Commercial Lines Support & Accounting Specialist

TL;DR

Commercial Lines Support & Accounting Specialist: Managing commercial lines sales support and day-to-day accounting operations with an accent on premium posting, receivables management, and client onboarding. Focus on ensuring seamless service delivery, maintaining accurate financial records in Applied EPIC, and supporting risk advisors in a hybrid environment.

Location: Must be based in or near West Chester, OH (Hybrid role).

Salary: $52,000 – $70,000 per year (based on $25.00–$33.65/hr).

Company

hirify.global is a trusted partner for business owners, providing comprehensive risk management and insurance solutions to help businesses and their employees thrive.

What you will do

• Assist risk advisors with new business submissions, underwriting information gathering, and carrier platform coordination.
• Manage the full client onboarding lifecycle, including account setup in Applied EPIC and digital policy delivery.
• Perform daily accounting tasks such as posting premiums, processing deposits, and managing agency billing.
• Conduct weekly follow-ups on aged receivables to maintain current account payment status.
• Provide high-level customer service for billing inquiries, cancellations, and general account support.
• Collaborate with internal departments to ensure accurate commission agreements and quality control of billing screens.

Requirements

• High School Diploma required (Four-year degree preferred).
• 1–3 years of Accounts Receivable or Collections experience.
• Demonstrated ability in account management and professional client service.
• Property and Casualty insurance license preferred (or ability to obtain within 90 days).
• Proficiency in Microsoft Office and experience with agency management systems (Applied EPIC strongly preferred).
• Must be able to work in a hybrid environment with a dedicated workspace and reliable internet.

Culture & Benefits

• Comprehensive health, wellbeing, and retirement financial benefits.
• Paid time off and overtime pay for non-exempt employees.
• Robust learning and development programs with support for industry designations.
• Hybrid work environment promoting flexibility and team collaboration.
• Commitment to diversity, equity, and inclusion in the workplace.