Staff Accountant

Key Responsibilities

• Own fiduciary banking operations across multiple accounts, including reconciliation, reporting, and fund movement.
• Serve as subject-matter resource for premium and claims accounting processes.
• Ensure proper financial setup for policies, renewals, and treaties.
• Maintain accountability for accuracy and integrity of financial data and transactions.
• Record daily financial activity and perform account reconciliations.
• Process premiums, deposits, payments, and disbursements (ACH, EFT, wires).
• Execute claims payment cycles and maintain supporting documentation.
• Prepare journal entries and support general accounting functions (AR/AP).
• Prepare and distribute month-end and carrier reporting packages.
• Reconcile bordereaux and ensure accuracy of financial outputs.
• Monitor discrepancies and resolve financial issues proactively.
• Support audit requests and ensure compliance with financial controls.
• Partner with underwriting teams to resolve financial discrepancies.
• Collaborate with internal and external stakeholders including brokers and carriers.
• Ensure financial data supports downstream reporting and operations.
• Aid in system enhancements and troubleshooting.
• Support business growth by maintaining scalable financial processes.
• Contribute to process documentation and improvements.
• Identify opportunities to streamline accounting and reconciliation processes.
• Enhance efficiency and accuracy through improved workflows.
• Stay current with insurance accounting practices and tools.

Qualifications

• Associate’s or Bachelor’s degree in Accounting or equivalent experience.
• 3–5+ years of insurance or financial services accounting experience.
• Strong analytical, reconciliation, and problem-solving skills.
• Hands-on experience with AR/AP, cash applications, and payments.
• Ability to work independently and manage priorities.

Key Competencies

• Ownership & Accountability
• Data-Driven Decision Making
• Process Improvement
• Collaboration & Communication
• Attention to Detail
• Change Adaptability
• Business Acumen