Agency Accountant

Insurance Agency Accountant/Controller

Job Location: Sarasota, FL

Our client is seeking a qualified Accountant to join their team in a professional and dynamic work environment. The company places a strong emphasis on attracting and retaining top talent to serve their long-term, high-value clients.

Key Qualifications:

• Strong bookkeeping, problem-solving, organization, and attention to detail skills.

Primary Responsibilities:

Accounting:

• Perform full charge accounting tasks, including managing accounts payable and accounts receivable functions.
• Receipt and coding of invoices and processing payments as required.
• Reviewing daily bank activities, updating cash balances, and providing necessary reports.
• Assisting in month-end closing activities.
• Familiarity with agency management financial reporting systems.
• Collaborate with an external CPA to prepare year-end tax returns and review financial statements.

Carrier Payables:

• Handle carrier and broker invoices within specialized software.
• Maintain carrier payables records.
• Collaborate with the team to determine payment schedules based on client and due dates.
• Process payments to carriers and brokers as required.
• Reconcile payable reports with the general ledger.

Operating Payables:

• Process payments for rents, payroll, group insurance premiums, and vendor payables through specialized software.
• Reconcile payable reports with the general ledger.

Accounts Receivable:

• Deposit client payments and transact receipts in the company's financial system.
• Process policy deposits, ACH deposits from premium finance companies, and incoming wire transfers.
• Update and reconcile accounts receivable records and provide data to Account Managers.
• Generate and maintain monthly revenue reports for the leadership team.

Preferred Skills:

• Demonstrated honesty, integrity, and a strong team player.
• Exceptional organizational and detail-oriented skills.
• Proficiency in analytical and independent research.
• Ability to work independently and collaboratively within a team.
• Strong multitasking and task organization capabilities.
• Knowledge of the insurance industry is a plus but not required.
• Effective communication skills with all levels of the organization.

Compensation and Benefits:

• Competitive compensation.
• Paid time off for holidays, vacations, and sick time.
• 401(k) matching.
• Comprehensive medical, dental, and vision insurance (employee's medical coverage premiums are fully covered).
• Short-term disability and group life insurance options.
• Access to legal and financial resources.
• Family-oriented company culture.

Qualifications and Education:

• 5+ years of bookkeeping/accounting experience.
• Prior accounts payable and accounts receivable experience.
• Proficiency in PC applications, including MS Office (Excel, Word, PowerPoint, and Outlook).
• High School Diploma (or equivalent).

Compensation will be determined based on the candidate's relevant experience and qualifications for this position