Commission Accounting Specialist
CBIZ
Salary undisclosed
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Description
Essential Functions and Primary Duties
- Enter commissions received into commission accounting systems in an accurate and timely manner
- Ensure batch totals entered into accounting system (Applied Epic) reconcile to the amount recorded in the Deposit Register. Any differences are to be investigated and resolved
- Resolve a full range of internal and external requests (i.e. discrepancies)
- Perform clerical work such as scanning, running reports, Filing, copying, faxing etc.
- Assist with training on subject matter (i.e. commission accounting tasks)
- Become proficient in the use of commission accounting system and understand the ramifications of data entered and its impact on the financial operations of the company
- Additional responsibilities as assigned
Preferred Qualifications
- Accounting and insurance experience or accounting education
- Basic math skills
- Proficient use of Excel
- Ability to analyze and prioritize multiple responsibilities
Qualifications
Minimum Qualifications Required
High school diploma or GED required
Bachelor’s Degree or two years of experience on a specialized subject matter
Must maintain current required licenses and certifications relevant to field of expertise
Demonstrates the ability to communicate verbally and in writing throughout all levels of organization, both internally and externally
Effective customer service skills
Proficient use of applicable technology
Ability to work in team environment as well as independently
Ability to analyze and prioritize multiple responsibilities
CBIZ, Inc. (NYSE: CBZ) is a leading professional services advisor to middle-market businesses nationwide. With industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers actionable insights to help clients anticipate what is next and discover new ways to accelerate growth. CBIZ has more than 9,500 team members across 23 major markets coast to coast.
CBIZ strives to be our team members' employer of choice by creating an environment where team members are appreciated, recognized for their contributions, and provided with opportunities to grow, both personally and professionally, throughout their careers.
Together, CBIZ and CBIZ CPAs are ranked as one of the top providers of accounting services in the United States. CBIZ CPAs is an independent CPA firm that provides audit, review and attest services, while CBIZ provides business consulting, tax and financial services. In certain jurisdictions, CBIZ CPAs operates under its previous name, Mayer Hoffman McCann P.C.
About this role
At CBIZ, this role centers on the accurate processing and reconciliation of commission data within Applied Epic and related accounting systems. You'll enter commissions received, verify that batch totals match the Deposit Register, investigate discrepancies, and respond to internal and external requests for commission information. The work also includes standard clerical tasks like scanning, filing, and report generation, along with opportunities to train colleagues on commission accounting procedures.
The position suits someone with a high school diploma or equivalent plus either a bachelor's degree or two years of specialized experience—ideally with accounting or insurance background. You'll need solid Excel skills, basic math proficiency, and the ability to manage multiple priorities while working both independently and as part of a team. Strong communication and customer service abilities are essential, as you'll interact across organizational levels to resolve issues and support the broader financial operations of the company.
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Pay for this role
The employer didn't post a pay range for this role. That usually means pay is set in negotiation, which favors whoever arrives with numbers. Check ranges on comparable Commission Accounting Specialist postings in Kansas City, and analyze any offer before you accept it.
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