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Insurance Accounting Associate

Company: Bagatta Associates
Location: Smithtown
Posted on: November 14, 2021

Job Description:

Insurance Accounting Associate (Full Time)Smithtown, NYAbout Patriot: Founded in 2019, Patriot is a growth-focused national insurance services firm that partners with employee benefits and property & casualty agencies across the United States. Patriots collaborative model delivers resources and strategic support to its agencies, whose leaders continue to operate with a high degree of autonomy in their local markets. Patriots unique equity model creates true alignment with its partner agencies, and its operating philosophy fosters enhanced career opportunities for its dedicated and professional team. With over offices in 18 states and more than 800 professionals, Patriot is a top 50 U.S privately held insurance agency that also ranks in the top-20 amongst privately held employee benefit agencies. This position requires the candidate to come into the local office Monday - Wednesday. Remote-work is available on Thursdays and Fridays.About Bagatta AssociatesEstablished in 1975, Bagatta Associates, Inc. is a full-service commercial and personal lines insurance agency. We are a bottom line insurance agency. This operating philosophy gets applied to every aspect of our clients insurance programs. We offer pragmatic, workable, and effective coverage for personal and business insurance needs, while always keeping a scrupulous eye on premium cost.At Bagatta Insurance, its all about the people. Its about working together side by side as we strive to become more than just an insurance agent. Come join our team!OVERVIEW: We are seeking an Accounting Associate with agency experience to join our finance team. The ideal candidate is detail oriented, flexible, reliable and enjoys data-entry and crunching numbers. They should also be highly organized and able to be responsible for multiple tasks and projects. The position will report to the CFO, with a focus on leadership, strong financial and operational controls, timely preparation of financial and management reports, and a high level of operational efficiency.Responsibilities

  • Facilitate month-end and day-close procedures
  • Analyze and reconcile general ledger accounts. Research and resolve discrepancies and ensure that all accounts are reported accurately and timely
  • Review, prepare and maintain standard accounting journal entries
  • Perform the daily transactions of insurance accounting which includes direct billing and reconciliations, vendor payables, company payables and receivables
  • Prepare bank reconciliations
  • Reconcile and post commission payments
  • Process cancellation and reinstatements
  • Oversee and manage budget
  • Support agency accounting activities to ensure consistency within organization
  • Interact with Companys internal and external customers in a professional mannerRequirements
    • Bachelors degree in accounting preferred
    • 2-3 years experience with insurance accounting
    • Preferred experience with Applied TAM Management System
    • Proficient in excel
    • Strong written and oral communication skills
    • Ability to manage multiple projects
    • Strong organizational and analytical skills
    • Willingness to establish and maintain effective working relationships
    • Insurance industry experience is a plus
    • Path to CPA license is a plusWhy Patriot?Patriot offers the opportunity to be a part of a fast-growing company at its inception. We strive to create a flexible and collaborative environment for our employees, and our goal is to provide enhanced career opportunities for our dedicated and professional team.In addition to a competitive salary, we provide a comprehensive health and welfare program to employees, family members and domestic partners. Employees are eligible for benefits coverage the first of the month following 30 days of employment. We offer:
      • Medical, Dental and Vision Benefits
      • Flexible Spending Account (FSA) and Health Savings Account (HSA) and Commuter Transit Programs
      • Company paid Short-Term Disability, Long-Term Disability and Group Term Life
      • Company paid Employee Assistance Program
      • Paid Parental Leave
      • Paid holidays
      • Personalized PTO
      • 401 (k)Patriot Growth Insurance Services is an Equal Opportunity employer and does not permit discrimination based on race, ethnicity, color, sex, sexual orientation, gender identity, religion, national origin, ancestry, age, disability, marital status, source of income, familial status, genetic information or domestic or sexual violence victim status. Apply Now

Keywords: Bagatta Associates, Westport , Insurance Accounting Associate, Accounting, Auditing , Smithtown, Connecticut

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