Accounting Specialist

Overland Park, KS
HomeBase – Accounting & Finance /
Full-time /
Hybrid
A winner of Best Places to Work in Insurance seven years in a row, Virtus is looking for innovative individuals to join our fast-paced, rapidly growing team headquartered in Overland Park, Kansas. Virtus is a next generation insurance consulting firm that focuses on middle market clients in a variety of lines of coverage. With locations in Kansas City, Memphis, Chicago, Ft. Collins, St. Louis, Dallas, and Austin, our team has a national scope and with a sophisticated client base that thrives on new ideas and our consultative approach. We're shaking up a tired insurance industry and creating something better: an experience that empowers our people to evolve, take smart risks, and face the future boldly.

The Accounting Specialist role presents an opportunity to join one of the fastest growing firms in the industry and is a key player on the Accounting & Finance team. 

The Ideal Candidate: 
•Lives the Virtus Core Values – brings their A game and a great attitude each day.
•Is a detailed, organization guru that thrives on juggling multiple responsibilities at any given time to meet the needs of our clients and other department employees.
•Exudes confidence as a self-starter; has a natural ability to problem solve and find answers with little direction.  
•Has an ambitious, entrepreneurial spirit – we are a well-funded, growth stage start-up and everyone must roll up their sleeves to take us to the next level!

Essential Duties and Responsibilities:
•Creates invoices and billing materials to be sent directly to our clients.
•Works closely with the Client Success team on complex billings of single policies to multiple customers.
•Works with our wholly owned subsidiary to generate and track invoices and ensure current accounting records.
•Inputs receipt of Customer and Carrier payments into Agency Management Systems.
•Ensures accurate and timely payments to insurance carriers and for customer refunds while also coordinating necessary bank transfers.
•Researches discrepancies between system receivables and cash receipts ensuring final disposition of variances.
•Contributes to the creation of Producer Commission Statements verifying accuracy for the timely payment of Commissions.
•Records transactions in our general ledger, NetSuite.
•Produces timely and accurate account reconciliations.
•Assists with Vendor Accounts Payables.
•Other accounting and finance duties as requested by management.
•Takes the initiative to work with employees in all departments as needed to keep the work process moving.

Education and Experience:
•Bachelor’s degree in accounting or business preferred. 
•1 to 3 years + of related billing or accounting experience preferred.
•Must have familiarity and good working knowledge of various Microsoft software applications (Excel), and the ability to learn new software systems, Including Agency Management Systems.
•Demonstrated strong project management skills, strong organizational skills, and ability to prioritize workload.
•Salesforce and/or NetSuite experience a plus. 
•Position requires strong written and oral communication skills; a commitment to impeccable customer service is essential. 

Physical Requirements:
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. While performing the duties of this job, the employee is regularly required to sit; use hands to handle or feel and talk or hear. The employee is frequently required to reach with hands and arms. The employee is occasionally required to stand and walk. Specific vision abilities required by this job include close and distance vision.

Travel:
Minimal
Why Virtus?
Virtus has a strong culture anchored by our Core Values: Better Tomorrow, Fearless Pursuit and One Virtus. This creates an environment of teamwork, excellence, and continuous improvement. Employees and their families enjoy great benefits including health/401(k)/dental/vision and unlimited PTO, among other progressive perks. 
 
Virtus is an equal opportunity employer committed to fostering an inclusive, innovative environment with the best employees– so we welcome applications from everyone, to celebrate a diverse mix of experiences, backgrounds, and identities. Please get in touch if you’d like to discuss any reasonable adjustments to your application, in order that we can accommodate and support you in the recruitment process. If you want to work for a company where who you are is valued and respected, we’d love to hear from you.
 
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