Overview
This role supports accounting and operational finance functions for the organization’s insurance-related activities. Responsibilities include preparing journal entries, assisting with account reconciliations, supporting month-end/quarter-end/year-end close activities, and handling state filing and regulatory review support as needed.
Responsibilities
- Prepare journal entries.
- Assist with preparation of reconciliations.
- Assist with preparation of monthly, quarterly, and year-end closing processes.
- Document policies, procedures, and workflow for assigned areas of responsibility.
- Assist with external and regulatory reviews, audits, and examinations, as needed.
- File with various government bodies, and record insurance and reinsurance transactions as requested.
- Assist with the completion of state filings and forms, including necessary payments to states, if applicable.
- Research and respond to state requests or questions, and maintain relationships with state insurance departments.
- Assist in processing transactions, cash receipts, credit card disputes, and policy cancellations.
- May assist with commission accruals, billings, and payments.
- Perform other duties and responsibilities as assigned.
Compensation & Benefits
Benefits include healthcare and other programs, with some offerings dependent upon the location of work. Potential benefits include:
- Comprehensive full medical, dental, and vision insurance
- Basic Life Insurance at no cost to the employee
- Company paid short-term and long-term disability
- 12 weeks of 100% paid Parental Leave
- Health Savings Account (HSA)
- Flexible Spending Accounts (FSA)
- Retirement savings plan
- Personal Paid Time Off
- Paid holidays and company-wide Wellness Day off
- Paid time off to volunteer at nonprofit organizations
- Pet friendly office environment
- Commuter Benefits
- Group Pet Insurance
- On-the-job training and skills development
- Employee Assistance Program (EAP)
Interview & Text Messaging Notices
- Phone and video interviews or screenings may be recorded and transcribed using interview technology to support the recruitment process.
- If a mobile phone number is provided, job-related communications may be received via text message (message and data rates may apply). Opt out is available at any time by replying “STOP.”