Accountant Insurance

Accountant with Insurance Experience

Needed for an insurance agency located in La Mesa.

• HOURS: 8:30 am – 5:00 pm, Monday - Friday
• DURATION: Direct Hire
• WORKPLACE: On-site
• PAY: Hourly pay depends on experience, $70,000 - $85,000 per year
• BENEFITS: This client offers a full comprehensive benefits package.

• Manage Accounts Receivable, including invoicing, payment posting, collections, and account reconciliations.
• Manage Accounts Payable, including vendor invoice processing, payments, and reconciliations.
• Calculate, reconcile, and process producer and broker commissions.
• Reconcile carrier statements, premium payables, and trust accounts.
• Prepare journal entries, account reconciliations, and monthly financial reports.
• Maintain general ledger accuracy and support month-end and year-end closing processes.
• Assist with budgeting, audits, tax reporting, and financial analysis.
• Ensure compliance with agency accounting procedures and insurance industry regulations.
• Collaborate with agency staff, carriers, vendors, and producers to resolve accounting issues.

• Knowledge of EPIC – intermediate to advanced level.
• The qualified candidate must have recent experience working as an Accountant, within an independent agency environment; minimum three years experience.
• Strong organizational, analytical, and Microsoft Excel skills.
• Proficient with Microsoft Office.
• Will need to have good math skills and be detail-oriented.
• You must be able to use a keyboard and other office equipment.