Financial Operations Specialist I

A company built to serve you. It's your career, Shelter it!

Financial Operations Specialist I

$21.08 – $26.14 minimum starting pay

Job Level: Individual Contributor

Shelter maintains broad salary ranges for its roles in order to account for variations in geographic location, education, training, skills, relevant work experience, business needs and market demands.  Please remember that this range is the starting base pay only and does not consider other components that make up the total rewards package for the position

What You Will Be Doing:

Balance and reconcile bank accounts, cash transaction reports, unprocessed cash slips, and agents leased offices for all Shelter Companies. Investigate problems and out-of-balance conditions, taking corrective action with banks, agents, vendors, auditors, and other departments. Audit disbursement requests and expense reports for compliance with company policies. Create travel management reports as requested. Process personal property reports in 12 states. Assist Accountants with accounting function activities. Analyze statistical data for preparation of management and statutory reports.

Due to the duties and responsibilities of this position, a Credit Bureau Report may be ordered on final candidates.

What We're Looking For:

• Excellent analytical and problem-solving skills.
• Ability to understand computer applications and reports to determine out-of-balance conditions and construct various types of reports.
• Demonstrate the ability to communicate with Accountants, IS Accounting team and others in the Company.
• Ability to accept supervision, follow instructions and work in a harmonious manner with co-workers, supervisors, and outside personnel.
• Experience in Outlook, Teams, Excel, Adobe, Access, Workday, and Mainframe.
• Ability to maintain schedules and work well with others.
• Ability to perform the essential functions of the position, with or without a reasonable accommodation.

Shelter's uncompromising commitment to excellence doesn't stop with our customers. We recognize our employees are what make us a premier organization in the insurance industry. Shelter Employees enjoy such benefits as:

• Health, Dental, Voluntary Vision and Prescription Drug Insurance
• Savings and Profit Sharing 401(k)
• Paid Time Off for Sick and Personal Leave, Vacation and Holidays
• Vitality Wellness Program
• "Dress for Your Day" Dress Code
• Flexible Scheduling
• And much more!

#IND1#

If interested, please apply by:

11/02/2026