Accountant I - Onsite

Qualifications
Bachelor’s degree in Accounting, Finance, or General Business with a focus in Accounting and experience
1 to 3 years of accounting experience
Licensed driver in compliance with insurance agency’s requirement regarding motor vehicle record
Must be able to work independently and be self-motivated to meet deadlines
Must be detail oriented and organized
Have a strong respect for confidentiality
Effective written and verbal communication skills with the ability to relay information clearly and concisely
Must be skilled at problem solving including the ability to identify and resolve challenges in a timely manner
Must be able to prioritize tasks
Must be proficient in Windows Office Suite, specifically Excel and Word
Must have an eagerness to learn
Must be adaptable and open to opportunities and or change
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions
Benefits
Our generous benefit package includes (but is not limited to) Paid Time Off, Health Insurance, Life Insurance, Long Term Disability, Employee Assistance Program, and two retirement plans
Our benefits package, appreciation events, and fun work environment go above industry standard
Responsibilities
Accountant I Primary Responsibility Work with the Financial Accounting Team to provide timely and accurate financial reporting, by creating and maintaining accurate vendors payable records, administering cost structure as applicable to each company, reviewing, and applying workflows to prepare, reconcile, and pay carriers
In addition, the role will include preparation of analytical evaluation projects for one or more of the following: the Holding Company, Heartland Security Insurance Group, Inc., one of its subsidiaries, or for other entities managed by the department
Utilize knowledge of IRS Tax treatment and company policy when analyzing expenses and coding Vendor or Carrier related items prior to posting
Prepare and post standard journal entries on a monthly basis, based upon cost structure for each company as assigned
Review all invoices for appropriate documentation and approval prior to payment
Post, print, and obtain signatures on all checks or ACHs as required
Maintain accurate image records of all journals, receipts, refunds, and payments related to Vendors, Carriers, and Brokers
Actively pursue resolutions for Vendor-Carrier invoice discrepancies, while keeping the financial accounting department and or Controller of entity updated on the status
Maintain a complete working knowledge of all Vendor-Carrier-Broker contract terms and conditions
Prepare and maintain all assigned Vendors’ and Carriers’ payable reports, spreadsheets, and related files
Maintain Capital Asset records including but not limited to assets, accumulated depreciation, and sale of assets
Reconcile general ledger accounts on a monthly, quarterly, and annual basis or as assigned
Process cash receipts and refunds as required
Prepare and process receivables from clients, insurance companies, finance companies, brokers, or other parties as assigned
Produce analysis reports for Controllers, CFO, and other executives as requested
Provide customer service to all staff of assigned companies
Includes but is not limited to information regarding profit center accounting, department charges, Carrier Status, and other financial related items
Communication with co-workers, executive management, clients, and others should be clear, concise, knowledgeable, professional and always courteous
Conform with and abide by all regulations, policies, procedures, and instructions
Assist or perform any other tasks assigned as needed
Job description
About Us

At Heartland, we are focused on results, not corporate politics. We foster a harmonious work environment where associates feel like family. We strive to be the employer of choice, and believe all of our associates should have fun at work! We are hardworking – but not at the expense of our families. At Heartland, you will find an entrepreneurial environment where we take the time to educate, coach and lead employees into further opportunities within our company. We want all of our associates to enjoy a good work-life balance and are welcomed in our environment. We strive to show our employees that they are more than just a number and viewed as an integral part of our organization.

Heartland recognizes the importance of a quality benefits package, not only to our associates, but to their families. That’s the Heartland way. Our generous benefit package includes (but is not limited to) Paid Time Off, Health Insurance, Life Insurance, Long Term Disability, Employee Assistance Program, and two retirement plans.

At Heartland, we go out of our way to make our associates feel at home and celebrate their achievements and contributions to the company. Our environment consists of several appreciation events throughout the year and we encourage every employee, near & far, to join us with their families to enjoy good food, fun and comradery. Our benefits package, appreciation events, and fun work environment go above industry standard. We want our employees to feel like family – so we treat them like family.

Accountant I Primary Responsibility Work with the Financial Accounting Team to provide timely and accurate financial reporting, by creating and maintaining accurate vendors payable records, administering cost structure as applicable to each company, reviewing, and applying workflows to prepare, reconcile, and pay carriers. In addition, the role will include preparation of analytical evaluation projects for one or more of the following: the Holding Company, Heartland Security Insurance Group, Inc., one of its subsidiaries, or for other entities managed by the department. Essential Functions & Responsibilities
• Utilize knowledge of IRS Tax treatment and company policy when analyzing expenses and coding Vendor or Carrier related items prior to posting.
• Prepare and post standard journal entries on a monthly basis, based upon cost structure for each company as assigned.
• Review all invoices for appropriate documentation and approval prior to payment.
• Post, print, and obtain signatures on all checks or ACHs as required.
• Maintain accurate image records of all journals, receipts, refunds, and payments related to Vendors, Carriers, and Brokers.
• Actively pursue resolutions for Vendor-Carrier invoice discrepancies, while keeping the financial accounting department and or Controller of entity updated on the status.
• Maintain a complete working knowledge of all Vendor-Carrier-Broker contract terms and conditions.
• Prepare and maintain all assigned Vendors’ and Carriers’ payable reports, spreadsheets, and related files.
• Maintain Capital Asset records including but not limited to assets, accumulated depreciation, and sale of assets.
• Reconcile general ledger accounts on a monthly, quarterly, and annual basis or as assigned.
• Process cash receipts and refunds as required.
• Prepare and process receivables from clients, insurance companies, finance companies, brokers, or other parties as assigned.
• Produce analysis reports for Controllers, CFO, and other executives as requested.
• Provide customer service to all staff of assigned companies. Includes but is not limited to information regarding profit center accounting, department charges, Carrier Status, and other financial related items.
• Communication with co-workers, executive management, clients, and others should be clear, concise, knowledgeable, professional and always courteous.
• Conform with and abide by all regulations, policies, procedures, and instructions.
• Assist or perform any other tasks assigned as needed.

Required Qualifications
• Bachelor’s degree in Accounting, Finance, or General Business with a focus in Accounting and experience.
• 1 to 3 years of accounting experience.

Preferred Qualifications
• Experience in agency accounting.

Knowledge, Skills & Abilities
• Licensed driver in compliance with insurance agency’s requirement regarding motor vehicle record.
• Must be able to work independently and be self-motivated to meet deadlines.
• Must be detail oriented and organized.
• Have a strong respect for confidentiality.
• Effective written and verbal communication skills with the ability to relay information clearly and concisely.
• Must be skilled at problem solving including the ability to identify and resolve challenges in a timely manner.
• Must be able to prioritize tasks.
• Must be proficient in Windows Office Suite, specifically Excel and Word.
• Must have an eagerness to learn.
• Must be adaptable and open to opportunities and or change.

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

United States
Texas
Tyler Show on map Get directions