Staff Accountant

We are seeking an experienced, motivated, and detail-oriented Senior Staff Accountant to join our growing insurance agency. This position plays a key role in the day-to-day accounting operations of the company and is ideal for someone who enjoys taking ownership of their work, solving problems, and contributing to a collaborative team environment.

The ideal candidate is flexible, proactive, and willing to take on a variety of accounting responsibilities while continuously looking for ways to improve processes and efficiencies.

Primary Responsibilities

• Manage the full accounts payable process, including invoice processing and vendor payments.
• Oversee accounts receivable functions, including invoicing, collections, and customer account reconciliation.
• Deposit and accurately record client payments and insurance carrier commission checks.
• Record and reconcile daily bank activity.
• Prepare, review, and post journal entries.
• Perform monthly and year-end general ledger account reconciliations.
• Assist with month-end and year-end closing processes.
• Process and reconcile agency bill transactions.
• Reconcile direct bill commission statements and investigate discrepancies.
• Work with insurance carriers and internal teams to resolve billing, commission, and accounting issues.
• Assist with accounting functions related to Applied Epic, Ascend, or other agency management systems (experience preferred but not required).
• Research and resolve accounting discrepancies while identifying opportunities to improve processes and internal controls.
• Maintain accurate financial records and supporting documentation.
• Assist with audits, financial reporting, and special accounting projects.
• Support the accounting department with various responsibilities as assigned.

Qualifications

• 5+ years of bookkeeping and/or accounting experience required; insurance agency accounting experience is a strong plus.
• Associate's or Bachelor's degree in Accounting, Finance, or a related field preferred.
• Strong understanding of generally accepted accounting principles (GAAP).
• Experience with accounts payable, accounts receivable, bank reconciliations, journal entries, and general ledger reconciliations.
• Experience with agency bill accounting, direct bill commissions, or insurance accounting is highly desirable.
• Experience with Applied Epic, Ascend, or similar agency management/accounting systems is a plus.
• Advanced proficiency in Microsoft Excel and experience with accounting software.
• Excellent analytical, organizational, and problem-solving skills.
• High level of accuracy, attention to detail, and ability to manage multiple priorities.

What We're Looking For

The successful candidate will be:

• A team player with a positive, can-do attitude.
• Flexible and adaptable to changing priorities and business needs.
• Self-motivated and capable of working independently with minimal supervision.
• Someone who takes initiative, thinks critically, and isn't afraid to ask questions or suggest improvements.
• A proactive problem solver who enjoys thinking outside the box and finding more efficient ways to accomplish tasks.
• Dependable, professional, and committed to maintaining the highest level of confidentiality and integrity.

Why Join Us?

We're a family-owned insurance agency that values teamwork, accountability, and continuous improvement. Our employees have the opportunity to make a meaningful impact, contribute new ideas, and grow professionally in a collaborative and supportive environment. If you're looking for a position where your experience is valued and your contributions make a difference, we'd love to hear from you.