Insurance Agency Senior Level Accounting position
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Job Description
- 401(k) matching
- Company parties
- Competitive salary
- Dental insurance
- Free food & snacks
- Health insurance
- Vision insurance
- Ensure all transactions involved in the complete accounting cycle for an insurance office are recorded with utmost accuracy.
- Insurance Software- AMS 360 Experience helpful-
- Prepare financial statements and supporting schedules monthly.
- Reconcile bank statements.
- Ensure accounting best practices and company policies are maintained.
- Perform customer service functions by answering client accounting questions and requests.
- Perform other tasks as assigned.
- Tasks to include::
- Payroll, employer and employee benefit administration
- 401k, and HSA contributions
- Audit producer commissions. EOY 1099s
- Accounts payable and receivable
- Reconcile direct and agency bill statements
- Review of General Ledger and journal entry
- Manage and implement budget
- Assist in company financial and personnel decisions
- Hire staff for all Texas locations
- Annual employee reviews and write benefit statements
- Negotiate with vendors including company benefits
- Setup and maintain company accounts
- Human Resource
- 4-year degree preferred.
- 5+ years experience in Accounting/Bookkeeping (or combination of education and experience).
- Strong interpersonal skills with a customer-service focus.
- Complete working knowledge of accounting cycle and bank reconciliations and insurance accounting processes.
- Exceptional analytical and problem-solving skills. Attention to detail, accuracy, and multi-tasking is essential.
- Ability to use PC and widely used software packages, including spreadsheets (Excel).
- Ability to work cooperatively and collaboratively within a team.
- Ability to act and operate independently with minimal daily direction from the manager to accomplish objectives.
- Excellent verbal and written communication skills.
- Must have the ability to build and maintain strong relationships with clients.
- Ability to learn industry-specific software programs.
- Ability to work and react quickly in a fast-paced environment.
YOUR FUTURE as an Independent Insurance Agent Starts Here
If you’re looking for a career that offers flexibility, job stability, strong compensation, and more, then you’ve come to the right place! Working with a CAA member agency is a great career choice!
CAA's members are comprised of over 90 independent insurance agencies located throughout 9 states, TX, OK, KS, NE, CO, MO, IA, SD, & AR. Many of these agencies are actively hiring to fill vacant positions so there is a good chance that there is a job opening near you!
With an upcoming worker shortage in the insurance industry due to the retirement of many veteran insurance agents, the demand for insurance professionals is growing every day! Is this career right for you?
Automate your job search with Sonara.
Submit 10x as many applications with less effort than one manual application.