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Associate Insurance Accounting Jobs in Delaware (NOW HIRING)

SBA Lending Relationship Manager

Dover, DE · On-site

$111K - $183K/yr

At WSFS Bank, we empower our Associates to grow their careers, guide our customers to secure their ... accountants, lawyers, and more. Additionally, you will take charge of the success and growth of ...

At WSFS Bank, we empower our Associates to grow their careers, guide our customers to secure their ... accountants, lawyers, and more. Additionally, you will take charge of the success and growth of ...

At WSFS Bank, we empower our Associates to grow their careers, guide our customers to secure their ... accountants, lawyers, and more. Additionally, you will take charge of the success and growth of ...

At WSFS Bank, we empower our Associates to grow their careers, guide our customers to secure their ... accountants, lawyers, and more. Additionally, you will take charge of the success and growth of ...

At WSFS Bank, we empower our Associates to grow their careers, guide our customers to secure their ... accountants, lawyers, and more. Additionally, you will take charge of the success and growth of ...

At WSFS Bank, we empower our Associates to grow their careers, guide our customers to secure their ... accountants, lawyers, and more. Additionally, you will take charge of the success and growth of ...

At WSFS Bank, we empower our Associates to grow their careers, guide our customers to secure their ... accountants, lawyers, and more. Additionally, you will take charge of the success and growth of ...

SBA Franchise Relationship Manager

Dover, DE · On-site

$111K - $183K/yr

At WSFS Bank, we empower our Associates to grow their careers, guide our customers to secure their ... accountants, lawyers, and more. Additionally, you will take charge of the success and growth of ...

At WSFS Bank, we empower our Associates to grow their careers, guide our customers to secure their ... accountants, lawyers, and more. Additionally, you will take charge of the success and growth of ...

At WSFS Bank, we empower our Associates to grow their careers, guide our customers to secure their ... accountants, lawyers, and more. Additionally, you will take charge of the success and growth of ...

SBA Lending Relationship Manager

Milford, DE · On-site

$111K - $183K/yr

At WSFS Bank, we empower our Associates to grow their careers, guide our customers to secure their ... accountants, lawyers, and more. Additionally, you will take charge of the success and growth of ...

At WSFS Bank, we empower our Associates to grow their careers, guide our customers to secure their ... accountants, lawyers, and more. Additionally, you will take charge of the success and growth of ...

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Associate Insurance Accounting information

What does an Associate Insurance Accounting professional do?

An Associate Insurance Accounting professional is responsible for supporting the financial operations of an insurance company. Their duties typically include processing insurance premiums, recording financial transactions, preparing financial statements, and ensuring compliance with accounting standards and regulations. They often work closely with other finance team members to reconcile accounts, assist with audits, and analyze financial data related to insurance policies. This role requires strong attention to detail and knowledge of both accounting principles and the insurance industry.

What is the difference between Associate Insurance Accounting vs Insurance Accountant?

AspectAssociate Insurance AccountingInsurance Accountant
CredentialsTypically requires a bachelor's degree in accounting, finance, or related field; certifications like CPA or CPCU are a plusUsually requires a bachelor's degree; CPA certification is common and preferred
Work EnvironmentEntry-level role in insurance companies, accounting firms, or third-party administratorsMid-level role within insurance companies, handling complex accounting tasks
Job ResponsibilitiesAssisting with financial data entry, reconciliations, and basic reportingPreparing financial statements, analyzing accounts, and ensuring compliance
Common UsageOften an entry point for careers in insurance accountingMore experienced role with greater responsibility in financial management

In summary, Associate Insurance Accounting is an entry-level position focusing on basic accounting tasks within the insurance industry, often serving as a stepping stone to more advanced roles like Insurance Accountant, which involves more complex financial analysis and reporting.

What are some common challenges faced by Associate Insurance Accounting professionals during month-end and year-end close processes?

Associate Insurance Accounting professionals often face tight deadlines and large volumes of data during month-end and year-end close periods. These periods require meticulous attention to detail in reconciling accounts, verifying transactions, and preparing financial statements that comply with regulatory standards. Effective communication with underwriters, claims teams, and external auditors is essential to resolve discrepancies quickly and ensure the accuracy of reports. Being proactive and organized helps manage the workload and reduces the risk of errors or delays.

What are the key skills and qualifications needed to thrive as an Associate Insurance Accounting professional, and why are they important?

To excel as an Associate Insurance Accounting professional, you need a solid understanding of accounting principles, insurance industry practices, and a bachelor’s degree in accounting or finance. Familiarity with accounting software like SAP, Oracle, or QuickBooks, and knowledge of insurance-specific systems such as policy administration and claims management tools, are commonly required. Attention to detail, analytical thinking, and strong organizational and communication skills help you stand out in this role. These competencies ensure accurate financial reporting and compliance, supporting the financial health and regulatory obligations of the insurance organization.
What are the most commonly searched types of Insurance Accounting jobs in Delaware? The most popular types of Insurance Accounting jobs in Delaware are:
SBA Franchise Relationship Manager

SBA Franchise Relationship Manager

WSFS Bank

Rehoboth Beach, DE

$111K - $183K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 20 days ago


Key responsibilities

  • Drive the sales life cycle by generating leads and sourcing SBA loan opportunities.

  • Structure SBA loan proposals and prepare comprehensive credit packages.

  • Build and maintain a referral network with commercial real estate brokers, business brokers, business associations, accountants, and lawyers.


Job description

Job Description

At WSFS Bank, we empower our Associates to grow their careers, guide our customers to secure their financial futures, and actively support our Communities so they can fully thrive. Careers with WSFS Bank offer an inclusive and supportive culture, competitive salaries, advancement opportunities, and more. We are the region's locally headquartered bank and wealth management company. We are honored to consistently be named a Top Workplace by our Associates, who make a difference every day for the people, businesses, and Communities we serve. We Stand For Service is more than part of our name, it's our mission and our purpose.

We're proud to offer a well-established, nationally recognized SBA program. Our experienced SBA team manages the full lending lifecycle-from origination and underwriting to closing. WSFS Bank has been recognized as a top SBA lender, reflecting our long-standing commitment to helping small businesses grow and thrive.

As an SBA Relationship Manager, you will drive the sales life cycle by generating leads and sourcing opportunities. Utilizing your expertise in loan policies, product knowledge, and financial analysis, you will structure SBA loan proposals and prepare comprehensive credit packages. You will build and maintain a robust referral network with commercial real estate brokers, business brokers, professional associations, accountants, lawyers, and more. Additionally, you will take charge of the success and growth of your assigned sales territory.

As the face of WSFS Bank for our existing SBA portfolio customers, you will address their servicing needs and ensure their continued satisfaction. This position offers you the unique opportunity to directly influence the financial success of our clients, work with a dynamic team, and leverage internal partnerships.

Job Responsibilities:

  • Responsible for the sales life cycle, including lead generation and sourcing, loan policies and structure, product knowledge and financial analysis.

  • Call on and develop a referral network with commercial real estate brokers, business brokers, business/professional associations, accountants, lawyers, etc. to solicit SBA loan opportunities.

  • Responsible for structuring SBA loan proposals and preparing credit packages.

  • Responsible for the success and growth of the assigned sales territory.

Minimum Qualifications:

  • Bachelor's degree, preferably in a business-related field, or equivalent experience.

  • 5+ years of franchise lending experience.

  • 5+ years of experience in Small Business Administration (SBA) lending, including 7(a) and 504 loans.

  • 5+ years of experience selling business related financial services products.

  • Knowledge of commercial and consumer loan and deposit products.

  • Superior customer service, sales, and business development skills.

  • Ability to travel to WSFS Bank's various locations throughout our footprint.

  • Excellent oral and written communication skills, as well as excellent listening ability and presentation skills.

  • Self-motivated and able to work with minimal supervision.

  • Intermediate skill level using Microsoft Office.

  • Knowledge and understanding of underwriting and evaluation commercial credit is preferred.

WSFS Bank will only consider candidates who are presently authorized to work for any employer in the United States and who will not require work visa sponsorship from WSFS Bank now or in the future in order to retain their authorization to work in the United States.

This position may be filled at the Level II or Level III designation, based on the selected candidate's experience. Internally, this role is titled SBA Relationship Manager.

Salary Range:

$111,440.00 - $183,082.25

Individual base pay may vary on additional factors such as the candidate's experience, job-related skills, relevant education, geographic location, and other specific business and organizational needs.

In addition to base salary, WSFS Financial Corporation (WSFS) and its subsidiaries may offer eligible Associates discretionary and formula-based incentive and retention awards. WSFS provides a competitive benefits package, which includes medical, dental, and vision coverage; a 401(k) plan; life, accident, and disability insurance; flexible spending accounts (FSAs) and health savings accounts (HSAs); and wellness programs. Additional benefits may include paid parental leave, military leave, vacation and other paid time off, sick leave in accordance with applicable state laws, and paid holidays. Benefit offerings are subject to eligibility requirements, legal limitations, and may vary based on an Associate's location and employment status. For more information about Associate benefits, please visit https://www.wsfsbank.com/about/careers/

WSFS Bank is inclusive and supportive of individual needs. If you have a physical or other impairment that might require an accommodation, including technical assistance with the WSFS Bank Careers website or submission process, please contact us via email at careers@wsfsbank.com.

WSFS is an equal opportunity employer. We do not discriminate based upon race, religion, color, national origin, gender (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.