Benefits:

life insurance

Simple IRA 3% match

Health insurance

Paid time off

Benefits/Perks

Competitive Compensation

Paid Time Off

Health Insurance

Simple IRA

Life and Disability insurance

Job Summary

We are seeking a talented Financial Administrator to join our team. We are in Smithfield, Rhode Island right off Route 295. We are a family-run Insurance agency that has been in business for 70 years. The job position is Monday - Friday (9:00 am to 5 pm) with an excellent benefits package and competitive salary. The ideal candidate is detail-oriented, highly organized, and has a strong understanding of best practices in accounting.

Responsibilities:

Recording all financial transactions, including purchases, commissions, receipts, and payments in our Agency Management System.

Manage accounts payable and receivables.

Process weekly payroll and paying simple IRA for employees.

Keep track of vacation and sick time.

Generate invoices to send to insureds and obtain financial agreements for insureds when needed.

Keep track of pending cancellations and notify insureds.

Process refunds for customers if owed return premium.

Produce financial reports and lists using agency management system

Maintain and file documents to ensure compliance with tax regulations, putting reports etc. together for accountant for filing tax returns

Maintaining and renewing state licenses, completing information for companies.

Maintaining and ordering office supplies

Skills and qualifications include:

Data entry skills - we use AMS 360.

Customer Service Orientation

High degree of accuracy and attention to detail

Qualifications

Previous experience as an accountant, bookkeeper, or similar position

Good with spreadsheets, experienced in Microsoft Excel, QuickBooks, and basic accounting systems

Strong mathematical and analytical skills

Excellent attention to detail, time management, and communication skills

AMS 360 or other management system experience is a plus but not required