Agency Accountant

Sarasota, Florida
Oct 18, 2023
Dec 17, 2023
Full Time

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:


  • 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

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