About this role
Responsibilities include, but are not limited to:
• Prepare daily, weekly, and monthly financial data and reports
• Perform reconciliations of bank accounts, general ledger accounts, and subsidiary ledgers
• Analyze accounts and investigate discrepancies; recommend and implement corrective actions
• Support the preparation of monthly, quarterly, and annual financial statements
• Perform accounting tasks related to premiums, commissions, taxes (including premium tax and sales/use tax), and abandoned property
• Coordinate and process 1099 reporting
• Assist with annual audits and state examinations, including preparation of supporting documentation
• Support payment processing and banking transactions
• Assist with commission processing, including monthly and annual profit-sharing calculations
• Identify transactions subject to sales and use tax and ensure proper reporting
• Provide support on special projects and process improvement initiatives
• Serve as backup for other accounting functions and assist in training junior staff
Requirements
• 2+ years of experience in accounting, preferably within P&C insurance
• Strong understanding of accounting principles and financial reporting
• Proficiency in Microsoft Office suite, particularly Excel
• Strong attention to detail and accuracy
• Excellent organizational and time management skills; ability to manage multiple deadlines
• Effective verbal and written communication skills
• Ability to identify issues, analyze root causes, and resolve discrepancies
• Collaborative team player with a customer-service mindset
Desired Qualifications and Skills
• Bachelor's degree in Accounting, Finance, or related field
• Familiarity with insurance accounting, statutory reporting, or regulatory filings
• Experience supporting audits and regulatory examinations
• AIAF designation (or progress toward designation) preferred
• Strong analytical and problem-solving skills
• Ability to work independently with minimal supervision
• Continuous improvement mindset with focus on process efficiency
• Public accounting experience a plus but not a requirement