Job Description

Description:

The Satanoff Agency is a locally owned and operated insurance agency in Wayne, Pennsylvania. We are seeking an Accountant that will be responsible for supporting the day-to-day transactional accounting functions, including accounts receivable (AR), accounts payable (AP), and payroll. This role requires strong organizational skills, attention to detail, and the ability to work effectively within a team. The Accountant will report directly to the Controller. While we foster a team-oriented culture, our agency thrives on the creativity and individual strengths of each employee.

Mission of the Accountant

To serve the agency by accurately recording the agency’s financial transactions in accordance with established policies and procedures. In addition, this role helps guide and lead the agency's growth by paying vendors on time as well as managing expenses.

Job Overview/Responsibilities:

• Classify, record, and summarize numerical and financial data to compile and keep financial records using agency management accounting software.
• Establish and maintain relationships with company and vendor payables departments.
• Prepare and analyze accounting records, financial statements, and/or other financial reports to assess accuracy, completeness, and conformance to reporting, procedural and regulatory standards.
• Prepare producer production/compensation reports.
• Calculate, prepare, and issue bills, invoices, account statements, and other financial statements according to established procedures.
• Administers and conducts month-end and year-end close and generates reports.
• Reconciles all cash receipts, bank statements, etc.
• Enters commission checks, return and additional payments, clients payments, etc.
• Works with Account Managers/Producers to resolve payment problems and ensure reduced accounts receivables.
• Manage accounts receivables and payables.
• Work with agency appointed CPA firm to address ongoing concerns and prepare year end statements and tax returns.
• Comply with federal, state, and agency policies, procedures and regulations.
• Execute third party client finance agreements and disburse financed premiums to insurance carriers.
• Process and issue employee paychecks and statements of earnings and deductions.
• Sets priorities and manages workflow to ensure efficient, timely, and accurate processing of transactions and other responsibilities.
• Keeps informed regarding accounting and finance industry information and technology to continuously improve knowledge and stay current. Communicates any new information with management staff.
• Maintains favorable relationships with carrier and vendor representatives.
• Open mail for vendor invoices and statements
• Interacts with others effectively by utilizing good communications skills; cooperates positively and provides information and guidance, as needed to contribute to the business efforts of the agency.
• Monitors and maintains team member benefit eligibility timeframes and paperwork
• Performs other miscellaneous duties as assigned by agency management.

Requirements:

• Bachelor's Degree in Accounting or related field
• Previous experience in accounting (preferred)
• Strong analytical and problem-solving skills
• Proficiency in accounting software and Microsoft Office Suite
• Excellent attention to detail and organizational skills
• Ability to work independently and as part of a team
• Strong communication
• Ability to commute

Critical Competencies

• Efficiency - Able to produce significant output with minimal wasted effort.
• Honesty/Integrity - Does not cut corners unethically. Earns trust and maintains confidences. Does what is right, not just what is easy.
• Organized & Planning - Plans, organizes and schedules in a productive manner. Focuses on key priorities.
• Follow-Through - Lives up to verbal and written agreements, regardless of personal costs.
• Persistence - Demonstrates tenacity and willingness to go the distance to get something done.
• Proactivity - Acts without being told what to do. Brings new ideas to the company.
• Flexibility/Adaptability - Adjusts quickly to changing priorities and conditions. Copes effectively with complexity and change.
• Calm Under Pressure - Maintains stable performance when under heavy pressure or stress.
• Enthusiasm - Exhibits passion and excitement over work. Has a can-do attitude.
• Work Ethic - Possesses a strong willingness to work hard and sometimes long hours to get the job done. Has a track record of working hard.
• Listening Skills - Lets others speak and seeks to understand their viewpoints.
• Communication - Speaks and writes clearly and articulately without being overly verbose or talkative. Maintains this standard in all forms of written communication, including emails.
• Teamwork - Reaches out to peers and cooperates with supervisors to establish an overall collaborative working relationship.
• Persuasion - Able to convince others to pursue a course of action.

Benefits include:

• Top-tier benefits: Medical, Dental and Vision
• 401k with company match
• Paid time off
• Paid holidays
• Employee referral bonuses

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