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Accounting Assistant-Insurance, Charleston, SC (James Island Office)

By Marilyn Birkhimer posted 09-29-2025 08:52

  

Established independent insurance agency is seeking an accounting assistant to join our team. This is an in-office position at our James Island location.

Key Responsibilities:

·         Work daily in AMS 360 software to manage financial data and workflows

·         Process bank deposits and reconcile posting with deposit confirmations to ensure accuracy

·         Accurately and promptly process direct bill commission invoicing

·         Manage vendor bill invoicing and ensure timely payments

·         Download, review, and process policy and commission statements

·         Collaborate with internal teams to resolve discrepancies and streamline processes

Qualifications:

·         Proficiency in Microsoft Excel

·         Experience with AMS software (e.g., Applied Epic, AMS360, or similar systems)

·         Strong attention to detail and organizational skills

·         Ability to manage multiple tasks and meet deadlines in a fast-paced environment

·         Previous experience in accounting, finance, or insurance operations preferred

What We Offer:

·         Competitive salary and benefits package

·         Flexible work environment

How to Apply:
Please send your resume and a brief cover letter outlining your relevant experience to ctaylor@tayloragency.com.

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