Job Title: Accountant/Bookkeeper – Insurance Industry Focus
New York Metro Area
The Opportunity
Established Insurance Agency seeking a Financial Coordinator – Bookkeeper – Accountant with experience managing the day-to-day financial operations at an established Insurance Agency, This role is critical for ensuring the accuracy of financial records, compliance with industry regulations, and providing essential financial data to support business decisions. We are looking for someone who is detail-oriented and experienced Accountant or Bookkeeper to manage day-to-day financials.
Key Responsibilities
Financial Record Management:
- Record, categorize, and process all financial transactions, including premiums, claims payments, commissions, and operating expenses.
- Maintain the general ledger, journal entries, and subsidiary ledgers with a high degree of accuracy.
- Manage and reconcile bank and general ledger accounts, including various premium and claim trust accounts.
Accounts Payable & Receivable:
- Process and manage accounts payable, ensuring timely vendor payments and expense tracking.
- Process accounts receivable and reconcile premium collections and agency remittances.
Reporting & Compliance:
- Assist in the preparation of monthly, quarterly, and annual financial statements (Balance Sheet, Income Statement, and Cash Flow Statement).
- Prepare and process payroll, ensuring compliance with relevant tax laws (if applicable).
- Assist in preparing for internal and external audits and state regulatory filings (e.g., premium tax reports).
Support & Analysis:
- Provide support for budgeting and forecasting activities.
- Assist with other administrative and clerical duties as required.
Qualifications
- Experience: At least 3 years of experience in accounting or bookkeeping, preferably within the insurance, finance, or a heavily regulated industry.
- Software Proficiency: Strong proficiency in accounting software (e.g., QuickBooks, Sage, or specialized insurance accounting systems) and advanced knowledge of Microsoft Excel.
- Skills: Excellent organizational skills, strong attention to detail, and proven ability to handle confidential information with discretion. Knowledge of specific insurance industry processes (e.g., premium billing, claims processing).
Why Join Our Team? We offer more than just a job; we offer a career. Our benefits include:
- Competitive Salary
- Comprehensive Benefits: Health, Dental, and Vision insurance.
- Retirement: 401(k) plan with company match.
- Work-Life Balance: Generous Paid Time Off (PTO) and paid holidays.
- Professional Growth: Opportunities for professional development and tuition reimbursement for relevant certifications/courses.