Insurance Agency Bookkeeper - REMOTE
Islip, NY jobs
Put your Insurance Experience to work - FROM HOME!
At WAHVE, we value significant insurance experience and want to revolutionize the way people think about
phasing into
retirement
by offering qualified candidates the opportunity to continue their career working from home. As we say -
retire from the office but not from work
. Our unique platform provides you with
real
work/life balance and allows you to customize your own work schedule while continuing to utilize your insurance expertise in
a remote, long-term position which includes company benefits!
WHAT YOU'LL LOVE ABOUT WAHVE
We created a welcoming place to work with friendly and professional leadership. We are known for the great care we take with our staff and our clients. We are passionate and determined about delivering the best customer service, preserving insurance industry knowledge, and making a difference by the work that we do.
WHAT WE ARE SEEKING
We have assignments available to help our
retail broker or wholesale broker or MGA
clients in Insurance Agency Bookkeeping positions. Responsibilities include:
Responsible for the General Ledger including Accounts Payable, Accounts Receivable, and Commission Payable.
Prepare monthly management and producer commission payable reports.
Prepare reconciliation of carrier commission statements. Resolve accounting discrepancies with insurance carriers and/or producers.
Prepare monthly and annual financial statements.
Responsible for maintaining the budget using both Excel & Agency Management system.
Experience using Epic, AMS360 and Sagitta agency management system is
preferred
. Current HIGH DEMAND for EPIC experience.
TO BECOME A WORK-AT-HOME VINTAGE EXPERT, WE REQUIRE
25 years of full-time work experience
10 most current years of premium accounting experience
BENEFITS OF BECOMING A WAHVE VINTAGE EXPERT
Health insurance based on eligibility.
401(k) with a 4% match.
Retire from the office but not from work.
Eliminate the office stress and the commute.
Choose the work you would like to do now.
Customize your schedule - full or part time.
Utilize your years of insurance industry knowledge.
Be part of our
dynamic yet virtual
team environment and connect with other experienced insurance professionals like yourself!
HOW TO GET STARTED
Click
APPLY NOW
to complete our simple preliminary profile. Be sure to include your preferred contact information as one of our Qualification Specialists will connect with you promptly.
WE LOOK FORWARD TO MEETING YOU!
Accounts Receivable/Billing Specialist -Remote
Smithtown, NY jobs
Accounts Receivable/Billing Specialist - Insurance Brokerage (Fully Remote)
About the Role: Our client, a leading retail insurance brokerage, is seeking an experienced Accounts Receivable/Billing Specialist to join their accounting team. This role requires strong attention to detail and experience with EPIC. You will handle the receivables and will also help with some segregation of duties, determined by the Controller.
Key Responsibilities:
Invoice all premiums, endorsements, audits, and cancellation premiums via account manager activities.
Post daily cash receipts via bank deposits, third party payment batches, and financed funds.
Maintain accounts receivable report, research payment discrepancies promptly.
Create activities to generate return premium refunds to the client or finance company when applicable.
Other accounting tasks as assigned.
Qualifications & Skills:
Insurance background and EPIC experience a must.
Experience in billing and accounts receivable.
Basic understanding of accounting principles.
Strong communication skills.
Ability to problem-solve and work independently.
Attention to detail and accuracy.
Ability to work within deadlines.
Salary/Benefits:
Commensurate with experience
Benefits + PTO
If you have the Accounts Receivable/Billing expertise and insurance industry knowledge to excel in this role, we encourage you to apply today!
#LI-ET1
Associate Accountant - 1113
Binghamton, NY jobs
As an Associate Accountant, you will post journal entries, update financial statements, prepare monthly financial reports for subsidiaries, and completes variance reconciliations. This position is also responsible for updating financial records via accounting software and support to Accountants.
This is a hybrid eligible position with remote work consideration. This position may require planned visits to a Company office.
Description of Duties & Responsibilities:
Assist with the preparation of various tax forms, including sales tax returns, premium and municipal tax returns, and state tax forms for parent, subsidiaries and non-profit.
Assist with preparation of financial statement exhibits for budgeting, forecasting, planning, and statutory reporting.
Create general ledger entries and reconcile various general ledger accounts. Prepare bank reconciliations and assist in daily banking transactions.
Post invoices and other transactions in subsidiary accounting software using information from the revenue system to ensure that records are posted timely and accurately.
Assist team in researching accounting variances and working with various departments to correct accounting entries. Assist accountant in developing supporting documentation for external sources as needed.
Input new assets into fixed asset software, record asset amortization and depreciation and reconcile balances to the general ledger.
Special projects as needed or assigned.
Required Skills & Experience:
Minimum of 1 year of experience in Accounting is required. Internship experience may be considered.
Knowledge of GAAP accounting is required.
Experience in insurance accounting preferred.
Experience in public accounting preferred.
Experience with accounting software (especially Quickbooks) is preferred.
Advanced proficiency with Microsoft Excel.
Intermediate proficiency with Microsoft Word.
Excellent verbal and written communications skills.
Strong analytical problem-solving skills.
Ability to pay close attention to detail.
Ability to prioritize and organize a heavy workload.
Ability to perform work accurately and thoroughly.
Education Required: Bachelor's Degree in Accounting is required.
Pay Range: $24.32 to $31.29 hourly
The starting pay rate for this role is based on a variety of relevant factors, including location, education, experience, and skills.
Visa sponsorship is not available for this position
Relocation assistance is not available for this position
Security Mutual is an Equal Opportunity Employer
About SML:
Security Mutual Life is a leading provider of life insurance, accumulation products and retirement-, business- and estate-planning services for individuals, families and businesses. Our innovative products help our clients meet their financial protection needs. Headquartered in Binghamton, New York, the Company was founded in 1886 and is recognized for its longstanding history of financial strength and stability.
We continually invest in technology. Our agents and employees are equipped with the latest tools and deliver outstanding service to our hundreds of thousands of policyholders throughout the United States.
We are committed to our neighbors and communities. Security Mutual and its employees help support a wide variety of community and charitable initiatives and organizations through our donations and service.
At Security Mutual our employees are among the Company's most valued assets. We offer competitive salary and benefits and our work environment reflects the Company's core values of trust, respect and integrity.
Federal & State Labor Law Posters:
************************************************** JhbGciOiJIUzUxMiIsInR5cCI6IkpXVCJ9.ey JhY2NvdW50SWQiOiIyMDAwMjYzNzYiLCJjb250YWN0SWQiOiI2MDM0NTEwNzIiLCJpc3MiOiJub2Rlc2VydmVyIiwiaWF0IjoxNzE1NDMyMTM5fQ.09BHHqmECDyCm2cPe4kbg0WeG4HF2f6wzgPRgLQCdBwQLnjnXaqiqkvwX3JuL6XCFf4B_J5XOnTkN0I3titsQA?map View
Auto-ApplySenior Associate - Derivative Accounting & Reporting
New York, NY jobs
This position is hybrid - Tuesday - Thursday in the New York Office and Monday and Friday work from home. Senior Associate - Derivative Accounting & Reporting performs a variety of duties including accounting and reporting of the Derivatives for NYL ,NYLIAC and LINA General & Separate Accounts on a Statutory and management basis as well as NYLE on a GAAP basis. Familiarity with derivatives will be beneficial in the preparation and review of certain entries as well as the analytics that is performed in the area.
What You'll Do:
1. Provide monthly accounting and reporting of the derivative portfolio for the general account, separate account and NYLE in accordance with SSAP 86, ASC 815 and the Investment Accounting Policy.
2. Prepare and review investment committee schedules on a quarterly basis within tight deadlines.
3 Quarterly reporting deliverables including regulatory schedules, derivative program analysis, board reporting, and Controllers book.
4. Work with our co-sourcing partner to ensure the Schedule DB's are accurately reported and review reconciliations provided by the co-sourcing partner.
5. Ensure SOX compliance including developing, documenting, testing, and reviewing controls and procedures.
6. Assist derivative team with various projects geared towards improving the efficiency of our derivatives accounting system.
7. Provide variance analysis and other analytics for various business areas regarding the accounting for the various derivative programs.
What You'll Bring:
1. Bachelor's degree in Accounting
2. CPA a plus
3. Proficiency in Microsoft Office, with strong working knowledge of Excel
4. Knowledge of Derivatives preferably accounting for derivatives
5. Familiarity with A I tools (Copilot, ChatGPT) a plus.
#LI-VL1
#LI-HYBRID
Pay Transparency
Salary Range: $90,000-$139,000
Overtime eligible: Exempt
Discretionary bonus eligible: Yes
Sales bonus eligible: No
Actual base salary will be determined based on several factors but not limited to individual's experience, skills, qualifications, and job location. Additionally, employees are eligible for an annual discretionary bonus. In addition to base salary, employees may also be eligible to participate in an incentive program.
Company Overview
At New York Life, our 180-year legacy of purpose and integrity fuels our future. As we evolve into a more technology-, data-, and AI-enabled organization, we remain grounded in the values that drive lasting impact.
Our diverse business portfolio creates opportunities to make a difference across industries and communities-inviting bold thinking, collaborative problem-solving, and purpose-driven innovation. Here, you'll find the rare balance of long-standing stability and forward momentum, supported by an inclusive team that honors tradition while embracing progress.
As a Fortune 100 mutual company, we offer a place to grow your skills, contribute to meaningful work, and deliver solutions that matter. Your ideas drive what's next, and your growth powers it.
Our Benefits
We provide a full package of benefits for employees - and have unique offerings for a modern workforce, including leave programs, adoption assistance, and student loan repayment programs. Based on feedback from our employees, we continue to refine and add benefits to our offering, so that you can flourish both inside and outside of work. Click here to discover more about our comprehensive benefit options or visit our NYL Benefits Site.
Our Commitment to Inclusion
At New York Life, fostering an inclusive workplace is fundamental to who we are and how we serve our communities. We have a longstanding commitment to creating an environment where individuals can contribute their best and succeed together. This foundation is rooted in our core values of humanity and integrity, ensuring that every employee feels valued and supported. By embracing a broad range of perspectives and experiences, we achieve greater success and fulfill our promise of providing financial security and peace of mind to families across all communities. Click here to learn more about New York Life's leadership in this space.
Recognized as one of Fortune's World's Most Admired Companies, New York Life is committed to improving local communities through a culture of employee giving and volunteerism, supported by the Foundation. We're proud that due to our mutuality, we operate in the best interests of our policy owners. To learn more about career opportunities at New York Life, please visit the Careers page of ********************
Visit our LinkedIn to see how our employees and agents are leading the industry and impacting communities.
Visit our Newsroom to learn more about how our company is constantly evolving to meet our clients' and employees' needs.
Job Requisition ID: 92901
Financial Accounting Specialist - 1112
Binghamton, NY jobs
As a Financial Accounting Specialist, you will be responsible for obtaining, assembling, evaluating, interpreting, recording and analyzing financial data. This position will also provide assistance to Treasury Operations and backup support for payroll processing as needed.
Hybrid position, with regular visits to the Binghamton Home Office.
Description of Duties & Responsibilities of a Financial Accounting Specialist:
• Process all vendors payments and assign to correct general ledger accounts.
• Process all employee and agent reimbursement vouchers for travel and other business related expenses.
• Maintain compliance with Company guidelines, and confidentiality of sensitive requests. Formulate appropriate, compliant solutions to resolve any discrepancies.
• Oversee Company purchase card program with JP Morgan Chase. Responsible for user administration and changes to online SmartData system. Review monthly reports prepared by cardholders for accuracy and appropriate approvals. Follow up with individuals on missing reports.
• Review monthly accounting transactions for accuracy. Perform any necessary correcting entries. Follow up with internal departments regarding unbudgeted items.
• Notify appropriate personnel of any changes to vendor information. Obtain proper information for new accounts payable vendors, including W-9s. Review all vendor 1099-NEC and1099-MISC forms for accuracy.
• Reconcile general ledger accounts including pre-paid, receivables, and special accounts for charity events.
• Perform annual review of all vendor payments for accurate 1099 reporting in compliance with IRS regulations.
• Review audit documentation and departmental procedures for necessary changes. Review internal controls and make suggestions where needed. Gather and review documentation for internal and external auditors.
• Track Company credit card charges, including payment discrepancies, refunds, returns and miscellaneous charges.
• Disburse petty cash and provide accounting related to reimbursement of expenses.
• Assist Treasury Operations with processing bank deposits and inputting ACH or releasing with bank software.
• Provide backup support for payroll processing as needed.
• Assist with special projects as needed or assigned by management.
Required Skills & Experience of a Financial Accounting Specialist:
• 3 to 5 years of related experience required.
• Experience with software interfaces, and online banking systems is required.
• Experience with accounts payable processing, and general ledger reconciliations is required.
• Experience with budgets is preferred.
• Intermediate knowledge of Microsoft Office Suite required.
• Excellent written and verbal communication skills.
• Excellent data entry skills.
• Ability to operate general office equipment.
• Ability to perform work accurately and thoroughly.
• Ability to pay close attention to detail.
• Ability to prioritize and organize a heavy workload.
Education Required: Associates degree in Accounting required. Bachelors degree in Accounting preferred.
Pay Range: $20.26 to $26.10 hourly
The starting pay rate for this role is based on a variety of relevant factors, including location, education, experience, and skills.
Visa sponsorship is not available for this position
Relocation assistance is not available for this position
Security Mutual is an Equal Opportunity Employer
About SML:
Security Mutual Life is a leading provider of life insurance, accumulation products and retirement-, business- and estate-planning services for individuals, families and businesses. Our innovative products help our clients meet their financial protection needs. Headquartered in Binghamton, New York, the Company was founded in 1886 and is recognized for its longstanding history of financial strength and stability.
We continually invest in technology. Our agents and employees are equipped with the latest tools and deliver outstanding service to our hundreds of thousands of policyholders throughout the United States.
We are committed to our neighbors and communities. Security Mutual and its employees help support a wide variety of community and charitable initiatives and organizations through our donations and service.
At Security Mutual our employees are among the Company's most valued assets. We offer competitive salary and benefits and our work environment reflects the Company's core values of trust, respect and integrity.
Federal & State Labor Law Posters: ************************************************** JhbGciOiJIUzUxMiIsInR5cCI6IkpXVCJ9.ey JhY2NvdW50SWQiOiIyMDAwMjYzNzYiLCJjb250YWN0SWQiOiI2MDM0NTEwNzIiLCJpc3MiOiJub2Rlc2VydmVyIiwiaWF0IjoxNzE1NDMyMTM5fQ.09BHHqmECDyCm2cPe4kbg0WeG4HF2f6wzgPRgLQCdBwQLnjnXaqiqkvwX3JuL6XCFf4B_J5XOnTkN0I3titsQA?map View=
Auto-ApplyAccount Associate
Jericho, NY jobs
About the Role
We are seeking a driven, experienced Account Associate to join our dynamic Insurance team in Jericho, NY.
Key Responsibilities Include
Prepare, issue, file, update and manage time-sensitive insurance documents critical to the business, including but not limited to: certifications of insurance, endorsement requests, loss summaries, quotes, binding requests, renewal letters, mod analysis, and many more!
Learn industry terminology and commercial insurance coverage basics
Conduct research; compile information for Account Managers and Account Executives
Participate in off-site carrier, client, and prospect meetings as required
Keep insurance filing and database system up to date (Applied Epic)
Assist in creating proposals, summary of insurance, and presentations
Responsible for billing accurately and timely, audit processing
Maintain ongoing communication with clients and industry partners to insure a high-level of customer service
Provide backup for other team members during their absence
Additional responsibilities as required
Skills & Experience That Lead to Success:
Time management and ability to prioritize work
Attention to detail
Problem solving skills
Professional written and verbal communication
Proficient in Applied Epic, Microsoft Office product suite, and Adobe Pro systems
Undertake various duties and special projects as assigned
What You Can Expect From Us:
Comprehensive Benefits Package
Collaborative and innovative environment
Culture of continuous learning and professional development
Competitive salary package
401k with above-average employer match of up to 5% of your salary
Leadership training and support
Work/Life Balance (Summer Fridays, flexible work arrangements and mental health services)
Education and Student Loan Assistance
American Global is proud to be an equal opportunity workplace. We provide equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, creed, sex, sexual orientation, gender identity, national origin, age, disability, veteran, marital, domestic partner status, or other legally protected status.
We welcome applications from all and provide individuals with disabilities reasonable adjustments to participate in the job application, interview process and to perform essential job functions once onboard. If you would like to learn more about the reasonable accommodations we provide, email ***********************.
The salary range for this position (intended for U.S. applicants) will vary based on applicant's education, experience, skills, and abilities, as well as internal equity and alignment with market data. The salary may also be adjusted based on applicant's geographic location.
Who We Are
American Global is one of the largest privately held insurance and surety brokerage firms in North America specializing in all aspects of construction risk management. We support contractors, owners, and developers, helping protect them from the risks and exposures specific to the construction industry.
We are a vibrant, values-driven community with a unique, collaborative culture that fuels our desire to excel. Together, our team is transforming the construction industry and revolutionizing the role of broker. As we continue our journey, we seek to find the right individuals, in the right locations, to expand and enrich our fast-growing team of talented professionals across 15 locations throughout the US and Canada, as well as Rome, Italy.
Are you ready to be a part of our story?
Compensation Range:
$55,000.00-$88,750.00
Auto-ApplyAccount Associate - Entry Level
New York, NY jobs
Job DescriptionSales Account Associate - Entry Level - 100% Training Provided With up to $3000 in bonus while training. Aflac Queens Regional Office is currently seeking motivated and excited entry level individuals, that stand out above the rest, to continue to grow our awarding winning sales team. We need more people to meet the demands of our clients for this year! This is an entry level position with 100% full training. We train for the future, engaging our Sales Associates in programs for future Account Manager positions. Sales experience and/or account management is a plus, but is not required. Sales Account Associate:
Listen and understand consumer needs, and deliver effective solutions
Develop and manage relationships with individuals, HR directors, and business owners.
Work as part of team to meet the servicing demands of our existing clients
Understand current insurance trends and how trends affect employers
REQUIREMENTS:
You must have a student mentality - to grow you must learn new skills
You must have an outgoing personality - we talk to people on a daily basis
You must have high integrity - we have a zero tolerance for a lack of integrity
You must be reliable and dependable - work ethic is vital
You must have a college degree or relevant work experience
You must be passionate about growth, development, and people, period.
BENEFITS:What do we offer to our growing Sales team? + A team oriented environment+ Convention trips nationally and internationally each year+ Public speaking practice in small and large groups+ Sales and marketing skills+ You're not micro-managed+ Full hands-on training in sales, marketing and insurance+ Learn how to develop and enhance your leadership ability
Financial Accounting Specialist - 1112
Binghamton, NY jobs
As a Financial Accounting Specialist, you will be responsible for obtaining, assembling, evaluating, interpreting, recording and analyzing financial data. This position will also provide assistance to Treasury Operations and backup support for payroll processing as needed.
Hybrid position, with regular visits to the Binghamton Home Office.
Description of Duties & Responsibilities of a Financial Accounting Specialist:
• Process all vendors payments and assign to correct general ledger accounts.
• Process all employee and agent reimbursement vouchers for travel and other business related expenses.
• Maintain compliance with Company guidelines, and confidentiality of sensitive requests. Formulate appropriate, compliant solutions to resolve any discrepancies.
• Oversee Company purchase card program with JP Morgan Chase. Responsible for user administration and changes to online SmartData system. Review monthly reports prepared by cardholders for accuracy and appropriate approvals. Follow up with individuals on missing reports.
• Review monthly accounting transactions for accuracy. Perform any necessary correcting entries. Follow up with internal departments regarding unbudgeted items.
• Notify appropriate personnel of any changes to vendor information. Obtain proper information for new accounts payable vendors, including W-9s. Review all vendor 1099-NEC and1099-MISC forms for accuracy.
• Reconcile general ledger accounts including pre-paid, receivables, and special accounts for charity events.
• Perform annual review of all vendor payments for accurate 1099 reporting in compliance with IRS regulations.
• Review audit documentation and departmental procedures for necessary changes. Review internal controls and make suggestions where needed. Gather and review documentation for internal and external auditors.
• Track Company credit card charges, including payment discrepancies, refunds, returns and miscellaneous charges.
• Disburse petty cash and provide accounting related to reimbursement of expenses.
• Assist Treasury Operations with processing bank deposits and inputting ACH or releasing with bank software.
• Provide backup support for payroll processing as needed.
• Assist with special projects as needed or assigned by management.
Required Skills & Experience of a Financial Accounting Specialist:
• 3 to 5 years of related experience required.
• Experience with software interfaces, and online banking systems is required.
• Experience with accounts payable processing, and general ledger reconciliations is required.
• Experience with budgets is preferred.
• Intermediate knowledge of Microsoft Office Suite required.
• Excellent written and verbal communication skills.
• Excellent data entry skills.
• Ability to operate general office equipment.
• Ability to perform work accurately and thoroughly.
• Ability to pay close attention to detail.
• Ability to prioritize and organize a heavy workload.
Education Required: Associates degree in Accounting required. Bachelors degree in Accounting preferred.
Pay Range: $20.26 to $26.10 hourly
The starting pay rate for this role is based on a variety of relevant factors, including location, education, experience, and skills.
Visa sponsorship is not available for this position
Relocation assistance is not available for this position
Security Mutual is an Equal Opportunity Employer
About SML:
Security Mutual Life is a leading provider of life insurance, accumulation products and retirement-, business- and estate-planning services for individuals, families and businesses. Our innovative products help our clients meet their financial protection needs. Headquartered in Binghamton, New York, the Company was founded in 1886 and is recognized for its longstanding history of financial strength and stability.
We continually invest in technology. Our agents and employees are equipped with the latest tools and deliver outstanding service to our hundreds of thousands of policyholders throughout the United States.
We are committed to our neighbors and communities. Security Mutual and its employees help support a wide variety of community and charitable initiatives and organizations through our donations and service.
At Security Mutual our employees are among the Company's most valued assets. We offer competitive salary and benefits and our work environment reflects the Company's core values of trust, respect and integrity.
Federal & State Labor Law Posters: ************************************************** JhbGciOiJIUzUxMiIsInR5cCI6IkpXVCJ9.ey JhY2NvdW50SWQiOiIyMDAwMjYzNzYiLCJjb250YWN0SWQiOiI2MDM0NTEwNzIiLCJpc3MiOiJub2Rlc2VydmVyIiwiaWF0IjoxNzE1NDMyMTM5fQ.09BHHqmECDyCm2cPe4kbg0WeG4HF2f6wzgPRgLQCdBwQLnjnXaqiqkvwX3JuL6XCFf4B_J5XOnTkN0I3titsQA?map View=
Auto-ApplyFinancial Accounting, Senior Associate
White Plains, NY jobs
As part of New York Life's Group Membership Association Division, you'll be working with the nation's No. 1 provider of life and disability income insurance solutions for association/affinity programs. Beyond the tailored life and disability income insurance solutions you provide, your work fosters a sense of community and shared support within affinity groups.
Role Overview:
In this role, you will be responsible for preparing and managing complex financial models and reports that support New York Life's Annual Statement and quarterly/year-end financial processes. You will ensure accurate recording of transactions on the ledger, oversee sales reporting and analysis, and manage cash flow reporting critical for treasury forecasting. Additionally, you will handle claims accounting issues and approvals, providing essential data to internal departments and external stakeholders. Your work will directly impact financial accuracy, regulatory compliance, and senior management decision-making through timely and detailed reporting.
What You'll Do:
Prepare Annual Statement Exhibits and Notes in compliance with corporate standards for inclusion in the New York Life Annual Statement.
Develop and maintain complex financial models related to sales, revenue, value of new business, and capital usage.
Oversee sales reporting for Group Membership Association, including analysis, trending, and reporting to LIMRA.
Manage monthly cash flow reports to support treasury forecasting and asset purchase/sale decisions.
Resolve claims accounting issues and approve daily claims releases from Third Party Administrators and Life and Claims Units.
What You'll Bring:
Strong experience in financial reporting and preparation of regulatory statements.
Proficiency in building and managing complex financial models.
Analytical skills to perform sales trending and reporting for internal and external stakeholders.
Knowledge of claims accounting processes and general ledger transaction recording.
Ability to prepare detailed schedules and supporting documentation for quarter-end and year-end close.
Effective communication skills to collaborate with tax, controllers, treasury, and senior management teams.
Experience working with LIMRA reporting standards and requirements.
Familiarity with treasury forecasting and cash flow management.
Background in insurance or financial services industry accounting.
Advanced Excel and financial software proficiency.
Pay Transparency
Salary Range: $70,000-$85,000
Overtime eligible: Exempt
Discretionary bonus eligible: Yes
Sales bonus eligible: No
Actual base salary will be determined based on several factors but not limited to individual's experience, skills, qualifications, and job location. Additionally, employees are eligible for an annual discretionary bonus. In addition to base salary, employees may also be eligible to participate in an incentive program.
Company Overview
At New York Life, our 180-year legacy of purpose and integrity fuels our future. As we evolve into a more technology-, data-, and AI-enabled organization, we remain grounded in the values that drive lasting impact.
Our diverse business portfolio creates opportunities to make a difference across industries and communities-inviting bold thinking, collaborative problem-solving, and purpose-driven innovation. Here, you'll find the rare balance of long-standing stability and forward momentum, supported by an inclusive team that honors tradition while embracing progress.
As a Fortune 100 mutual company, we offer a place to grow your skills, contribute to meaningful work, and deliver solutions that matter. Your ideas drive what's next, and your growth powers it.
Our Benefits
We provide a full package of benefits for employees - and have unique offerings for a modern workforce, including leave programs, adoption assistance, and student loan repayment programs. Based on feedback from our employees, we continue to refine and add benefits to our offering, so that you can flourish both inside and outside of work. Click here to discover more about our comprehensive benefit options or visit our NYL Benefits Site.
Our Commitment to Inclusion
At New York Life, fostering an inclusive workplace is fundamental to who we are and how we serve our communities. We have a longstanding commitment to creating an environment where individuals can contribute their best and succeed together. This foundation is rooted in our core values of humanity and integrity, ensuring that every employee feels valued and supported. By embracing a broad range of perspectives and experiences, we achieve greater success and fulfill our promise of providing financial security and peace of mind to families across all communities. Click here to learn more about New York Life's leadership in this space.
Recognized as one of
Fortune's
World's Most Admired Companies, New York Life is committed to improving local communities through a culture of employee giving and volunteerism, supported by the Foundation. We're proud that due to our mutuality, we operate in the best interests of our policy owners. To learn more about career opportunities at New York Life, please visit the Careers page of ********************
Visit our LinkedIn to see how our employees and agents are leading the industry and impacting communities.
Visit our Newsroom to learn more about how our company is constantly evolving to meet our clients' and employees' needs.
Job Requisition ID: 92685
Financial Accounting Specialist - 1112
Day, NY jobs
As a Financial Accounting Specialist, you will be responsible for obtaining, assembling, evaluating, interpreting, recording and analyzing financial data. This position will also provide assistance to Treasury Operations and backup support for payroll processing as needed.
Hybrid position, with regular visits to the Binghamton Home Office.
Description of Duties & Responsibilities of a Financial Accounting Specialist:
* Process all vendors payments and assign to correct general ledger accounts.
* Process all employee and agent reimbursement vouchers for travel and other business related expenses.
* Maintain compliance with Company guidelines, and confidentiality of sensitive requests. Formulate appropriate, compliant solutions to resolve any discrepancies.
* Oversee Company purchase card program with JP Morgan Chase. Responsible for user administration and changes to online SmartData system. Review monthly reports prepared by cardholders for accuracy and appropriate approvals. Follow up with individuals on missing reports.
* Review monthly accounting transactions for accuracy. Perform any necessary correcting entries. Follow up with internal departments regarding unbudgeted items.
* Notify appropriate personnel of any changes to vendor information. Obtain proper information for new accounts payable vendors, including W-9s. Review all vendor 1099-NEC and1099-MISC forms for accuracy.
* Reconcile general ledger accounts including pre-paid, receivables, and special accounts for charity events.
* Perform annual review of all vendor payments for accurate 1099 reporting in compliance with IRS regulations.
* Review audit documentation and departmental procedures for necessary changes. Review internal controls and make suggestions where needed. Gather and review documentation for internal and external auditors.
* Track Company credit card charges, including payment discrepancies, refunds, returns and miscellaneous charges.
* Disburse petty cash and provide accounting related to reimbursement of expenses.
* Assist Treasury Operations with processing bank deposits and inputting ACH or releasing with bank software.
* Provide backup support for payroll processing as needed.
* Assist with special projects as needed or assigned by management.
Required Skills & Experience of a Financial Accounting Specialist:
* 3 to 5 years of related experience required.
* Experience with software interfaces, and online banking systems is required.
* Experience with accounts payable processing, and general ledger reconciliations is required.
* Experience with budgets is preferred.
* Intermediate knowledge of Microsoft Office Suite required.
* Excellent written and verbal communication skills.
* Excellent data entry skills.
* Ability to operate general office equipment.
* Ability to perform work accurately and thoroughly.
* Ability to pay close attention to detail.
* Ability to prioritize and organize a heavy workload.
Education Required: Associates degree in Accounting required. Bachelors degree in Accounting preferred.
Pay Range: $20.26 to $26.10 hourly
The starting pay rate for this role is based on a variety of relevant factors, including location, education, experience, and skills.
Visa sponsorship is not available for this position
Relocation assistance is not available for this position
Security Mutual is an Equal Opportunity Employer
About SML:
Security Mutual Life is a leading provider of life insurance, accumulation products and retirement-, business- and estate-planning services for individuals, families and businesses. Our innovative products help our clients meet their financial protection needs. Headquartered in Binghamton, New York, the Company was founded in 1886 and is recognized for its longstanding history of financial strength and stability.
We continually invest in technology. Our agents and employees are equipped with the latest tools and deliver outstanding service to our hundreds of thousands of policyholders throughout the United States.
We are committed to our neighbors and communities. Security Mutual and its employees help support a wide variety of community and charitable initiatives and organizations through our donations and service.
At Security Mutual our employees are among the Company's most valued assets. We offer competitive salary and benefits and our work environment reflects the Company's core values of trust, respect and integrity.
Federal & State Labor Law Posters: ************************************************** JhbGciOiJIUzUxMiIsInR5cCI6IkpXVCJ9.ey JhY2NvdW50SWQiOiIyMDAwMjYzNzYiLCJjb250YWN0SWQiOiI2MDM0NTEwNzIiLCJpc3MiOiJub2Rlc2VydmVyIiwiaWF0IjoxNzE1NDMyMTM5fQ.09BHHqmECDyCm2cPe4kbg0WeG4HF2f6wzgPRgLQCdBwQLnjnXaqiqkvwX3JuL6XCFf4B_J5XOnTkN0I3titsQA?map View=
Account Associate 1
New York, NY jobs
Job DescriptionDescription:$3,000 Bonus Potential While Training in First 3 Months, Up to $12,900 Over the First Year!! Work with companies HR departments to find solutions to benefit problems. Use Aflac products to solve the most common challenge in benefits today, higher cost with lower benefits. You will show employers how we can make the benefits for the employees more robust while saving the client money at the same time. This position offers a strong performance-based compensation opportunity, flexible schedules with no nights, weekends or holidays. Opportunities to advace into management are available. REQUIREMENTS:• Desire to help others and make a difference• Drive and determination• Vibrant personality and professional presence• Articulate self-starter and team player BENEFITS:
High brand awareness, supported by national advertising campaigns
Professional sales support from a friendly headquarters staff
Ongoing professional training utilizing various strategies including online, classroom, sales coaches and mentors
Collaborative culture and work environment
Competitive commissions & vested lifetime renewals
Professional milestone rewards, sales incentives, and company sponsored trips
Generous stock bonus program
Management opportunities for qualified candidates
Compensation will be discussed in detail at your interview, but is a combination of competitive commissions, renewals, automatic enrollment in AFL stock program, and bonuses. Incentives like cash boards, music and sporting events, and company sponsored trips are just icing on the cake.
Associate Accountant - 1113
Day, NY jobs
As an Associate Accountant, you will post journal entries, update financial statements, prepare monthly financial reports for subsidiaries, and completes variance reconciliations. This position is also responsible for updating financial records via accounting software and support to Accountants.
This is a hybrid eligible position with remote work consideration. This position may require planned visits to a Company office.
Description of Duties & Responsibilities:
* Assist with the preparation of various tax forms, including sales tax returns, premium and municipal tax returns, and state tax forms for parent, subsidiaries and non-profit.
* Assist with preparation of financial statement exhibits for budgeting, forecasting, planning, and statutory reporting.
* Create general ledger entries and reconcile various general ledger accounts. Prepare bank reconciliations and assist in daily banking transactions.
* Post invoices and other transactions in subsidiary accounting software using information from the revenue system to ensure that records are posted timely and accurately.
* Assist team in researching accounting variances and working with various departments to correct accounting entries. Assist accountant in developing supporting documentation for external sources as needed.
* Input new assets into fixed asset software, record asset amortization and depreciation and reconcile balances to the general ledger.
* Special projects as needed or assigned.
Required Skills & Experience:
* Minimum of 1 year of experience in Accounting is required. Internship experience may be considered.
* Knowledge of GAAP accounting is required.
* Experience in insurance accounting preferred.
* Experience in public accounting preferred.
* Experience with accounting software (especially Quickbooks) is preferred.
* Advanced proficiency with Microsoft Excel.
* Intermediate proficiency with Microsoft Word.
* Excellent verbal and written communications skills.
* Strong analytical problem-solving skills.
* Ability to pay close attention to detail.
* Ability to prioritize and organize a heavy workload.
* Ability to perform work accurately and thoroughly.
Education Required: Bachelor's Degree in Accounting is required.
Pay Range: $24.32 to $31.29 hourly
The starting pay rate for this role is based on a variety of relevant factors, including location, education, experience, and skills.
Visa sponsorship is not available for this position
Relocation assistance is not available for this position
Security Mutual is an Equal Opportunity Employer
About SML:
Security Mutual Life is a leading provider of life insurance, accumulation products and retirement-, business- and estate-planning services for individuals, families and businesses. Our innovative products help our clients meet their financial protection needs. Headquartered in Binghamton, New York, the Company was founded in 1886 and is recognized for its longstanding history of financial strength and stability.
We continually invest in technology. Our agents and employees are equipped with the latest tools and deliver outstanding service to our hundreds of thousands of policyholders throughout the United States.
We are committed to our neighbors and communities. Security Mutual and its employees help support a wide variety of community and charitable initiatives and organizations through our donations and service.
At Security Mutual our employees are among the Company's most valued assets. We offer competitive salary and benefits and our work environment reflects the Company's core values of trust, respect and integrity.
Federal & State Labor Law Posters:
************************************************** JhbGciOiJIUzUxMiIsInR5cCI6IkpXVCJ9.ey JhY2NvdW50SWQiOiIyMDAwMjYzNzYiLCJjb250YWN0SWQiOiI2MDM0NTEwNzIiLCJpc3MiOiJub2Rlc2VydmVyIiwiaWF0IjoxNzE1NDMyMTM5fQ.09BHHqmECDyCm2cPe4kbg0WeG4HF2f6wzgPRgLQCdBwQLnjnXaqiqkvwX3JuL6XCFf4B_J5XOnTkN0I3titsQA?map View