: making insurance simpler and more human, so everyone can plan for the good days ahead! With billions in funding from HGGC, Harvest Partner, SilverLake, we leverage techniques that include predictive modeling, custom dynamic dashboards, next- best-action and behavior triggers, as well as other cutting-edge methods like natural language processing (NLP) to inform decision-making and streamline processes. Integrity has experienced significant growth in the past three years, increasing earnings more than 800%. We are an employee owned company , and are also incredibly proud of our women in leadership, from our C-Suite executives to our managing partners and more (women also make up 63% of our workforce!) We recognize the importance of having equal representation throughout our organization - and that starts at the top! Job Summary This accountant will work on the implementation of the subledger process across business units. They will work with corporate finance/ accounting to manage the subledger reporting and reconciliation. Validating entries and payments are properly recorded. The accountant will also perform key reconciliations and perform troubleshooting. Responsibilities Lead business unit onboarding to the payables controls team Develop business processes to validate the vendor information is correct, escalate vendor issues to the requesting team Train commission payables team to validate the payment amounts are correct to support information provided by the business team Work with analysts to resolve any incomplete payment files Follow up with business team on uncleared payments Create and distribute aging reporting for businesses with incomplete transactions Reconcile commission expense g/l account to the business team requests/ bill payments Track and reconcile abandoned and unclaimed property accounts Reconcile 1099 reportable amounts for commissions paid through payables control and BU team Other duties as assigned by leader Position Requirements (Knowledge, Skills, and Abilities) Troubleshoot and resolve issues with the bank or NACHA to clear all approved payments within an expedited timeframe Advise business units on calculation or back up support that doesn't align with requests Advanced knowledge of reconciliation and ERP software Advanced experience implementing new accounting processes which may include new ERP system, processes and reporting Skilled in using of analytical techniques to identify issues that are delaying commission payables, determining the root cause and developing a mitigation plan Strong critical thinking skills to determine the best solution for unprocessed transactions, files or payments, working with business unit teams to identify data transmission or formatting issues Skilled in applying advanced excel user skills and to generate appropriate/ required outcomes Skilled in creating professional written and verbal communication to business units or payees including presentations and reports Support stakeholders to resolve payment questions or concerns Ability to Problem-Solving to gather critical information while collaborating with business and shared services team to develop problem resolution Ability to demonstrate Time Management and Organization to juggle multiple clients, or research requests Ability to demonstrate Technical Expertise to identify and troubleshoot system or data related issues based on experience Ability to Lead Collaborative Discussions across multiple functional departments or businesses to achieve a common goal or outcome Ability to Organize and Track assigned files and track all follow up items to timely resolution. Ability to Coach and Mentor team members on competing commission files processing to meet payouts schedule Ability to use Analytical & Critical Thinking to support BU, payee or other team members to resolve more complex commission questions or concerns Experience Intermediate payables and reconciliation experience required Intermediate experience in bookkeeping or accounting transactional processes including accounts payable, treasury processes or reconciliation experience required Advanced experience reconciling dozens of general ledger accounts within close cycle each month Intermediate customer or clients service experience and skills development Education Bachelor's degree in accounting, finance, business administration, or mathematics required. Licensing and/or Certification CPA preferred About Integrity Integrity is one of the nation's leading independent distributors of life, health and wealth insurance products. With a strong insurtech focus, we embrace a broad and innovative approach to serving agents and clients alike. Integrity is driven by a singular purpose: to help people protect their life, health and wealth so they can prepare for the good days ahead. Integrity offers you the opportunity to start a career in a family-like environment that is rewarding and cutting edge. Why? Because we put our people first! At Integrity, you can start a new career path at company you'll love, and we'll love you back. We're proud of the work we do and the culture we've built, where we celebrate your hard work and support you daily. Joining us means being part of a hyper-growth company with tons of professional opportunities for you to accelerate your career. Integrity offers our people a competitive compensation package, including benefits that make work more fun and give you and your family peace of mind. Headquartered in Dallas, Texas, Integrity is committed to meeting Americans wherever they are - in person, over the phone or online. Integrity's employees support hundreds of thousands of independent agents who serve the needs of millions of clients nationwide. For more information, visit . Integrity, LLC is an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity, national origin, disability, veteran status, or any other characteristic protected by federal, state, or local law. In addition, Integrity, LLC will provide reasonable accommodations for qualified individuals with disabilities. PandoLogic. Category:Finance,
12/07/2025
Full time
Integrity is an omnichannel insurtech company innovating insurance with a singular purpose: making insurance simpler and more human, so everyone can plan for the good days ahead! With billions in funding from HGGC, Harvest Partner, SilverLake, we leverage techniques that include predictive modeling, custom dynamic dashboards, next- best-action and behavior triggers, as well as other cutting-edge methods like natural language processing (NLP) to inform decision-making and streamline processes. Integrity has experienced significant growth in the past three years, increasing earnings more than 800%. We are an employee owned company , and are also incredibly proud of our women in leadership, from our C-Suite executives to our managing partners and more (women also make up 63% of our workforce!) We recognize the importance of having equal representation throughout our organization - and that starts at the top! Job Summary This accountant will work on the implementation of the subledger process across business units. They will work with corporate finance/ accounting to manage the subledger reporting and reconciliation. Validating entries and payments are properly recorded. The accountant will also perform key reconciliations and perform troubleshooting. Responsibilities Lead business unit onboarding to the payables controls team Develop business processes to validate the vendor information is correct, escalate vendor issues to the requesting team Train commission payables team to validate the payment amounts are correct to support information provided by the business team Work with analysts to resolve any incomplete payment files Follow up with business team on uncleared payments Create and distribute aging reporting for businesses with incomplete transactions Reconcile commission expense g/l account to the business team requests/ bill payments Track and reconcile abandoned and unclaimed property accounts Reconcile 1099 reportable amounts for commissions paid through payables control and BU team Other duties as assigned by leader Position Requirements (Knowledge, Skills, and Abilities) Troubleshoot and resolve issues with the bank or NACHA to clear all approved payments within an expedited timeframe Advise business units on calculation or back up support that doesn't align with requests Advanced knowledge of reconciliation and ERP software Advanced experience implementing new accounting processes which may include new ERP system, processes and reporting Skilled in using of analytical techniques to identify issues that are delaying commission payables, determining the root cause and developing a mitigation plan Strong critical thinking skills to determine the best solution for unprocessed transactions, files or payments, working with business unit teams to identify data transmission or formatting issues Skilled in applying advanced excel user skills and to generate appropriate/ required outcomes Skilled in creating professional written and verbal communication to business units or payees including presentations and reports Support stakeholders to resolve payment questions or concerns Ability to Problem-Solving to gather critical information while collaborating with business and shared services team to develop problem resolution Ability to demonstrate Time Management and Organization to juggle multiple clients, or research requests Ability to demonstrate Technical Expertise to identify and troubleshoot system or data related issues based on experience Ability to Lead Collaborative Discussions across multiple functional departments or businesses to achieve a common goal or outcome Ability to Organize and Track assigned files and track all follow up items to timely resolution. Ability to Coach and Mentor team members on competing commission files processing to meet payouts schedule Ability to use Analytical & Critical Thinking to support BU, payee or other team members to resolve more complex commission questions or concerns Experience Intermediate payables and reconciliation experience required Intermediate experience in bookkeeping or accounting transactional processes including accounts payable, treasury processes or reconciliation experience required Advanced experience reconciling dozens of general ledger accounts within close cycle each month Intermediate customer or clients service experience and skills development Education Bachelor's degree in accounting, finance, business administration, or mathematics required. Licensing and/or Certification CPA preferred About Integrity Integrity is one of the nation's leading independent distributors of life, health and wealth insurance products. With a strong insurtech focus, we embrace a broad and innovative approach to serving agents and clients alike. Integrity is driven by a singular purpose: to help people protect their life, health and wealth so they can prepare for the good days ahead. Integrity offers you the opportunity to start a career in a family-like environment that is rewarding and cutting edge. Why? Because we put our people first! At Integrity, you can start a new career path at company you'll love, and we'll love you back. We're proud of the work we do and the culture we've built, where we celebrate your hard work and support you daily. Joining us means being part of a hyper-growth company with tons of professional opportunities for you to accelerate your career. Integrity offers our people a competitive compensation package, including benefits that make work more fun and give you and your family peace of mind. Headquartered in Dallas, Texas, Integrity is committed to meeting Americans wherever they are - in person, over the phone or online. Integrity's employees support hundreds of thousands of independent agents who serve the needs of millions of clients nationwide. For more information, visit . Integrity, LLC is an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity, national origin, disability, veteran status, or any other characteristic protected by federal, state, or local law. In addition, Integrity, LLC will provide reasonable accommodations for qualified individuals with disabilities. PandoLogic. Category:Finance,
Linn T. Hodge & Sons
Senior Account Manager (CSR) -Insurance Agent
Linn T. Hodge & Sons Scottsdale, Arizona
Hodge Insurance Senior Account Manager (CSR) Linn T. Hodge & Sons Insurance 6928 E 5th Ave, Scottsdale, AZ 85251 Account Manager/ Customer Service Representative - (CSR) Personal Lines & Commercial Lines positions available -Insurance Agent About the Position: A Personal Lines or Commercial Lines Account Manager (CSR) is responsible for servicing the insurance needs of our Personal Lines Clients or Commercial Clients. In performing these duties, the CSR is expected to meet the agency's defined standards for client service, professionalism, ethics, and work attitude. TAM EPIC Management Software is utilized. The position reports to the Personal Lines Manager (PLM) or Commercial Lines manager (CLM). Main Personal carriers are Chubb, Safeco, Mercury, and Travelers. Main Commercial Carriers are Liberty Mutual, The Hartford, Travelers, Chubb and Surplus Lines. About You: You have superior critical thinking skills and a high level of intelligence. You view the world optimistically and get along well with colleagues. You are comfortable juggling multiple tasks and can move seamlessly from project to project. A P&C license is required. Most importantly, we are looking for someone who can grow with us and work as a critical team member in perpetuating our agency as we fully move into our 96th year in business. About Linn T Hodge & Sons: Linn T Hodge & Sons is a family-owned, 4th generation insurance brokerage, founded in 1929. We are a premier provider of personal and commercial lines of insurance for individuals, families and businesses. Our mission is to provide our clients with the best products to meet their insurance needs. We are appointed with the most reputable carriers and strive to provide the highest quality of service to all clients, specializing in the needs of high net worth individuals. We are proud to serve members of the local community, as well as clients throughout the United States. We attribute our success and longevity to our integrity, high ethical standards and commitment to excellent customer service. Major Job Responsibilities: Follow agency procedures for processing: New business Renewals Endorsements Cancellations Billing Payments Claims Maintain the Tam Management records in an up-to-date manner. Input all personal lines or commercial lines new business, renewals and policies received from the companies. Request endorsements as needed. Follow up on all assigned activities and properly document the follow up in the activity section of Tam. Urgent activities are to be referred to the Producer or PLM for immediate follow up and a phone call if necessary. Accept special tasks as assigned by the PLM or CLM. Qualifications: Property & Casualty license is required. Knowledge of State insurance laws, and P&C coverage definitions. Intermediate knowledge of the Applied EPIC Agency Management System preferred, but not required. Experience: 5-10 years of agency experience or carrier Underwriting background is preferred. Skills/Abilities: Strong oral and written communication abilities. Able to organize, coordinate and direct workflow. Attention to details Reply to all emails and phone calls promptly, keeping the client informed. Reliable, Dependable, Trustworthy and Discreet. Compensation & Benefits Base salary range $65,000.00 to $80,000.00 directly linked to experience, licensing, and knowledge of the carriers we represent 100% Employer paid PPO/HMO Group Health plan. Dental and Vision Plans available at Employee's expense Year-end Profit Sharing retirement plan and merit based bonuses depending on agency performance 100% paid parking 15 paid vacation days and 48 hour paid sick leave annually Discount on personal auto, renters, homeowners, and umbrella policies written with Linn T. Hodge & Sons. OTHER After a suitable introductory period, we anticipate this can be a hybrid position (home office/office) Equal opportunity employer. NO PHONE CALLS PLEASE Send resume to Kelly Hodge Visit our web site
12/02/2025
Full time
Hodge Insurance Senior Account Manager (CSR) Linn T. Hodge & Sons Insurance 6928 E 5th Ave, Scottsdale, AZ 85251 Account Manager/ Customer Service Representative - (CSR) Personal Lines & Commercial Lines positions available -Insurance Agent About the Position: A Personal Lines or Commercial Lines Account Manager (CSR) is responsible for servicing the insurance needs of our Personal Lines Clients or Commercial Clients. In performing these duties, the CSR is expected to meet the agency's defined standards for client service, professionalism, ethics, and work attitude. TAM EPIC Management Software is utilized. The position reports to the Personal Lines Manager (PLM) or Commercial Lines manager (CLM). Main Personal carriers are Chubb, Safeco, Mercury, and Travelers. Main Commercial Carriers are Liberty Mutual, The Hartford, Travelers, Chubb and Surplus Lines. About You: You have superior critical thinking skills and a high level of intelligence. You view the world optimistically and get along well with colleagues. You are comfortable juggling multiple tasks and can move seamlessly from project to project. A P&C license is required. Most importantly, we are looking for someone who can grow with us and work as a critical team member in perpetuating our agency as we fully move into our 96th year in business. About Linn T Hodge & Sons: Linn T Hodge & Sons is a family-owned, 4th generation insurance brokerage, founded in 1929. We are a premier provider of personal and commercial lines of insurance for individuals, families and businesses. Our mission is to provide our clients with the best products to meet their insurance needs. We are appointed with the most reputable carriers and strive to provide the highest quality of service to all clients, specializing in the needs of high net worth individuals. We are proud to serve members of the local community, as well as clients throughout the United States. We attribute our success and longevity to our integrity, high ethical standards and commitment to excellent customer service. Major Job Responsibilities: Follow agency procedures for processing: New business Renewals Endorsements Cancellations Billing Payments Claims Maintain the Tam Management records in an up-to-date manner. Input all personal lines or commercial lines new business, renewals and policies received from the companies. Request endorsements as needed. Follow up on all assigned activities and properly document the follow up in the activity section of Tam. Urgent activities are to be referred to the Producer or PLM for immediate follow up and a phone call if necessary. Accept special tasks as assigned by the PLM or CLM. Qualifications: Property & Casualty license is required. Knowledge of State insurance laws, and P&C coverage definitions. Intermediate knowledge of the Applied EPIC Agency Management System preferred, but not required. Experience: 5-10 years of agency experience or carrier Underwriting background is preferred. Skills/Abilities: Strong oral and written communication abilities. Able to organize, coordinate and direct workflow. Attention to details Reply to all emails and phone calls promptly, keeping the client informed. Reliable, Dependable, Trustworthy and Discreet. Compensation & Benefits Base salary range $65,000.00 to $80,000.00 directly linked to experience, licensing, and knowledge of the carriers we represent 100% Employer paid PPO/HMO Group Health plan. Dental and Vision Plans available at Employee's expense Year-end Profit Sharing retirement plan and merit based bonuses depending on agency performance 100% paid parking 15 paid vacation days and 48 hour paid sick leave annually Discount on personal auto, renters, homeowners, and umbrella policies written with Linn T. Hodge & Sons. OTHER After a suitable introductory period, we anticipate this can be a hybrid position (home office/office) Equal opportunity employer. NO PHONE CALLS PLEASE Send resume to Kelly Hodge Visit our web site

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