Come join our growing team of fun energized professionals that support our company vision of "Life Without Worry". We have a unique company culture that supports a healthy happy work/life balance. We work hard, but we know how to have fun! Our employee's happiness is important to us, so we strive to make the workplace one we all enjoy.

Company Perks:

• Weekends and holidays off
• Paid vacation offered (and encouraged!)
• Paid sick leave
• Health benefits
• Retirement plan/401 K with matching benefits
• Team building events (happy hours, team building outings, etc.)
• Milestone rewards/achievements Position Overview Monday through Friday 9:00am
• 5:00pm

Position:

Full-Time In Office Ives Insurance Services is seeking an organized, detail-oriented Accounting & Operations Specialist to support the agency's accounting, commission processing, insurance payment, and operational systems. This is a hands-on position that combines accounting and financial processing with insurance operations and technology. The ideal candidate will be comfortable working with numbers, spreadsheets, financial transactions, and computer systems and will have an interest in learning how the technology behind our agency operates. The position will initially focus heavily on accounting, commission processing, and payment activities. Over time, the employee will also learn portions of our agency management system, insurance product and rate tables, reporting spreadsheets, insurance-company portals, and routine system monitoring. This position requires excellent attention to detail because the employee will regularly handle customer funds, insurance-company payments, commission transactions, and financial records. We are not simply looking for someone who can enter transactions. We want someone who wants to understand how and why a process works, can recognize when something does not look correct, and is interested in learning how accounting, insurance operations, spreadsheets, databases, and technology work together. Primary Responsibilities

• Commission Processing
• Process and maintain insurance carrier and producer commission information
• Accounting & Trust Account Processing
• Perform daily accounting and payment-processing activities
• Systems & Backup Monitoring
• Perform routine system checks according to established procedures. Insurance Company Portals & Operational Support
• Learn and work with insurance-company websites and payment portals.
• Assist management with operational projects, reporting, and process improvements as needed. Qualifications Required
• Strong attention to detail and accuracy.
• Experience with bookkeeping, accounting operations, accounts payable, accounts receivable, or similar financial processing.
• Strong Microsoft Excel skills.
• Comfortable learning new software and computer systems.
• Ability to reconcile transactions and investigate discrepancies.
• Ability to organize and manage recurring daily, weekly, and monthly responsibilities.
• Good written and verbal communication skills.
• Ability to handle confidential financial and customer information appropriately.
• Ability to work independently while recognizing when an issue should be escalated. Preferred
• Experience in an insurance agency, insurance carrier, financial services organization, or other transaction-intensive business.
• Experience processing commissions.
• Experience with trust-account or fiduciary-account transactions.
• Advanced Excel skills, including formulas, tables, lookups, filtering, and data manipulation.
• Experience with accounting software and online banking systems.
• Interest in technology, automation, databases, and business process improvement.

Requirement:

Please submit resume and cover letter

Job Type:

Full-time Pay:

$28.00

• $35.

00 per hour

Benefits:

401(k) 401(k) matching Health insurance Paid time off

Education:

Bachelor's (Preferred) Ability to

Commute:

San Diego, CA 92107 (Required)

Work Location:

In person