What are the responsibilities and job description for the Staff Accountant position at Smith Brothers Insurance, LLC.?
Description
As Smith Brothers continues to grow, we are looking to expand our Finance & Accounting team to include a Staff Accountant. Our ideal candidate will be able to handle conventional accounting tasks while providing internal and external clients with the highest level of service possible. This individual will ensure department goals are met by following company policies and procedures and will participate in projects, training, and other duties as assigned.
Smith Brothers Insurance has been in business for over 50 years, as an independently operated, Top 100 National Broker, focused on our purpose of Helping Others. We are multi-disciplined with expertise in Commercial Lines, Personal Lines, Employee Benefits, Surety, Group Retirement Plans including 401(k) and 403(b) Plans, Risk Management, and Financial Services.
You’ll bring a deep desire to leverage your skills to help us continue to grow and make others around you better. If you want to be part of a collaborative process with team members who look out for each other and are focused on growth and sustainability, this is an opportunity for us to talk.
Primary Job Responsibilities
We are a team of professionals who seek to consistently deliver our Be Sure brand promise, contribute to our organization being a great place to work, and work together to be a sustainably relevant company. When you work with Smith Brothers you can be sure our core values, collaborative culture, and expertise will reinforce your decision to partner with us. Our standard of excellence is the internal foundation for treating everyone based on our core values of trust, respect, creativity, and fun – leading to individual fulfillment through group achievement.
Smith Brothers Insurance LLC offers competitive salaries and comprehensive benefits and programs including Health, Dental, Vision, Short and Long-term Disability, Life, Long Term Care and 401K with employer match, employee assistance program, licensing and continuing education reimbursement, travel and expense allowance, internal & external meetings, and learning and development opportunities. For more information about our company please visit us at: www.smithbrothersusa.com.
This description is only a summary of the typical functions of the job, not an exhaustive or comprehensive list of all possible responsibilities, tasks, and duties
EOE Statement We are an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status or any other characteristic protected by law.
As Smith Brothers continues to grow, we are looking to expand our Finance & Accounting team to include a Staff Accountant. Our ideal candidate will be able to handle conventional accounting tasks while providing internal and external clients with the highest level of service possible. This individual will ensure department goals are met by following company policies and procedures and will participate in projects, training, and other duties as assigned.
Smith Brothers Insurance has been in business for over 50 years, as an independently operated, Top 100 National Broker, focused on our purpose of Helping Others. We are multi-disciplined with expertise in Commercial Lines, Personal Lines, Employee Benefits, Surety, Group Retirement Plans including 401(k) and 403(b) Plans, Risk Management, and Financial Services.
You’ll bring a deep desire to leverage your skills to help us continue to grow and make others around you better. If you want to be part of a collaborative process with team members who look out for each other and are focused on growth and sustainability, this is an opportunity for us to talk.
Primary Job Responsibilities
- Reviews and marks-up carrier statements for processing.
- Coding and reviewing invoices for appropriate documentation and approval prior to processing.
- Entering financial data and transactions into the ledger including disbursements, receipts, and journal entries.
- Identify, investigate, and resolve discrepancies in financial data between internal records and external statements.
- Analyze and reconcile bank statements and general ledgers to ensure accuracy of financial records.
- Assisting with month-end closing and providing monthly reporting.
- Provide back-up support to one or more of the Finance & Accounting department personnel.
- Other ad-hoc tasks as assigned.
- Reviews, updates, and develops departmental processes and procedures.
- Make recommendations on how to improve workflows and procedures to aid efficiency.
- Ensure compliance with all processes and maintain confidentiality at all times.
- Participate in internal learning and development sessions.
- Stay relevant in role and updated on industry trends and best practices of team member engagement.
- Maintain confidentiality of client and company information and adhere to all personal and financial data privacy protocols.
- Ultimately, our ideal candidate will believe in Smith Brothers’ purpose, values, and standards, and be willing to work collaboratively with their teammates to drive value to all our stakeholders.
- Ability to make simple decisions independently by doing research of problems and make suggestions to provide an outstanding client experience and support our team goals.
- Effective listening and communication skills to uncover needs, troubleshoot, and handle conflicts.
- Strong verbal, written, and presentation skills for effective and comfortable communication with stakeholders at all levels.
- Ability to work successfully and professionally with stakeholders at all levels.
- Strong organizational skills and attention to detail.
- Ability to learn and utilize agency management system and other technology essential for job functions including Microsoft Office products.
- Ability to work collaboratively and effectively with team to build trust and enhance team productivity and performance.
- Desire and ability to work independently and collaboratively in a fast-paced and growing organization.
- Ability to adjust to shifting priorities, be flexible, and welcome change.
- Flexibility to take on additional responsibilities and projects as needed.
- Strong work ethic and demonstrated resilience and grit to overcome hurdles.
- Highly self-motivated, strong work ethic, demonstrated resilience, and grit to overcome hurdles.
- Team player who consistently defaults to good.
- Minimum of two years’ experience in an office environment; Insurance Agency and/or accounting experience are preferred.
- Experience working in a team environment and establishing positive working relationships.
- High School education or GED required.
- Proficiency using Microsoft Office products (Outlook, Excel, and Word).
- Fast paced office environment.
- Ability to view computer monitors for extended periods of time.
- Flexible Work Environment.
We are a team of professionals who seek to consistently deliver our Be Sure brand promise, contribute to our organization being a great place to work, and work together to be a sustainably relevant company. When you work with Smith Brothers you can be sure our core values, collaborative culture, and expertise will reinforce your decision to partner with us. Our standard of excellence is the internal foundation for treating everyone based on our core values of trust, respect, creativity, and fun – leading to individual fulfillment through group achievement.
Smith Brothers Insurance LLC offers competitive salaries and comprehensive benefits and programs including Health, Dental, Vision, Short and Long-term Disability, Life, Long Term Care and 401K with employer match, employee assistance program, licensing and continuing education reimbursement, travel and expense allowance, internal & external meetings, and learning and development opportunities. For more information about our company please visit us at: www.smithbrothersusa.com.
This description is only a summary of the typical functions of the job, not an exhaustive or comprehensive list of all possible responsibilities, tasks, and duties
EOE Statement We are an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status or any other characteristic protected by law.
