Financial Records Specialist

1 week ago


Estero, Florida, United States State Insurance USA LLC Full time
Job Overview

Become a Key Contributor

State Insurance USA LLC is expanding its workforce and is in search of a dedicated Accounting Clerk/Record Keeper. We are looking for an individual with a meticulous approach to ensure precision in financial documentation. Your diverse technical and organizational abilities will be essential in managing extensive data efficiently. Strong typing, mathematical proficiency, and a solid understanding of financial principles are vital for this role.

We value professionalism and a positive attitude, and we invite you to explore this opportunity.


Compensation and Benefits

Competitive Annual Salary Based on Experience

Comprehensive Health Coverage

Dental and Vision Insurance

Disability Coverage

Standard Monday to Friday Work Schedule


Key Responsibilities
  • Technical Proficiency: Familiarity with bookkeeping software and spreadsheet applications is essential.
  • Attention to Detail: Responsible for creating precise financial records and reports. You must be vigilant to prevent and identify discrepancies.
  • Confidentiality: Handle financial documents with care, ensuring that sensitive information is safeguarded and used appropriately. Maintaining transparent records is crucial to prevent misuse of funds.
  • Numerical Aptitude: Daily engagement with numerical data requires comfort with various mathematical functions.

Qualifications
  • Minimum of 1 year of relevant accounting experience.
  • Willingness to pursue a 4-40 Florida Property & Casualty License.
  • Proficient in computer skills, particularly with Microsoft Office Suite and Agency Management software.
  • A collaborative team member with a constructive attitude and professional conduct.
  • Ability to manage workflow effectively and multitask as necessary.


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