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

Staff Accountant

• Classification: Exempt/ Full-time  

• Reports to: Manager of Insurance Accounting

• Travel: 0-10%

• Salary: $65,000-$75,000

• Location: Dallas, TX  

Role overview

DUAL North America, Inc. is seeking a Staff Accountant to join the team. This position is a full-time office position. The Staff Accountant will support the DUAL Personal Lines division based in Dallas, Texas. The candidate will support the Insurance Accounting group and will be instrumental in helping to refine our system reporting and related reconciliation processes to ensure accuracy and conformity with carrier requirements. They will also perform a wide variety of accounting tasks such as monitoring aged receivables, ACH & Check Return processing, managing credit card disputes, and assisting in additional duties as required.

Role responsibilities

• Identify opportunities to streamline accounting processes and enhance efficiency and accuracy.

• Assist with Yearly 1099 Reporting/Filing

• Collaborate with cross-functional teams to optimize workflows and enhance overall operational effectiveness.

• Monitor and reconcile accounts receivable and payable related to insurance premiums and claims.

• Calculate and track commissions earned by insurance agents and brokers based on sales performance and contractual agreements.

• Support the Claims Team with Bank Reconciliations.

• Prepare for financial audit and assist with compiling necessary Audit supporting documentation.

• Process ACH & Check Returns within the Insurance System.

• Manage Credit Card Disputes, providing case documentation.  

• Processing Insured Payments within the Insurance System.

• Monitor and support taxation requirements.

• Assisting the Corporate Finance team as needed.

Key requirements

• Bachelor's degree in Accounting, Finance, or related field.

• 2+ years of experience in accounting or finance roles within the insurance industry.

• Strong understanding of insurance accounting principles and regulatory requirements preferred.

• Proficiency with Microsoft Excel (experience with lookups and formulas a must).

• Ability and willingness to learn new software / systems.

• Proficiency in financial analysis, reporting, and reconciliation.

• Excellent attention to detail and accuracy in data management.

• Ability to prioritize tasks, manage deadlines, and adapt to changing priorities in a fast-paced environment.

• Effective communication skills and ability to collaborate with cross-functional teams.

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. D