Accounting Analyst - Insurance Advisory Solutions

The Baldwin Group is an award-winning entrepreneur-led and inspired insurance brokerage firm delivering expertly crafted Commercial Insurance and Risk Management, Private Insurance and Risk Management, Employee Benefits and Benefit Administration, Asset and Income Protection, and Risk Mitigation strategies to clients wherever their passions and businesses take them throughout the U.S. and abroad. The Baldwin Group has award-winning industry expertise, colleagues, competencies, insurers, and most importantly, a highly differentiated culture that our clients consider an invaluable expansion of their business. The Baldwin Group (NASDAQ: BWIN), takes a holistic and tailored approach to insurance and risk management.

The Accounting Analyst provides a moderate level of accounting support and performs a variety of accounting tasks of low complexity with a high level of confidentiality. They perform a variety of work within prescribed standards and procedures. The candidate will be heavily involved in high-volume, fast-paced processing and will operate within established service level agreements while achieving specific metrics.

Primary Responsibilities:

• Adhere to a documented system of accounting policies, controls, procedures, and accounting filing systems.
• Assist in special projects and tasks as needed.
• Prepare and maintain all assigned reports, spreadsheets, and related files.
• Participate in the external financial audit process, as requested.

Specific Tasks may include:

• Perform basic accounting tasks such as recording cash receipts or processing payments.
• Post, print, and obtain signatures on all checks or ACHs as required.
• Prepare supporting documentation of all journals, receipts, refunds, and payments related to Vendors, Insurance Company Partners, and Advisors.
• Process refunds of premium and correspondence relating to refunds.
• Reconcile carrier statements and identify discrepancies.
• Prepare and process receivables from Clients, Insurance Company Partners, or other parties as assigned.

Knowledge, skills, and abilities:

• Eagerness to Learn: A passion for learning our business model and understanding the products we work with is a necessity.
• Communication Skills: with colleagues, management, clients, and others should be clear, concise, knowledgeable, professional and always courteous.
• Organization and Attention to Detail: Excellent organization skills and attention to detail are required.
• Teamwork Skills: Strong teamwork skills with the ability to work cooperatively alongside various colleagues.
• Multi-tasking Ability: Ability to multi-task and actively manage/prioritize workloads in a high-volume environment.

Education & Experience

• Undergraduate degree in Business, Accounting, Economics, or Finance strongly preferred
• CPA track is a plus, but not required
• Prior experience in accounting or insurance, specifically receivables or payable is a preferred but not required.

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The Baldwin Group will not accept unsolicited resumes from any source other than directly from a candidate who applies on our career site. Any unsolicited resumes sent to The Baldwin Group, including unsolicited resumes sent via any source from an Agency, will not be considered and are not subject to any fees for any placement resulting from the receipt of an unsolicited resume.