Accounting Clerk

Sovereign Insurance Group; Tredyffrin Township (Chester County); Hybrid; USD 60,000 - 70,000; Full time

Benefits offered by this job

Health insurance

Vision and dental insurance

401(k) with company match

Hybrid work in Berwyn, PA

Job summary

Sovereign Insurance Group is seeking an Accounting Clerk to support financial integrity through daily accounting, reconciliation, and analysis. You will ensure accuracy, resolve discrepancies, and apply accounting principles while maintaining compliance with regulatory requirements.

Responsibilities include recording transactions, bank and premium finance reconciliations, accounts payable, and supporting audits.

Qualifications

• High School Diploma or Equivalent required (experience preferred).
• Experience with accounting or bookkeeping is preferred.

Responsibilities

• Oversee recording and reconciliation of financial transactions, daily deposits, ACHs, bank, and premium financing,
• Handle inquiries on billing and account status and resolve within guidelines
• Maintain financial records and filing systems with ImageRight and Teams
• Manage accounts payable including carrier and operating payables and return premium checks
• Ensure regulatory compliance and manage licensing documentation
• Prepare invoicing and statements; run daily processes
• Assist Controller with internal/external audits by gathering and validating documentation
• Take on additional duties requiring financial analysis and judgment as assigned

Skills

Analytical skills

Problem solving

Independent judgment

Data entry

Effective communication

Attention to detail

Multi-tasking

Teamwork

MS Office

Education

High School Diploma or Equivalent

Tools

ImageRight

Microsoft Teams

Excel

Job description

The Accounting Clerk is responsible supporting the financial integrity of the organization through oversight of daily accounting activities, reconciliation, and analysis. This role will ensures accuracy and compliance in financial transactions and applies accounting principles to resolve discrepancies by performing complex problem-solving skills and exercising discretion on accounting matters.

Responsibilities

• Oversee the recording and reconciliation of financial transactions including but not limited to daily deposits and ACH transactions, along with bank reconciliations, commission reconciliations, preparing premium finance agreements, managing questions from insureds on their direct and agency bill accounts, and follow-up on aged accounts receivable.
• Evaluate and resolve inquiries related to billing and account status, applying discretion in determining appropriate resolutions within company guidelines.
• Maintain oversight of financial records and filing systems including filing within ImageRight and Microsoft Teams ensuring accuracy and compliance with record-keeping standards.
• Manage Accounts Payable including carrier and operating payables, along with return premium checks to insureds.
• Ensures compliance with regulatory requirements, including oversight of licensing and related documentation.
• Manages printing and distributing SIG invoicing and statements and running the daily process.
• Collaborate with the Controller to prepare for internal and external audits by gathering, review, and validating supporting documentation.
• Other duties as assigned by the Controller that require financial analysis, judgment, and recommendations to support the organization.

Required Skills/Abilities

• Strong analytical skills with the ability to interpret and apply accounting principles
• Ability to problem-solve accounting issues
• Ability to identify and resolve accounting discrepancies using independent judgment.
• Ability to quickly grasp new technologies and adapt to using evolving tools
• Ability to accurately and efficiently enter data into computer software and systems accurately and in an organized fashion.
• Basic understanding of accounting principles and procedures.
• Ability to communicate effectively with clients and colleagues.
• Ability to identify and resolve accounting discrepancies.
• Familiarity with insurance industry terminology and practices is a plus.
• Ability to manage multiple tasks and priorities in a fast-paced environment.
• Strong attention to detail and to identify and correct errors in financial data
• Ability to work both independently and as part of a team.
• Proficiency with PC and MS Office (Word and Excel)

Education and Experience

• High School Diploma or Equivalent required.
• Experience with accounting or bookkeeping preferred

Benefits

• Salary: $60,000-$70,000 annually
• Health insurance, vision, dental, life insurance, and more. This includes an employer-sponsored HSA, paid coverage for employees, and cost-sharing for families.
• 401K with employer matching.
• PTO and paid holidays tosupport work-life balance. PTO is based on experience and is expected to increase over time.
• A casual office environment with a dedicated and professional team.
• Hybrid opportunities in Berwyn, PA.

About Sovereign Insurance Group

Since 1959, Sovereign Insurance Group has been a leader in the nonprofit, commercial property and casualty marketplace. A growing company that has expanded from one location in Southeast PA to a multi-state organization, we are poised to continue our expansion.

We believe in approaching our clients, our insurance companies, and our employees with humility and ⁶…