Senior Staff Accountant

At DUAL North America, our core values dictate how we live and work. We are a group with independence and people at its heart and we are a home for talent with a unique culture: the biggest small company in the world.
The focus on being a People First business has always been at the very heart of the Group; Our vision was to create an independent business with a unique culture and one that would survive and thrive as a business controlled by the people working for it. And finding the most talented and entrepreneurial people to join the Group has been and will continue to be key.

DUAL North America, Inc. is seeking a

Senior Staff Accountant

Division: Corporate

Reports to: Accounting Manager

Travel: 0-10%

Work Environment: Hybrid (San Diego, CA or Charlotte, NC)

Salary Range: $75,000-85,000

About the role:
DUAL North America, Inc. is seeking a Staff Accountant to join the team. This is a full-time position with an option to work remotely one day per week after a training period. The Staff Accountant will support the Insurance Accounting group and will perform a wide variety of accounting tasks such as daily cash posting, preparing monthly carrier reporting, handling bank reconciliations, managing year-end 1099 preparation, answering billing questions from agents or underwriters, monitoring the aged receivable report, and assisting in additional duties as required.

Essential Functions:

• Enter daily cash payments into system, prepare bank deposit and initiate bank transfers
• Prepare monthly carrier reporting and remitting funds to the carrier
• Answer questions from insureds, agents or underwriters regarding billing, both by email and by phone
• Assist in managing the Accounting general email box and respond to emails as necessary
• Process refunds, commission, chargebacks and returned checks
• Perform monthly bank and account reconciliations, investigate any discrepancies, and resolve issues 
• Monitor daily bank account activity, cash levels, and advise management of cash balance and funding needs
• Review aged receivables report and perform necessary follow-up
• Manage year-end 1099 reporting and ensure timely filing
• Assist in carrier audit preparation
• Support other accounting projects and tasks as needed

Job Requirements (education, experience, skills):

• Bachelor’s Degree in Accounting or related area or an equivalent experience.
• 3+ years of experience in an accounting department, preferably with an insurance agency/company.
• Ability and willingness to learn new software/systems
• Strong attention to detail and accuracy
• Excellent verbal and written communication skills
• Self-motivated and proactive
• Ability to take initiative and achieve results in a fast-pasted and changing environment
• Strong analytic, problem-solving and time management skills with a proven ability to meet tight deadlines
• Excellent interpersonal and customer service skills
• Proficiency with Microsoft Excel (experience with lookups and pivot tables a must)
• Previous experience with insurance administration systems (particularly IMS) desirable
• Commitment to ethical behavior with a willingness to adhere to all company policies

• If you do not meet all the qualifications for this role, we still encourage you to apply, as we are always looking for diverse talent to join our growing team.

What we offer:
A career that you define. Yes, we offer all the usual rewards and benefits - including medical, dental, vision, a wide variety of wellbeing offers, competitive salary, unlimited PTO, 401k with company match, paid volunteer days and more.

We provide an environment where new ideas are encouraged and celebrated, where people who want to have a real hand in our success thrive. We want people who want to make a difference - not just in the workplace, but in the industry and in the wider community.

EEO Statement:
We consider our people our chief competitive advantage and as such we treat colleagues, candidates, clients, and business partners with equality, fairness, and respect. DUAL North America provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training. DUAL will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment.