What are the responsibilities and job description for the Technical Accounting Assistant position at Gallagher Benefit Services?
Overview
Keenan is a leading insurance brokerage and consulting firm serving hospitals, public agencies, and California school districts. Specializing in employee benefits, workers' compensation, loss control, financial services, and property & liability, Keenan is committed to delivering innovative solutions that protect and empower the communities we serve.
As part of Gallagher, a global leader in insurance, risk management, and consulting, you’ll be joining a team that’s passionate about helping individuals and organizations thrive.
The Technical Accounting Assistant will perform accounts payable and accounts receivable duties. The Technical Accounting Assistant will also compile various reports, financial statements, and various account reconciliations for clients.
How you'll make an impact
Maintain the daily accounting records, accounts payable/receivable for clients.- Prepare weekly/bi-monthly/monthly disbursements via Check(s)/Wire(s)/ACH/Bank Transfer(s) by client.
- Responsible for answering phones, preparing deposits for clients, copying, and maintaining files.
- Reconcile monthly bank and investment statements.
- Assist in preparing periodic Treasurer Reports and Cash Flow Analysis. Prepare files for Annual Budgets and Audits.
- Coordinate with the clients, actuaries, auditors, investment advisors, and other internal departments to gather relevant data.
- Prepare/maintain all source documents in an orderly fashion that support the conclusions.
- Responsible for Pro-Forma preparation of SETECH reports and first draft proofing utilizing check list.
- Prepare and submit required filings: State Controller, Department of Managed Health Care, 1099’s etc.
- Responsible for Client Contact and interfacing with various Keenan & Associates departments to follow up on accounting issues.
- Prepare client contracts and proposals as needed.
- Prepare PowerPoint presentations as needed for client meetings and conferences.
- All other duties as assigned.
About You
Required: High School diploma and 1 year related experience required.
Preferred: Associates degree preferred.
Behaviors: Strong attention to detail.
Compensation and benefits
We offer a competitive and comprehensive compensation package. The base salary range represents the anticipated low end and high end of the range for this position. The actual compensation will be influenced by a wide range of factors including, but not limited to previous experience, education, pay market/geography, complexity or scope, specialized skill set, lines of business/practice area, supply/demand, and scheduled hours. On top of a competitive salary, great teams and exciting career opportunities, we also offer a wide range of benefits.
Below are the minimum core benefits you’ll get, depending on your job level these benefits may improve:
- Medical/dental/vision plans, which start from day one!
- Life and accident insurance
- 401(K) and Roth options
- Tax-advantaged accounts (HSA, FSA)
- Educational expense reimbursement
- Paid parental leave
- Digital mental health services (Talkspace)
- Flexible work hours (availability varies by office and job function)
- Training programs
- Gallagher Thrive program – elevating your health through challenges, workshops and digital fitness programs for your overall wellbeing
- Charitable matching gift program
- And more...
We value inclusion and diversity
Click Here to review our U.S. Eligibility Requirements
Inclusion and diversity (I&D) is a core part of our business, and it’s embedded into the fabric of our organization. For more than 95 years, Gallagher has led with a commitment to sustainability and to support the communities where we live and work.
Gallagher embraces our employees’ diverse identities, experiences and talents, allowing us to better serve our clients and communities. We see inclusion as a conscious commitment and diversity as a vital strength. By embracing diversity in all its forms, we live out The Gallagher Way to its fullest.
Gallagher believes that all persons are entitled to equal employment opportunity and prohibits any form of discrimination by its managers, employees, vendors or customers based on race, color, religion, creed, gender (including pregnancy status), sexual orientation, gender identity (which includes transgender and other gender non-conforming individuals), gender expression, hair expression, marital status, parental status, age, national origin, ancestry, disability, medical condition, genetic information, veteran or military status, citizenship status, or any other characteristic protected (herein referred to as “protected characteristics”) by applicable federal, state, or local laws.
Equal employment opportunity will be extended in all aspects of the employer-employee relationship, including, but not limited to, recruitment, hiring, training, promotion, transfer, demotion, compensation, benefits, layoff, and termination. In addition, Gallagher will make reasonable accommodations to known physical or mental limitations of an otherwise qualified person with a disability, unless the accommodation would impose an undue hardship on the operation of our business.
