Account Manager I

Amynta AgencySarasota, FL

About The Position

The Account Manager I is responsible for ensuring the integrity of accounting information by recording, verifying, consolidating, and entering transactions. In addition to this, the Account Manager I I is responsible for the correspondence and coordination with the insurance company management and state regulators. The Account Manager I accounts for general and administrative costs and assists clients and senior management on a range of general accounting functions in the management of a portfolio of captive insurance companies. Specific responsibilities include timely financial statement preparation, maintenance of corporate records, regulatory reporting as well as overall account management.

Requirements

  • Bachelors’ degree required in accounting or equivalent experience.
  • Sound knowledge of GAAP and insurance accounting principles.
  • PC literacy with working knowledge of Microsoft Office products.
  • Ability to meet tight deadlines.
  • Expert mastery of the English language, both written and verbal, and ability to communicate effectively with others, including the ability to provide clear, constructive feedback to team members.
  • Ability to analyze data and present recommendations based on outcomes of analysis.
  • Ability to prepare and effectively present information in one-on-one and group situations to management, customers, clients, and employee.

Nice To Haves

  • Professional accounting qualifications (CPA, CA, ACCA, etc.) or desire to obtain certification in near-future.

Responsibilities

  • Compiles corporate financial data necessary for the timely processing of the monthly and year-end closing of the applicable general ledgers including the preparation and input of monthly standard and special journal entries and maintenance of supporting documentation.
  • Prepares and uploads necessary journal entries into the appropriate accounting system.
  • Assists in the analysis and preparation of financial data.
  • Assists with ad-hoc projects as requested by management.
  • Performs routine/basic accounting responsibilities.
  • Flexibility to work on special projects and meet the demands of clients, including some travel to attendance at board meetings.
  • Works closely with Operations Manager, Accounting and Client under immediate supervision.
  • Reconciles various bank accounts.
  • Interacts with operations and finance and will be exposed to confidential operating results, financial information, operating procedures, forecasts and management decisions.
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