Job Description
Job Description
These are the fundamental components of the job:
- Process vendor payments in a timely and accurate manner while paying close attention to detail
- Track expenses on spreadsheets for management, partners and principals such as rent, telephone, Keyman / Other, interest, and hard advertising as well as IT expenses
- Maintain effective working relationships with agency personnel and vendors
- Process agency checks including all branches; ensure that the proper sales tax is charged
- Prepares monthly reports and resolve any questions or differences to the general ledger on Keyman / Other, interest, rent, telephone, and parking
- Maintain agency petty cash and follows up on miscellaneous receivables
Other functions of the job:
- Serve as a backup for daily deposit of direct bill business and monthly employee expense reimbursements
- Expand and grow in your role when supporting miscellaneous duties as requested
Skills / traits that we value for this role:
- Associates degree or equivalent experience
- Minimum of 3-5 years in a similar or related position
- General accounting and bookkeeping knowledge
- Ability to learn a systematic approach to accounting and to follow the approach without direction
- MS Word and Excel proficiency are a must! Experience with advanced Excel functions desired.
- Ability to work well independently and on a team
- Incredible attention to detail and organizational skills
- Ability to learn quickly, expand tasks to create meaning, and develop knowledge through experience
- Positive attitude, even in a fast-paced environment
- A passion to make customers and coworkers feel important and valued
- Capability to work quickly and efficiently
- Dependability and ability to exercise confidentiality
- Precise communication skills, even under time constraints
A bit about Lawley!
- We are not a call center environment
- We achieve success by building genuine relationships together, with our teams and clients
- We are a family owned insurance broker (nearly 70 years!)
- We are deeply committed to the communities we serve and love to get involved
- We work hard and play hard!!!
Why Lawley?
- Competitive salary and referral bonuses!
- Expansive Benefits (Medical, Dental, Vision—and SO many more)
- 3 weeks of PTO (prorated based on start date) AND a generous holiday schedule – available 1st day!
- Company 401K contribution received starting Day 1 (for participants 21+ years old)
- Educational support, career development, and growth opportunities
- Job Security (we’ve never had a lay-off, even during the pandemic)
- Flexibility, including hybrid schedules! Business hours 8am-4:30pm
- Comfortable, family-oriented culture, with an emphasis on work life balance
- Unlimited Volunteer Time Off opportunities (so you can assist in serving our communities)
- Fulfilling opportunities that align with your career path and our business needs
The compensation range for this position takes many factors into consideration including but not limited to: years of experience/training, skill set, and licenses/designations. It is not typical for an individual to be hired near the top of the range for a position as circumstances and location can vary in every hiring situation. A reasonable estimate of the current range is $51,498.15 to $85,830.25.