Accounting Specilist

Position Summary

The Employee Benefits Accounting Specialist is responsible for supporting the financial and administrative operations of Pinnacle Insurance Solutions’ Employee Benefits platform. This role focuses on accurate commission processing, carrier reconciliations, invoicing, and maintenance of clean accounting and policy records across employee benefits accounts. The position works closely with Benefits, Accounting, and Operations teams to ensure commissions and premiums are processed accurately, discrepancies are resolved timely, and systems reflect complete and reliable financial and policy data.

Success in this role requires strong attention to detail, sound judgment, and the ability to manage recurring deadlines in a collaborative, fast-paced environment.

• Process employee benefits commissions accurately and in accordance with carrier statements and agency agreements
• Reconcile carrier commission and premium statements, researching and resolving discrepancies in a timely manner
• Manage invoicing, premium tracking, and commission posting within agency management and benefits administration systems
• Ensure all accounting, commission, and policy activity is properly documented and maintained within Epic and/or Benefits Guide
• Monitor carrier downloads and system feeds to ensure policies and financial data post correctly
• Identify, research, and assist in resolving delayed, errored, or “stuck” policies and transactions
• Partner with internal service, operations, and benefits teams to resolve missing, delayed, or incorrect commissions
• Support audits, internal reporting, and month-end close activities related to employee benefits accounts
• Maintain organized and compliant financial and policy records in accordance with internal controls
• Assist with process improvement initiatives to enhance accuracy, efficiency, and scalability within the benefits accounting function

• Technical & Accounting Expertise – Demonstrates working knowledge of employee benefits insurance products, commission structures, and carrier billing practices
• Accurately processes commissions, invoices, and reconciliations in accordance with agency standards
• Effectively utilizes agency management systems and benefits platforms (e.g., Epic, Benefits Guide) to maintain accurate records
• Understands the downstream impact of accounting accuracy on carrier relationships and operational reporting
• Attention to Detail & Accuracy – Maintains a high level of accuracy in financial data entry, reconciliations, and documentation
• Carefully reviews carrier statements, invoices, and system postings to identify discrepancies or errors
• Ensures records are complete, consistent, and audit-ready

• Identifies discrepancies, system issues, or process gaps and investigates root causes
• Applies sound judgment to resolve issues independently when appropriate
• Escalates complex or unresolved issues with clear documentation and recommendations

• Manages multiple recurring deadlines, reconciliations, and priorities simultaneously
• Maintains organized records and tracking to ensure timely follow-up on open items
• Demonstrates reliability in meeting month-end and reporting timelines

• Communicates clearly and professionally with internal teams regarding discrepancies, status updates, and resolutions
• Partners effectively with Benefits, Accounting, and Operations teams to resolve issues efficiently
• Provides clear explanations of accounting or system-related issues to non-accounting stakeholders

• Takes ownership of assigned responsibilities and follows through on commitments
• Proactively identifies opportunities to improve processes, accuracy, or workflow efficiency
• Demonstrates accountability for the integrity of financial and policy data

• Adjusts to changes in carrier processes, systems, and internal workflows
• Demonstrates flexibility in supporting evolving operational and reporting needs
• Learns and adopts new tools, processes, or procedures as the platform scales

• Minimum of 1 year of experience in the insurance…