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Financial Operations Specialist

2 months ago

Berwyn, Pennsylvania, United States Sovereign Insurance Group Full time
Job Overview

Position Summary: Are you prepared to play a vital role in a dynamic and fast-paced financial environment? Sovereign Insurance Group is on the lookout for a dedicated and detail-oriented Accounting Specialist to enhance our vibrant team. In this position, you will not only handle payment processing but also be integral to our financial operations, ensuring precision and efficiency.

Key Responsibilities:

  • Timely and accurate processing of payment receipts and bank deposits.
  • Support Accounts Payable by scrutinizing invoices and securing necessary approvals prior to payment processing.
  • Reconcile Direct Bill commission statements to guarantee accurate payment reception.
  • Assist clients with inquiries regarding direct bill payments.
  • Facilitate payments to insurance carriers via account current statements.
  • Perform additional tasks as assigned by the Controller to aid the accounting team and ensure timely task completion.

Qualifications:

  • Preferred minimum of 2 years in bookkeeping or as an accounting assistant.
  • Exceptional written and verbal communication skills for effective interaction with team members and external parties.
  • Strong numerical and analytical abilities for accurate financial transaction recording and account reconciliation.
  • Effective problem-solving and time management skills to prioritize tasks and meet deadlines.
  • Highly organized and detail-oriented to maintain precise financial records.
  • Proficient in Microsoft Office applications.

Compensation and Benefits:

  • Annual Salary: $60,000-$67,000.
  • Comprehensive health benefits including vision, dental, life insurance, and short-term disability, with employer-sponsored HSA and family cost-sharing options.
  • 401K plan with employer matching contributions.
  • Paid time off and holidays to promote work-life balance, with PTO increasing based on experience.
  • A casual yet professional office atmosphere with a committed team.
  • An opportunity to engage in a role that is both challenging and rewarding.

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