Staff Accountant-Intern

Overview

This role is for a Staff Accountant Intern position supporting statutory monthly and quarterly close activities. The internship is designed for an accounting student seeking hands-on experience in insurance accounting, including NAIC statutory accounting principles and Annual Statement preparation.

Responsibilities

• Assist with preparation and posting of journal entries during the statutory monthly and quarterly close cycle
• Support preparation of Annual Statement schedules and exhibits (e.g., Schedule D/DA investment schedules, Exhibits of Life Insurance/Benefits)
• Perform account reconciliations as assigned (bank, commission, Securities receivable, Policy), with attention to statutory-specific treatment (admitted vs. nonadmitted assets)
• Track and organize data for premium, benefit, policy loan, and inforce reporting used in statutory filings and reinsurance reporting
• Complete and support documentation of accounting processes under the direction of senior accounting staff
• Maintain supporting workpapers and documentation for financial examinations and external audit requests (PBC lists), including coordination with actuarial and reinsurance data
• Support special projects, including process improvement initiatives, system implementation, and other tasks as required
• Maintain organized, audit-ready files in accordance with department recordkeeping standards
• Complete other duties assigned to support the statutory close calendar and departmental priorities

Requirements

• Currently pursuing a Bachelor’s degree in Accounting (Sophomore standing or above preferred)
• Familiarity with general ledger or ERP systems
• Proficiency in using AI to aid in being more efficient and accurate
• Strong self-starter and quick learner, especially when learning new accounting software
• Strong proficiency in Microsoft Excel (formulas, pivot tables; VLOOKUP/XLOOKUP a plus)
• Strong attention to detail and organizational skills
• Ability to handle confidential financial information with discretion
• Strong written and verbal communication skills
• Ability to work independently and meet deadlines in a close-cycle environment

Preferred Qualifications

• Prior internship or work experience in accounting
• Interest in pursuing CPA licensure or an insurance industry career path

Compensation & Benefits

• Not specified in the provided description.

Location

• 100% remote

Work Environment & Physical Requirements

• Office environment (could be done remotely)
• Requires prolonged periods of sitting at a desk and working on a computer
• Ability to lift 15 pounds at a time

Accommodations

• Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of the position.