Job Description

Job Description:

Our life insurance client is seeking a statutory staff accountant to join their team.This role is on-site, in Dallas, Texas

Responsibilities:

• Perform monthly and quarterly closing processes, including preparing and posting journal entries for insurance and investment activities.
• Prepare or review bank account, general ledger account, and par-value reconciliations.
• Act as a liaison to investment management teams, custodians, and investment software vendors, as needed.
• Handle back-office duties for the trading desk, including communication with multiple brokers and state banks, as needed.
• Create monthly financial reports regarding insurance or investment activity, as needed.
• Prepare schedules and exhibits for quarterly and annual statutory statements, including but not limited to IMR/AVR, Schedule D, BA, and DB.
• Assist in the preparation of audited statutory financial statements, including footnotes.
• Support other regulatory reporting requirements, including MD&A, Risk-Based Capital, AmBest, and SRQ filings.
• Respond to or assist with requests from external auditors, rating agencies, and regulatory bodies.
• Prepare and/or assist with state regulatory filings, if required.
• Identify and recommend continuous process improvements

Requirements:

• Bachelor's degree in Accounting or equivalent experience.
• 2+ years of accounting experience in an insurance company (preferably Life insurance).
• Experience in preparing bank and general ledger account reconciliations, journal entries, and quarterly and annual financial closings.
• Familiarity with statutory accounting principles and statutory financial statement filings.
• General understanding of investments, including Bonds, Stocks, Structured Securities (CMB, ABS, CMBS, etc.), Options, Private Placements, Swaps, is a plus, but not required.
• Knowledge of investment accounting/reporting software. Experience with FIS Investment Management (iWorks) software or similar is a plus.
• Excellent personal computer skills, including proficiency in MS Office (Excel, Word, Outlook). Excel proficiency is a plus.
• Knowledge of General Ledger Systems and Regulatory Filing Systems, or other insurance-specific financial applications experience is a plus.
• Strong analytical and communication skills.
• Good organizational and referencing skills related to work papers, financial statements, and schedules prepared.
• Experience with SRQ and AmBest preparation is a plus, but not required

Pay Range:

The anticipated pay range for this position is $60-75K per year, based on experience

We understand that salary is an important factor in a job search, and we encourage you to apply even if you feel that your desired compensation may fall outside of the listed range. The final pay for this position is determined based on several factors including but not limited to, relevant experience, skills and certifications, education and training, geographic location, market conditions, and internal equity.

We are committed to finding the right candidate for this role and are open to discussing how your unique qualifications align with our needs.

Benefits:

Our comprehensive benefits package includes:

• Medical insurance
• Dental insurance
• Vision insurance
• 401(k) retirement savings plan

Contact:

Morgan Falck

Life Insurance Recruiter

+1 (312) 884-0453

[email protected]

Equal Opportunity Employer:

The Jacobson Group is committed to fostering an inclusive and equitable workplace that reflects the diverse communities we serve. We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, veteran status or any other protected characteristic as defined by applicable law. We believe that diversity of thought, background and experience strengthens our team and drives innovation. All employment decisions are based on qualifications, merit and business needs.

If you require a reasonable accommodation to complete the application process or participate in an interview, please contact us at [email protected] or +1 (800) 466-1578 to make a request.

Refer a Colleague:

Do you know someone who would be interested in this project? Submit your referral directly by emailing the Jacobson contact listed above or submitting them . If your referral is hired for a contract assignment and meets all other eligibility criteria, you will receive a referral bonus!

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