Role Overview
The Accounting Analyst is an entry-level position supporting VIU by HUB's Financial Institution Division. This role is responsible for the accurate, timely processing of insurance transactions, data entry and integrity, download processing, and suspense resolution. The Accounting Analyst also supports data reporting and operational analysis, maintaining reports and helping surface trends and discrepancies that inform team decisions. Success in this role requires strong attention to detail, a willingness to learn, the ability to manage high-volume workloads accurately, and a collaborative approach to supporting the broader organization.
Role Responsibilities
Transaction Processing & Data Entry
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
Suspense & Discrepancy Resolution
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
Data Reporting & Analysis Support
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
Month-End Close & Compliance Support
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
Operations & Team Support
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
Key Competencies
Attention to Detail & Accuracy
Ensures precision in data entry, transaction processing, and record keeping with a low error tolerance in a high-volume environment
Analytical Thinking
Identifies data discrepancies and suspense issues, investigates root causes, and supports resolution with clear documentation
Problem Solving
Works through transaction and data issues systematically, escalating appropriately with relevant @context and findings
Adaptability & Resilience
Maintains accuracy and composure when managing high-volume workloads and shifting priorities
Collaboration & Team Support
Works effectively with others to support financial accuracy
Communication
Communicates clearly and professionally with internal teams; documents findings and questions concisely
Self-Management
Organizes and prioritizes daily workload independently, meets deadlines, and takes ownership of assigned tasks
Willingness to Learn
Proactively builds knowledge of VIU systems, insurance operations, and financial processes to grow within the role
Qualifications
Education
Associate's degree in Accounting, Finance, Business Administration, or related field required
Bachelor's degree preferred
Experience
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
Technical Skills
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
Familiarity with accounting software (QuickBooks, NetSuite, SAP, Oracle, or similar) preferred
Basic understanding of data reporting and the ability to run, format, and distribute reports
Knowledge & Skills
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
Salary Transparency
The salary range is $23.00 to $26.00 hourly Total compensation will be impacted by factors such as the successful candidate's skills, experience, and performance. HUB International is proud to offer comprehensive benefit and total compensation packages: health, dental, vision, life, and disability insurance; FSA, HSA, and 401(k) accounts, and paid-time-off benefits.
VIUbyHUB
Department Accounting & Finance
Required Experience: 1-2 years of relevant experience
Required Travel: No Travel Required
Required Education: Associate degree (2-year degree)
HUB International Limited is an equal opportunity employer that does not discriminate on the basis of race/ethnicity, national origin, religion, age, color, sex, sexual orientation, gender identity, disability or veteran's status, or any other characteristic protected by local, state or federal laws, rules or regulations.
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