[Remote] Accounting Analyst

Note: The job is a remote job and is open to candidates in USA. HUB International is a leading insurance brokerage firm, and they are seeking an Accounting Analyst to support their Financial Institution Division. This entry-level role involves processing insurance transactions, maintaining data integrity, and assisting with operational analysis and reporting.

Responsibilities

• Process high volumes of download transactions accurately and in a timely manner
• Enter and maintain financial and policy data across systems with a focus on accuracy and completeness
• Process ADC corrections to ensure financial and data accuracy across platforms
• Process refunds, chargebacks, and payment adjustments in accordance with company policies
• Apply cash receipts and premium payments to customer accounts as directed by the Accounting Specialist
• Investigate and resolve suspense items to maintain data integrity across systems
• Identify discrepancies in transaction data and collaborate with internal teams & carriers to resolve them
• Complete investigation-level suspense tasks requiring detailed, systematic analysis
• Escalate complex or unresolved items to leadership with clear documentation of findings
• Maintain and run operational reports to support business visibility and decision-making
• Monitor and distribute aging reports, flagging outstanding items for leadership review
• Assist with data pulls, formatting, and preparation of recurring and ad-hoc financial reports
• Identify patterns or anomalies in data and bring them to the attention of leadership
• Support data integrity efforts by auditing entries and reconciling records as assigned
• Assist with month-end and year-end close activities including reconciliation preparation and supporting schedules
• Maintain organized, accurate records of all transactions and account activities to support audit readiness
• Ensure compliance with accounting policies, procedures, and internal controls in all processing activities
• Respond to internal inquiries regarding transaction status, data questions, and account information
• Provide cross-functional support across operations teams to meet shifting business demands
• Assist with onboarding and training of new team members on systems and processing procedures
• Adapt to changing priorities and workload fluctuations in a dynamic, high-volume environment
• Contribute to process improvement efforts by identifying inefficiencies and communicating suggestions

Skills

• Associate's degree in Accounting, Finance, Business Administration, or related field required
• Proficiency in Microsoft Excel including pivot tables, VLOOKUP, and basic data analysis
• Ability to navigate and learn multiple systems quickly, including accounting and insurance management platforms
• Foundational understanding of accounting and accounts receivable principles including data entry, cash application, and transaction processing
• Working knowledge of insurance transaction processing concepts including downloads, suspense items, and ADC corrections
• Ability to manage high-volume, repetitive data processing tasks with consistent accuracy and attention to detail
• Basic understanding of financial reporting and the ability to run, maintain, and distribute operational reports
• Familiarity with insurance premium billing cycles and carrier structures at a foundational level
• Analytical mindset with ability to spot patterns and discrepancies in data and communicate findings clearly
• Strong organizational habits with disciplined record-keeping and documentation practices
• Clear and professional written and verbal communication skills for internal team collaboration
• Team-first approach with willingness to support colleagues, cross-train, and pitch in where needed
• Self-motivated and dependable, with a commitment to accuracy, follow-through, and continuous learning
• Bachelor's degree preferred
• 1–2 years of experience in accounting, data entry, financial operations, or insurance processing preferred
• Experience with high-volume transaction or data processing in a professional environment
• Property & Casualty insurance experience a plus
• Familiarity with agency management systems — Applied Epic preferred
• Familiarity with accounting software (QuickBooks, NetSuite, SAP, Oracle, or similar) preferred

Benefits

• Health, dental, vision, life, and disability insurance
• FSA, HSA, and 401(k) accounts
• Paid-time-off benefits

Company Overview