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Agency Accountant

3 months ago


Raleigh, United States First Security Full time

First Security Company, Inc., is looking for a talented and motivated professional to join our team as an Agency Accounting Associate. This position will be responsible for day-to-day accounting operations for a growing agency. This position will work closely with the other team members including finance, operations, HR, and account management to develop and implement continuous improvement of processes. This role provides a competitive compensation and benefit package, including medical insurance and 401(k) matching. First Security Company has had the privilege of serving the insurance needs of the western NC area since 1919. We are a local, independent agency dedicated to the growth and development of our organization and the success of our clients. Our headquarters is located in the beautiful foothills of North Carolina in Downtown Hickory with additional locations in Boone and Winston-Salem. Key Duties & Responsibilities Perform full accounting functions for agency including

Accounts Payable Payroll Recording Cash Receipts Accounts Receivable Carrier Payables Producer/Broker Payables Direct Bill Recording Month End Reporting

Perform Reconciliations and clean-up of balance sheet general ledger accounts in agency management systems

Compare agency management system balances to NetSuite general ledger balances

Bank Balances and Reconciliations Carrier Payables Accounts Receivable Producer/Broker Payables

Identify and resolve discrepancies

Support internal and partner agency accounting staff

Agency Management Accounting Best Practices NetSuite

Other ad hoc projects as requested by manager Desired Competencies Team-first orientation, demonstrated respect for all individuals, high integrity, and mature character. 3-6 years of successful experience in a similar position. Familiarity and hands-on experience with EPIC agency management system and NetSuite High proficiency with Microsoft Excel, as well as Outlook and Word. Flexibility to work in a largely paperless environment. Bachelors Degree or equivalent work experience. Key Personal Attributes Strong Leadership: A proactive and passionate advocate for the business. Exhibits confidence in self and others; Inspires and motivates others to perform well. Radically Candid – Ability to care deeply and challenge directly; Accepts feedback from others; Gives appropriate recognition to others. Creates a sense of team spirit and helps to create a fun and positive work environment. Treats people with respect, keeps commitments; works with integrity and ethically. Upholds organizational core values. Follows through on commitments. Strong work ethic, detail-driven and a commitment to doing whatever it takes to get the job done.

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