What are the responsibilities and job description for the Accounting Specialist position at M3 Insurance?
The Opportunity
Are you an experienced accounting professional who takes pride in doing the work well — and finds real satisfaction in being the reliable backbone of a high-performing finance team? As an Accounting Specialist at M3, you'll be a trusted contributor to our Finance Department, bringing your expertise to the day-to-day accounting operations that keep our organization running smoothly. This role offers a consistent, meaningful blend of accounts payable, expense management, banking activity, and financial reporting — making it an ideal fit for someone who values doing important work with precision, in a place where your contributions are genuinely recognized and appreciated.
How You Will Make An Impact
Your role at M3 won’t be about the boundaries presented in a job description – it’s about the possibilities that you can envision once you walk through the doors on your first day. We’re looking for people ready to take control of their career and excited to make a real impact with their position.
Who We Are
As an insurance broker, M3 helps you manage risk, purchase insurance, and provide benefits to your employees. We partner with clients on everything from property & casualty and employee benefits to personal lines, executive benefits, and employer-sponsored retirement plans. And, we’re privately owned and independent which means we’re doing what’s best for our clients – not what’s best for Wall Street or private equity.
What Draws People To M3
Autonomy— Being able to work towards a common goal, but how you get there is an open book.
Immediate Impact— Every M3er can make an impact, from day one in any role.
Powered by Team— Be a part of a close-knit group of team members with whom you build trust and share responsibility.
People— Every M3er is unique in their own way, M3 is a collection of unique achievers.
At M3 Insurance experience the best of both worlds with our dynamic flexible work environment. Enjoy the flexibility to work remotely every so often in a flexible hybrid work environment while still fostering collaboration and innovation in-person in our office spaces. We prioritize work-life balance and empower our employees to thrive in a supportive and inclusive atmosphere.
Benefits As An M3er
Joining the M3 team means gaining access to a host of exceptional benefits and perks. Our benefits package is continuously evolving to cater to the needs of our team members. From flexible time-off and paid parental leave to employee appreciation events and volunteering opportunities, we prioritize the well-being and satisfaction of our employees. Additionally, our profit-sharing program ensures that every member of our team shares in the success of our organization. These enticing benefits showcase our commitment to nurturing and retaining top talent within our organization.
Diversity, Equity & Inclusion
M3 is building a culture focused on learning and progression, where M3ers are empowered by education, inclusive conversations, and real action that supports the future we envision.
Equal Employment Opportunity
M3 is committed to providing equal employment opportunity for all qualified individuals regardless of their age, sex, color, race, creed, national origin or ancestry, religion, marital status, military status, sexual orientation, disability/handicap, family responsibilities, non-relevant arrest or conviction records, or any other basis protected by law. In addition, we are committed to fully observing all relevant non-discrimination laws, including those regarding veterans’ status, and will make reasonable accommodations for otherwise qualified individuals as appropriate.
This commitment is reflected in all M3’s practices and policies regarding hiring, training, promotions, transfers, rates of pay, and layoff, as well as in all forms of compensation, granting leaves of absence and in any other conditions of employment. All matters relating to employment are based upon ability to perform the job.
In the best interests of M3 and all of its employees, every employee is to make every effort to avoid bias or prejudice in the workplace with regard to the above categories.
Are you an experienced accounting professional who takes pride in doing the work well — and finds real satisfaction in being the reliable backbone of a high-performing finance team? As an Accounting Specialist at M3, you'll be a trusted contributor to our Finance Department, bringing your expertise to the day-to-day accounting operations that keep our organization running smoothly. This role offers a consistent, meaningful blend of accounts payable, expense management, banking activity, and financial reporting — making it an ideal fit for someone who values doing important work with precision, in a place where your contributions are genuinely recognized and appreciated.
How You Will Make An Impact
- Own the accounts payable process, accurately processing vendor invoices, maintaining vendor records, and ensuring timely payments in compliance with company policies.
- Support 1099 reporting and vendor compliance by reviewing data accuracy, coordinating filings, and keeping documentation audit-ready.
- Administer the corporate credit card program, reconciling transactions, monitoring usage, and partnering with employees to resolve questions and ensure policy compliance.
- Contribute to daily banking and cash activity, including cash postings, deposits, transaction monitoring, and bank reconciliations.
- Assist with month-end close activities, including journal entries, account reconciliations, and financial analysis to support accurate and timely reporting.
- Drive process improvement by identifying opportunities to enhance efficiency, documentation, and consistency across accounting workflows.
- Associate's degree in Accounting, Finance, or a related field required, or equivalent combination of education and relevant experience.
- 1–3 years of accounting, accounts payable, or finance-related experience preferred.
- Basic understanding of accounting principles and financial processes.
- Experience with vendor maintenance, invoice processing, expense reports, or 1099 reporting preferred.
- Proficiency in Microsoft Excel and general accounting systems.
- Experience with Workday ERP is a plus.
- Strong attention to detail, organizational skills, and ability to manage routine deadlines with accuracy.
- Strong communication skills and a customer service mindset when working with internal partners and vendors.
Your role at M3 won’t be about the boundaries presented in a job description – it’s about the possibilities that you can envision once you walk through the doors on your first day. We’re looking for people ready to take control of their career and excited to make a real impact with their position.
Who We Are
As an insurance broker, M3 helps you manage risk, purchase insurance, and provide benefits to your employees. We partner with clients on everything from property & casualty and employee benefits to personal lines, executive benefits, and employer-sponsored retirement plans. And, we’re privately owned and independent which means we’re doing what’s best for our clients – not what’s best for Wall Street or private equity.
What Draws People To M3
Autonomy— Being able to work towards a common goal, but how you get there is an open book.
Immediate Impact— Every M3er can make an impact, from day one in any role.
Powered by Team— Be a part of a close-knit group of team members with whom you build trust and share responsibility.
People— Every M3er is unique in their own way, M3 is a collection of unique achievers.
At M3 Insurance experience the best of both worlds with our dynamic flexible work environment. Enjoy the flexibility to work remotely every so often in a flexible hybrid work environment while still fostering collaboration and innovation in-person in our office spaces. We prioritize work-life balance and empower our employees to thrive in a supportive and inclusive atmosphere.
Benefits As An M3er
Joining the M3 team means gaining access to a host of exceptional benefits and perks. Our benefits package is continuously evolving to cater to the needs of our team members. From flexible time-off and paid parental leave to employee appreciation events and volunteering opportunities, we prioritize the well-being and satisfaction of our employees. Additionally, our profit-sharing program ensures that every member of our team shares in the success of our organization. These enticing benefits showcase our commitment to nurturing and retaining top talent within our organization.
Diversity, Equity & Inclusion
M3 is building a culture focused on learning and progression, where M3ers are empowered by education, inclusive conversations, and real action that supports the future we envision.
Equal Employment Opportunity
M3 is committed to providing equal employment opportunity for all qualified individuals regardless of their age, sex, color, race, creed, national origin or ancestry, religion, marital status, military status, sexual orientation, disability/handicap, family responsibilities, non-relevant arrest or conviction records, or any other basis protected by law. In addition, we are committed to fully observing all relevant non-discrimination laws, including those regarding veterans’ status, and will make reasonable accommodations for otherwise qualified individuals as appropriate.
This commitment is reflected in all M3’s practices and policies regarding hiring, training, promotions, transfers, rates of pay, and layoff, as well as in all forms of compensation, granting leaves of absence and in any other conditions of employment. All matters relating to employment are based upon ability to perform the job.
In the best interests of M3 and all of its employees, every employee is to make every effort to avoid bias or prejudice in the workplace with regard to the above categories.