Staff Accountant - Obie Insurance

The Baldwin Group • Rocky Mount, NC

1d • Hybrid

About The Position

At Obie, we don’t just insure properties — we ensure progress. With advanced technology, real-time data, and a vast network of agents and partners, we help real estate investors and landlords get insurance coverage whenever and wherever they need it. Thousands of owners nationwide trust us to be the insurance experts, so they don’t have to be. Joining our team means embracing a fast-moving environment driven by innovation, collaboration, and constant progress. We learn quickly, iterate often, and celebrate wins together. If you're passionate about driving change and eager to impact the real estate and insurance market, Obie is the place for you. Our Chicago based employees are hybrid, and expected to be in office on Tuesdays and Thursdays. Brief Summary of Role The Staff Accountant is responsible for targeted activities within the accounting function, including: ensuring timely review/allocation of client payments, carrier reporting and payments, maintaining accurate/updated records, control documentation and reconciliation preparation. The individual in this role will be responsible for the complete and accurate recording of carrier transactions and will contribute to project and department specific milestones and goals. This position will report to the Accounting Manager.

Requirements

• Degree in Accounting/Finance, or related degree or relevant work experience
• 1+ years of relevant work experience
• Excellent verbal and written communication skills
• Maintain a high level of integrity, confidentiality and professional skepticism
• Experience and skilled at working in a collaborative and fast-moving environment

Nice To Haves

• Insurance experience
• Public Accounting experience
• Experience working in Sage Intacct
• CPA

Responsibilities

• Monitor and reconcile client and carrier accounts to ensure receivables and payables are current and communicate with service team and management as necessary
• Reconcile payment remittances to the billing system of record
• Research and resolve inquiries concerning account status, invoice payments, and refund status
• Responsible for the preparation of Bank, AR, and AP reconciliations
• Responsible for monthly, quarterly, and annual financial statements in accordance with US GAAP
• Assist in the maintenance of a system of internal controls with detailed and targeted documentation of monthly, quarterly, and annual processes
• Provides accounting support to operations

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level