Job Description
PCF Insurance Services is a premier risk management, benefits design, and insurance brokerage services firm ranked #20 on Business Insurance's 2026 Top 100 Brokers and #12 on Insurance Journal's 2026 Top Property/Casualty Agencies. With 3,100 professionals across the U.S., PCF Insurance Services harnesses the power of its Agency Partner network to provide world-class service and unparalleled solutions to its clients. As the #1 Fastest-Growing Company in Utah in 2021, 2026 and 2026 and #247 Inc. 5000 Fastest-Growing Private Companies in America, our commitment to excellence is unmatched. At PCF Insurance Services, we foster a dynamic and inclusive work environment, encouraging growth and innovation while valuing each team member's contributions. Join our exceptional team and help shape the future of the insurance industry.
Job Summary
As a leader in PCF, you will report to your account manager as you make leadership and management decisions, problem-solve independently, and resolve arising issues for your teams. If you find satisfaction working in an entrepreneurial environment as you engage in dynamic work, surrounded by incredible team members who will help you grow, then you will thrive and grow in both this position and our entire organization.
Duties And Responsibilities
• Reporting financial information' providing timely, accurate, and useful information to management for review and decision making
• Working with Principles to communicate and manage financial goals/deadlines for month-end processes
• Performing full balance sheet reconciliation, including substantiation, for monthly close workpapers
• Consolidating multi-company financial statements with variance analysis
• Supporting other accounting staff in the creation of annual audits
• Leading staff and junior accountants to ensure deadlines are met
• Interpreting data and identifying trends to influence projects
• Performing revenue reconciliation to carrier and client agreements
Qualifications
• 4+ years of accounting experience
• Bachelor's degree (or higher) in Accounting, Finance, Business Management, or a related field
• An impeccable understanding of accounting principles
• General ledger accounting software experience (Excel, Sage, QuickBooks, Soft Ledger, Travers, etc.)
• Experience in reconciliation controls, managing aged items, and escalating issues
• Advanced experience with Microsoft Office Suite, such as Microsoft Excel
• Experience in insurance accounts receivables
• Facilitate collaboration, establishing, and maintaining strong work relationships
• Recognize and effectively communicate the bigger picture to your teammates
• Multitask, prioritize your work, and stay organized
• Gather and analyze financial data as you escalate issues in a timely manner
• Work in typical office conditions, reading from and entering data into a computer
• Experience in being responsible 2+ multiple large accounts at a time
Compensation: Competitive and commensurate with experience
Schedule: FT, Hours of Operation 8:00 AM- 5:00 PM
Office Location: 2500 Executive Parkway, Suite #2, Lehi, UT, 84043
Benefits
• Medical
• Dental
• Vision
• Life Insurance
• Paid Time Off
• 401K
PCF Insurance Services is an equal opportunity employer. We believe that every employee has the right to work in an environment that is free from all forms of discrimination. It is our policy that all decisions involving any aspect of the employment relationship such as hiring, compensation and training, promotions, transfers, discipline and termination will be based on merit, qualifications and abilities. Such decisions will be made without regard to age, ancestry, color, race, national origin, disability, protected medical condition, genetic information, military service, veteran status, citizenship status, religion, creed, sex, gender, gender identity, sexual orientation, pregnancy, childbirth, marital status or any other condition, characteristic or activity protected by law. Discrimination based on any of these factors is contrary to our operating philosophy.
Attention Recruitment Agencies: PCF does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered property of PCF, and we will not be obligated to pay a referral fee. This includes resumes submitted directly to hiring managers without contacting PCF's Talent Acquisition Department.
