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Accounting Representative - Insurance, Pittsburgh, PA

First National Bank
United States, Pennsylvania, Pittsburgh
Dec 19, 2024
Primary Office Location:626 Washington Place. Pittsburgh, Pennsylvania. 15219. Join our team. Make a difference - for us and for your future.

Position Title: Accounting Representative

Business Unit: INSA

Reports to: Varies by Assignment

Position Overview:

This position is primarily responsible for assisting the department with recording agency revenue and disbursement, month-end reporting and operational support for all groups within the advisory businesses.

Primary Responsibilities:

Assists with direct bill reconciliation. Performs bookkeeping tasks. Handles sweep and/or customer payments and deposit preparation.

Assists with bank deposits, pulling statements from insurance carrier partners to balance and reconcile accounts. Verifies accuracy of carrier commission downloads for deposit statements.

Performs other related duties and projects as assigned.

All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing and monitoring the risk they encounter daily as required by F.N.B. Corporation's risk management program. F.N.B. Corporation is committed to achieving superior levels of compliance by adhering to regulatory laws and guidelines. Compliance with regulatory laws and company procedures is a required component of all position descriptions.

Minimum Level of Education Required to Perform the Primary Responsibilities of this Position:

High School or GED

Minimum # of Years of Job Related Experience Required to Perform the Primary Responsibilities of this Position:

1

Skills Required to Perform the Primary Responsibilities of this Position:

Excellent project management skills

Excellent communication skills, both written and verbal

Excellent organizational, analytical and interpersonal skills

Excellent customer service skills

Ability to use a personal computer and job-related software

MS Word - Basic Level

MS Excel - Intermediate Level

MS PowerPoint - Basic Level

Experience with financial institution policies and procedures and regulations governing accounting in a financial institution

Licensures/Certifications Required to Perform the Primary Responsibilities of this Position:

N/A

Physical Requirements or Work Conditions Beyond Traditional Office Work:

N/A

Equal Employment Opportunity (EEO):

It is the policy of FNB not to discriminate against any employee or applicant for employment because of his or her race, color, religion, sex, sexual orientation, gender identity, national origin, disability status, or status as a protected veteran. FNB provides all applicants and employees a discrimination and harassment free workplace.

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