Accountant II

Fond du Lac
Full Time

Job Information

Job TitleAccountant II
Home Department:Finance
Employment Status:Exempt; Full-time
Schedule:Flexible Scheduling Opportunities 
Position Location:Corporate office or in a hybrid work-from-home setting

We are targeting candidates located within a commutable distance to Fond du Lac who will be able to work 1-2 days a week at our home office. 


Protecting our policyholders’ dreams, passions, and livelihoods has a direct impact on the communities we serve. We work towards excellence, conduct ourselves with high integrity, and take our work seriously, but not ourselves. Small Details. Big Difference. Find out how you can make a difference with a career at Society.

Society Insurance is seeking an experienced Accountant II to join our Finance team. The Accountant II position offers an exciting opportunity to contribute to the financial management and performance of insurance operations while gaining valuable experience in a dynamic and regulated industry.  This position is a vital role responsible for performing accounting functions such as maintenance of general ledger, accounts payable, and accounts receivable.  This position requires an understanding of insurance accounting principles, regulatory requirements, and industry-specific practices.   

About the Role 

  • Ensures accounting quality and service standards; analyzes and solves quality and service problems; and recommends system improvements.
  • Performs treasury management functions including maintaining accurate cash flow by reviewing and anticipating deposits and checks written on a daily basis, online banking, reporting, and fraud prevention.
  • Prepares financial statements through general ledger reconciliations, collects information, enters data into spreadsheets, and journal entries.
  • Completes month-end processes by balancing general ledger accounts, filing sales tax returns, and reinsurance reports.
  • Maintains fixed-asset software by entering in newly purchased items; deleting all items sold, traded, or junked; reconciling account and month-end; and tracking depreciation.
  • Works with our investment advisor in preparing monthly, quarterly, and annual transaction summaries and journal entries.
  • Prepares compliance reporting, statutory filings, and tax filings from local, state, and federal agencies.
  • Assists in providing other departments with reports or data as requested.
  • Possesses ability to maintain confidential and sensitive information.
  • Performs the approval of employee expense reports and assists in the administration of employee expense reimbursement software.
  • Works with auditors by providing information/documents requested.
  • Works with the Financial Planning & Analysis team on expense analysis and related projects.
  • Reconciles between data flow from operational systems to the accounting system.

About Yo

  • You enjoy using logic and analysis to solve problems and can quickly learn new technical skills.
  • You enjoy divergent thinking and the propensity to question existing practices.
  • You are a self-starter, manages multiple responsibilities, and adheres to time-sensitive tasks. 
  • You enjoy learning business acumen.
  • You enjoy critical thinking and have a strong attention to detail.
  • You are quality focused and manages the efficiency, accuracy, and integrity of your work.

What it Will Take

  • Bachelor’s degree in Accounting and 3+ years of accounting experience.
  • Demonstrated ability to take initiative and manage multiple projects; well-developed follow-through skills.
  • Experience preparing financial statements.
  • Experience using accounting software to perform tasks related to general ledger maintenance, trial balance production, accounts payable, cash account reconciliations, and other accounting functions.
  • Excellent in Microsoft Office, especially Excel including advanced functions such as V-Lookup, pivot tables, formulas, and charts.
  • Property and Casualty insurance accounting experience highly desirable.
  • Knowledge of investment accounting highly desirable.

What Society Can Offer 

  • Comprehensive Benefits Package: Salary with bonus plan; health, dental, life, and vision insurance
  • Retirement: Traditional or Roth 401(k) Defined Contribution Plan PLUS Profit-Sharing Plan
  • Work-Life Balance: Company-paid holidays; flexible scheduling; PTO; telecommuting options
  • Education: Career Coaching; company-paid courses; student loan and tuition reimbursement
  • Community: Charitable Match; paid volunteer time; team sponsorships
  • Wellness: Employee Assistance Program; wellness initiatives/rewards; health coaching; and more

Society Insurance prohibits discrimination and harassment of any type against applicants and employees on the basis of race, color, religion, sex, national origin, age, handicap, disability, genetics, veteran status or military service, marital status or sexual orientation, gender identity or expression, or any other characteristic or status protected by federal, state or local laws. Society Insurance also provides reasonable accommodations to qualified individuals with disabilities in accordance with the requirements of the Americans with Disabilities Act and applicable state and local laws.

Society Insurance is a drug-free workplace.  Any candidate who receives an offer of employment from Society will be required to undergo a pre-employment drug test for controlled substances.  All offers of employment are contingent upon successful completion of the pre-employment drug test, which is conducted in accordance with Society’s substance abuse policy.


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