Accounting Tech

We're Hiring an Accounting Tech!

Join Our 100% Employee-Owned Team

At Winter-Dent, our mission is to help individuals and businesses protect what matters most-whether it's their home, their livelihood, or their financial future. As an employee-owned agency, every team member has a stake in our shared success. We're looking for a detail-oriented and proactive Accounting Tech to support our accounting team while helping ensure the agency runs efficiently behind the scenes

WHAT YOU WILL DO

Accounting Support

Support the Accounting Department with direct bill processing and related administrative activities.

• Review direct bill deposits, create activities, and attach statements within agency systems
• Ensure policy transactions are processed accurately, including transaction codes, profit centers, and commission allocations
• Review downloaded commissions and associate them with the correct policies
• Assist with identifying and resolving items in suspense
• Provide support with vendor payables, expense reports, journal entries, and other accounting-related projects as needed
• Other accounting and administrative related duties as time permits

Front Desk & Administrative Support

Serve as a member of the agency's front desk coverage team.

• Answer incoming phone calls and direct them to the appropriate team members
• Provide coverage during lunches, PTO absences, meetings, and other scheduling needs
• Assist with mail runs and general office support responsibilities

WHAT WE OFFER

• A positive, welcoming, and enjoyable workplace culture.
• A shared vision to be a trusted leader in risk management and insurance solutions, providing security and peace of mind for individuals and organizations.

YOUR QUALIFICATIONS & EXPERIENCE

• 0–1+ years of experience in billing, accounting support, administrative work, data entry, or a related field preferred but not
• Experience working with accounting, operational, or agency management systems preferred but not
• Insurance industry knowledge or familiarity with commission-based financial structures preferred but not
• High school diploma or equivalent required

WHO YOU ARE

• You have exceptional attention to detail and strong organizational skills
• You are able to prioritize work effectively and consistently meet deadlines
• You work independently, take initiative, and seek support when needed
• You are analytical, resourceful, and enjoy solving problems
• You communicate professionally and effectively with clients, coworkers, and business partners
• You have a strong and unwavering commitment to confidentiality
• You maintain a client-first mentality and support fellow Employee Owners with a positive attitude
• You are committed to continuous learning and professional development
• You are always willing to help someone in need and believe the success of the team is more important than the success of the individual
• You embody our shared core values: Proactive, Continuous Learning, Transparency, We Do What We Say, Lead by Example, Vested, Other People Matter, Pay It Forward

INTERESTED?

Even if you don't meet every qualification listed, we'd love to hear from you. We are interested in finding the right person more than a perfect set of qualifications.

Apply today at: https://winter-dent.com/careers/ or email hr@winter-dent.com