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.

Position Summary:

The Accounting Analyst will assist the direct bill team with the overall direct bill process involving receiving cash, collecting statements, processing transactions and locating unapplied cash (missing statements and discrepancies).  This role is considered moderately complex and involves a high level of confidentiality.  The candidate will be heavily involved in month end, quarter end, and year end close processes.

Principal Responsibilities:

The items below indicate typical duties performed by the colleague, but specific assignment of duties may vary on a daily basis depending on team priorities and resources.

• Processes and distributes incoming accounting department mail.

• Records cash receipts and cash disbursements directly debited and credited from multiple bank accounts.

• Locates and archives commission statements for cash receipts.

• Manages and processes transactions for cash receipts using agency managements systems and firm agency databases/spreadsheets.

• Identifies discrepancies between received commission statements and agency management systems. Works to correct discrepancies or identify reasons for the discrepancy for forwarding to operations and client experience service colleagues for resolution.

• Assists business segments in resolving direct bill questions.

• Contacts insurance partners when appropriate to locate statements and resolve discrepancies.

• Identifies and documents lessons learned to improve processes.

• Communicates with team leadership and colleagues regarding process issues or assistance needed.

• Other duties as assigned.

Education, Experience, Skills and Abilities Requirements:

The desired colleague possesses the following Knowledge, Skills, and Abilities (KSAs.

• Strong character and alignment with the firm’s core values and culture as outlined in the Azimuth.

• Ability to work in a dynamic, fast-paced environment.

• Ability to operate with minimal supervision in the execution of duties.

• Attention to detail regarding daily duties.

• Willingness to learn new skills and teach others.

• Assertiveness to locate unapplied cash be seeking missing statements, correcting carrier access requirements, and correcting discrepancies.

• Knowledge of basic accounting principles.

• Intermediate to advanced knowledge of Microsoft Excel and Outlook.

• Effective written and verbal communications skills.

• Excellent organizational skills and ability to multi-task emerging priorities.

• Capable of exercising discretion and a high level of confidentiality.

IMPORTANT NOTICE:

This position description is intended to describe the level of work required of the colleague 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 firm. Individual performance plans will be provided related to firm goals. All requirements may be subject to reasonable accommodations to applicants and colleagues who need them for medical or religious reasons. 

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