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Staff Accountant

Role overview

Qualifications

  • A four-year degree in accounting or related field
  • At least three years’ prior applicable work experience
  • Working knowledge of US Generally Accepted Accounting Principles (GAAP)
  • Medicare commission, health, or insurance accounting experience a plus

Responsibilities

  • Prepares commission statement reconciliations in excel to create payroll files and journal entries
  • Prepares commission true up calculations and journal entries as needed, correcting accrual entries for advisor commissions
  • Processes work with a sense of urgency and high-level attention to detail
  • Reviews work product for accuracy and opportunities to improve processes

Key facts

Other skills

  • Microsoft Excel
  • Communication
  • Teamwork
  • Organizational Skills
  • Detail Oriented

About the company

The Baldwin Group logo

The Baldwin Group

Insurance Brokerage & Agencies

BRP is now The Baldwin Group! We’ve updated our name to reflect our unified group of talented teams across the country. The Baldwin Group is a cohesive group of experts in business insurance, employee benefits, retirement planning, and all areas of private and personal insurance. Since our founding in 2011, we’ve evolved from a local business into a national firm with a vast network of specializations and industry practices for the benefit of our more than two million clients across the country. In addition, we have built excellent relationships with a wide range of insurance company partners. These relationships, coupled with our entrepreneurial and family-oriented culture, and deep expertise enable us to seamlessly deliver a breadth of innovative solutions to clients. At The Baldwin Group, we help provide the solutions our clients need to have confidence and gain peace of mind as they pursue what’s possible for themselves, their families, and their businesses. Whether they are renting their first apartment or buying a larger home, opening a small business or taking their company public, we offer solutions to support them on every step of their journey. This has been our story since the beginning—we provide the indispensable expertise and quality insights that give our clients peace of mind to pursue their purpose, passion, and dreams. And that’s what The Baldwin Group will continue to do for years to come: we protect the possible.

Company details

IndustryInsurance Brokerage & Agencies
Company size1001 - 5000

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Job description

The Staff Accountant provides a high degree of accounting support and performs a variety of accounting tasks of moderate complexity and a high level of confidentiality. They perform a variety of work utilizing judgment within prescribed standards (US GAAP) and procedures. The candidate will be heavily involved in month end, quarter end, and year end close processes.

PRIMARY RESPONSIBILITIES:

  • Prepares commission statement reconciliations in excel to create payroll files and journal entries.
  • Prepares commission true up calculations and journal entries as needed. correcting accrual entries for advisor commissions.
  • Processes work with a sense of urgency and high-level attention to detail. Reviews work product for accuracy and opportunities to improve processes.
  • Provides a high level of customer service for inquiries brought the team from regional growth leads, contracting, and external agents.
  • Follows established protocols for processing balanced with analysis for future change.
  • Works well in a small team environment; comfortable with backing up others and making sure their own responsibilities are documented and repeatable.

  • Maintains a documented system of accounting policies and procedures specific to role.

  • Looks for opportunities to improve the organization, business segments, and processes.
  • Brings issues and discrepancies to appropriate leader, while identifying potential solutions.


KNOWLEDGE, SKILLS & ABILITIES:

  • Excellent computer skills in database management (advanced Excel required) and record keeping.
  • Strong initiative and independence balanced with team support as needed.
  • Effective written and verbal communication skills.
  • Must possess excellent organizational skills.
  • Ability to work with and commit to accounting deadlines and schedules.
  • Exhibits professional skepticism. 


EDUCATION & EXPERIENCE:

  • A four-year degree in accounting or related field with at least three years’ prior applicable work experience.
  • Medicare commission, health, or insurance accounting experience a plus
  • Working knowledge of US Generally Accepted Accounting Principles (GAAP).
    Must demonstrate the organization’s core values, exuding behavior aligned with the firm’s culture.

     

IMPORTANT NOTICE:
This position description is intended to describe the level of work required of the person performing in the role and is not a contract. The essential responsibilities are outlined; other duties may be assigned as needs arise or as required to support the organization. All requirements may be subject to reasonable accommodation to applicants and colleagues who need them for medical or religious reasons.

Click here for some insight into our culture!

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.

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MR

Marcus Rivera

Chief Revenue Officer

m.rivera@company.com
linkedin.com/in/marcusrivera
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