Demo

Accounting Assistant

The Insurance Store
Murrieta, CA Full Time
POSTED ON 1/29/2025
AVAILABLE BEFORE 4/29/2025

Job Description

Job Description

Job Summary :

We are seeking a detail-oriented and organized Accounting Assistant to join our team at a growing commercial insurance agency. In this role, you will assist with the day-to-day accounting functions, including managing financial records, processing transactions, and ensuring compliance with accounting principles. The ideal candidate will have a strong understanding of basic accounting procedures, excellent communication skills, and the ability to work collaboratively in a fast-paced environment.

Key Responsibilities :

  • Assist in maintaining accurate and up-to-date financial records for the agency
  • Process invoices, payments, and receipts in a timely manner
  • Perform bank reconciliations and manage petty cash accounts
  • Assist with the preparation of financial reports, including balance sheets, income statements, and cash flow statements
  • Help prepare month-end and year-end closing reports and ensure all financial information is complete and accurate
  • Support the accounting team in managing accounts payable and accounts receivable functions
  • Track and reconcile insurance premiums, commissions, and other financial transactions related to commercial insurance policies
  • Maintain organized filing systems for financial records, client files, and insurance-related documentation
  • Assist with audits and prepare necessary documentation for internal or external auditors
  • Respond to client inquiries related to billing, payments, and financial matters
  • Work with other departments to ensure accurate and timely processing of financial data

Qualifications :

  • Associates degree in Accounting, Finance, or a related field (preferred)
  • 1-2 years of experience in accounting or finance, ideally in the insurance industry
  • Proficient in Microsoft Office Suite (Excel, Word, etc.) and accounting software (QuickBooks, or similar)
  • Strong attention to detail with excellent organizational and time management skills
  • Ability to work independently and collaboratively within a team
  • Excellent verbal and written communication skills
  • Knowledge of commercial insurance terminology and practices (preferred)
  • Ability to handle sensitive and confidential information with discretion
  • Additional Skills / Attributes :

  • Positive attitude, proactive work ethic, and a willingness to learn
  • Ability to prioritize tasks and meet deadlines in a fast-paced environment
  • Strong problem-solving and analytical skills
  • Benefits :

  • Competitive guaranteed hourly wage
  • Commission incentives for selling
  • 401k with 3% employer matching contribution
  • Employee Healthcare through Cal Choice (employer covers 75% of EE)
  • Paid holidays for salaried positions
  • Competitive PTO package from date of hire
  • Company Health and Wellness plan
  • Standing / sitting work stations
  • 45 year established insurance brokerage with niche markets
  • Paid product training
  • Continuing education
  • Career advancement opportunities
  • And much, much more!
  • This is a Full-Time, permanent position!

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