Accounting Analyst - Insurance Advisory Solutions

The Baldwin Group • Tampa, FL

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About The Position

The Baldwin Group is an award-winning entrepreneur-led and inspired insurance brokerage firm delivering expertly crafted Commercial Insurance and Risk Management, Private Insurance and Risk Management, Employee Benefits and Benefit Administration, Asset and Income Protection, and Risk Mitigation strategies to clients wherever their passions and businesses take them throughout the U.S. and abroad. The Baldwin Group has award-winning industry expertise, colleagues, competencies, insurers, and most importantly, a highly differentiated culture that our clients consider an invaluable expansion of their business. The Baldwin Group (NASDAQ: BWIN), takes a holistic and tailored approach to insurance and risk management. Job Description Summary The Accounting Analyst provides a moderate level of accounting support and performs a variety of accounting tasks of low complexity with a high level of confidentiality. They perform a variety of work within prescribed standards and procedures. The candidate will be heavily involved in high-volume, fast-paced processing and will operate within established service level agreements while achieving specific metrics.

Requirements

• Eagerness to Learn: A passion for learning our business model and understanding the products we work with is a necessity.
• Communication Skills: with colleagues, management, clients, and others should be clear, concise, knowledgeable, professional and always courteous.
• Organization and Attention to Detail: Excellent organization skills and attention to detail are required.
• Teamwork Skills: Strong teamwork skills with the ability to work cooperatively alongside various colleagues.
• Multi-tasking Ability: Ability to multi-task and actively manage/prioritize workloads in a high-volume environment.
• A Bachelor’s Degree in Accounting or Finance is strongly preferred.

Nice To Haves

• CPA track is a plus, but not required
• Prior experience in accounting or insurance, specifically receivables or payable is a preferred but not required.

Responsibilities

• Adhere to a documented system of accounting policies, controls, procedures, and accounting filing systems.
• Assist in special projects and tasks as needed.
• Prepare and maintain all assigned reports, spreadsheets, and related files.
• Participate in the external financial audit process, as requested.
• Perform basic accounting tasks such as recording cash receipts or processing payments.
• Post, print, and obtain signatures on all checks or ACHs as required.
• Prepare supporting documentation of all journals, receipts, refunds, and payments related to Vendors, Insurance Company Partners, and Advisors.
• Process refunds of premium and correspondence relating to refunds.
• Reconcile carrier statements and identify discrepancies.
• Prepare and process receivables from Clients, Insurance Company Partners, or other parties as assigned.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Number of Employees: 1,001-5,000 employees