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The Satanoff Agency · 22 hours ago

Bookkeeper

Philadelphia, PA

Full-time

Onsite

New Grad, Entry Level

The Satanoff Agency is a locally owned and operated insurance agency in Wayne, Pennsylvania, seeking a Bookkeeper to support day-to-day transactional accounting functions. This role involves managing accounts receivable, accounts payable, and payroll while ensuring accurate financial record-keeping and compliance with established policies.

Auto InsuranceInsuranceLife InsuranceProperty Insurance

Responsibilities

Classify, record, and summarize numerical and financial data to compile and keep financial records using agency management accounting software

Establish and maintain relationships with company and vendor payables departments

Prepare and analyze accounting records, financial statements, and/or other financial reports to assess accuracy, completeness, and conformance to reporting, procedural and regulatory standards

Prepare producer production/compensation reports

Calculate, prepare, and issue bills, invoices, account statements, and other financial statements according to established procedures

Administers and conducts month-end and year-end close and generates reports

Reconciles all cash receipts, bank statements, etc

Enters commission checks, return and additional payments, clients payments, etc

Works with Account Managers/Producers to resolve payment problems and ensure reduced accounts receivables

Manage accounts receivables and payables

Comply with federal, state, and agency policies, procedures and regulations

Execute third party client finance agreements and disburse financed premiums to insurance carriers

Process and issue employee paychecks and statements of earnings and deductions

Sets priorities and manages workflow to ensure efficient, timely, and accurate processing of transactions and other responsibilities

Keeps informed regarding accounting and finance industry information and technology to continuously improve knowledge and stay current. Communicates any new information with management staff

Maintains favorable relationships with carrier and vendor representatives

Open mail for vendor invoices and statements

Interacts with others effectively by utilizing good communications skills; cooperates positively and provides information and guidance, as needed to contribute to the business efforts of the agency

Monitors and maintains team member benefit eligibility timeframes and paperwork

Performs other miscellaneous duties as assigned by agency management

Qualification

Accounting software proficiencyBachelor's Degree in AccountingAnalytical skillsAttention to detailOrganizational skillsCommunication skillsTeamworkProblem-solving skills