Current Openings

Staff Accountant

We are seeking a detail oriented and motivated Staff Accountant to join our Finance & Accounting team. This role is critical to ensuring the accuracy of our accounting records, commission revenue, carrier settlements, and compliance reporting. The ideal candidate brings strong analytical skills, an accounting foundation, and a desire to learn the nuances of insurance agency financial operations.

Candidates with insurance industry experience—or a background in commissions, direct bill, or tax filings—will excel in this position.

RESPONSIBILITIES:

Core Accounting & Reconciliation

  • Enter daily bank deposits and ensure accurate posting
  • Enter daily disbursements into system
  • Manage all carrier payables, including matching statements, follow up on billing discrepancies with account managers, and reconciling to GL
  • Perform month-end close procedures, bank rec, and prepare GL account reconciliations
  • Maintain asset records and support fixed-asset accounting
  • Assist with acquisition integration

    • Commission Processing

    • Manage carrier downloads and ensure proper integration into the management system
    • Enter Property & Casualty commission statements and reconcile commissions received vs. commissions expected
    • Run monthly reports for missing commissions; work with carriers to resolve discrepancies
    • Pull employee personal policy commission reports and process payouts accordingly
    • Process payments for outside producers
    • Track client deposits for month-end commission transfers from the trust account
    • Manage employee referral commissions, paying out as commissions are received

      • Tax & Regulatory Filings

      • Prepare and file Monthly Sales & Use Tax
      • Complete Quarterly Federal Excise Tax (FET) and Multiple Worksite filings

        • Reporting & Analysis

        • Generate AR aging reports sending to producers and account managers. Follow up on client returns
        • As needed prepare internal schedules, supporting documentation, and reports for management

          • Audit Support

          • Assist with annual audit preparation, workpapers, and supporting schedules

            • QUALIFICATIONS:

            Required

            • Bachelor’s degree in Accounting, Finance, or related field
            • Strong Excel skills (VLOOKUP/XLOOKUP, pivot tables, if/then statements, reconciliations)
            • High attention to detail with the ability to manage multiple deadlines
            • Ability to work in a fast-paced environment and maintain accuracy under pressure

              • Preferred

              • Experience in an insurance agency or financial services environment
              • Familiarity with: Commission Processing, Direct bill and agency bill workflows, Sales &use tax filings and FET or similar regulatory filings
              • Experience with agency management systems (e.g., Applied Epic, AMS360, etc)

                • Soft Skills

                • Strong analytical and problem-solving skills
                • Excellent communication and follow-through
                • Ability to work collaboratively with sales, operations, and accounting teams
                • Proactive mindset with a commitment to continuous improvement

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