Job Title: Insurance Accounting Specialist (Accounts Payable & Commissions)

Our client is seeking an Accounting Specialist to join their growing team. The Insurance Accounting Specialist is responsible for managing core payable and commission accounting functions across one or more agency entities. This role ensures the accurate processing of vendor payables, producer commissions, and agency bill transactions, while maintaining compliance with internal controls, carrier requirements, and audit standards. This is a senior individual-contributor role requiring strong insurance agency accounting experience, Applied Epic proficiency, and the ability to independently manage complex workflows across multiple offices or agencies. Hybrid in office 2–3 days per week 

Insurance industry and Epic experience required. You will be responsible for vendor payables, commissions, and agency payables.

Responsibilities:

Accounts Payable & Vendor Management

• Process and manage vendor invoices across multiple agencies, ensuring accuracy, proper coding, and timely payment
• Reconcile vendor statements and resolve discrepancies independently
• Maintain vendor records, payment schedules, and supporting documentation
• Coordinate with accounting leadership on month-end close and payable accruals

Commission Reporting & Payables

• Prepare, calculate, and process producer and agency commission statements
• Ensure commission calculations align with producer agreements and acquisition-specific arrangements
• Investigate and resolve commission discrepancies in coordination with carrier relations and accounting
• Maintain auditable commission documentation

Agency Bill Payables

• Supervise outsourced agency bill service provider for agency bill payments, including carrier and premium-related transactions
• Be able to apply and reconcile agency bill activity accurately within Applied Epic
• Assist with agency bill account reconciliations and variance resolution

Systems, Reporting & Controls

• Utilize Applied Epic for agency bill and commission workflows
• Use Ramp and related tools for payable processing (preferred)
• Generate payable, commission, and agency bill reports as needed
• Maintain organized, audit-ready financial records
• Document procedures and ensure consistent execution across agencies

Qualifications:

• Experience - 5+ years of accounting or accounts payable experience within an insurance agency or brokerage (required) - Multi-office or multi-entity agency experience (strongly preferred) - Hands-on Applied Epic experience (required)
• Education - Associate’s degree in Accounting, Business, Finance, or a related field preferred - Equivalent insurance agency accounting experience may substitute for formal education
• Certifications & Systems - Applied Epic required - Ramp or similar AP automation experience preferred
• Skills & Competencies - Strong understanding of insurance commissions and agency bill workflows - High attention to detail and accuracy - Ability to work independently and resolve issues without excessive escalation - Strong Excel and accounting system proficiency - Ability to document and follow standardized processes

Compensation Package:

• Competitive salary commensurate with experience, typically $65,000–$85,000, with discretionary bonus target 5-10% of base salary
• Great health benefits, 401k with company match, flexible PTO
• Opportunity for growth and advancement in a dynamic organization. 
• A supportive and innovative team environment.

Disclaimer: Please note that this job description may not cover all duties, responsibilities, or aspects of the role, and it is subject to modification at the employer's discretion.

#LI-ET1

Commercial Insurance Marketer

Established agency seeking a detail-oriented person who demonstrates clear knowledge and understanding of commercial lines insurance coverage. 

The ideal candidate will have the following qualifications:

• Experience working with commercial lines policies, including Property, Workers Comp, Auto, General Liability, etc.
• Prior experience in a client facing role, building and maintaining relationships.
• Ability to handle new and renewal business.
• Ability to review insurance contracts for accuracy. 
• Complete and prepare certificates, proposals, policy summaries, and reviews.
• Ability to work independently or as part of a team to support sales and drive agency revenue.
• Apply problem solving techniques to various issues including cancellations, claims, renewal issues, audits, receivables, carrier issues.
• Experience in brokerage setting.
• Carry an active P&C license.

Disclaimer: Please note that this job description may not cover all duties, responsibilities, or aspects of the role, and it is subject to modification at the employer's discretion.

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Personal Lines Associate Account Manager

Job Summary

Seeking a detail-oriented and motivated Personal Lines Associate Account Manager to support clients by managing personal insurance accounts and helping navigate individual insurance needs. This role involves collaborating with account managers and clients to build trusted relationships, provide exceptional service, and ensure accuracy in account management.

Responsibilities

• Assist Account Managers in managing and servicing personal lines insurance clients with professionalism and efficiency.
• Handle administrative tasks such as processing renewals, endorsements, policy changes, and billing inquiries.
• Maintain up-to-date and accurate client records in the company’s database.
• Respond promptly to client inquiries via phone, email, or in person, delivering outstanding customer service.
• Collaborate with insurance carriers to obtain quotes and provide recommendations to clients.
• Support the preparation of policy reviews and insurance proposals for clients.
• Track deadlines and ensure timely submission of all required documents.
• Identify opportunities for upselling or cross-selling additional insurance products based on client needs.
• Stay informed about insurance market trends, products, and relevant regulations.
• Foster an environment of continuous improvement by identifying inefficiencies in workflows and recommending solutions.

Qualifications/Requirements

• Education & Experience:

  • High school diploma or equivalent required. Bachelor’s degree in Business, Finance, or related field is a plus.
  • Previous experience in insurance, customer service, or administrative roles, such as an Account Assistant or similar position.
  • Holds an active P&C (Property and Casualty) insurance license.

• Skills & Competencies:

  • Strong communication and interpersonal skills to maintain positive client relationships.
  • Exceptional organizational and time-management abilities with attention to detail.
  • Proficiency in insurance management software and Microsoft Office Suite (Word, Excel, Outlook).
  • Ability to multitask in a fast-paced environment and prioritize competing deadlines.
  • Analytical and problem-solving mindset with a client-focused approach.

Disclaimer: Please note that this job description may not cover all duties, responsibilities, or aspects of the role, and it is subject to modification at the employer's discretion.

#LI-DR1

Personal Lines Account Manager

Job Summary

Seeking a dedicated and experienced Personal Lines Account Manager to join a dynamic team. This role is an excellent opportunity for a motivated individual to manage a significant book of business, provide exceptional customer service, and contribute to the growth of a well-established and nationally expanding insurance agency. The ideal candidate will have a strong background in personal lines insurance, excellent communication skills, and a passion for delivering outstanding client experiences.

Compensation Package

• Salary Range: $45,000 - $60,000 (depending on experience)
• Incentives: 20% commission on new business
• Benefits: Competitive benefits package, 401(k), paid time off, professional development opportunities, etc.

Responsibilities

• Manage a book of business, provide end-to-end servicing of personal lines accounts, including quoting, renewing, cross-selling, and upselling.
• Build and maintain strong client relationships through effective communication and exceptional customer service.
• Utilize EPIC software to manage accounts efficiently (prior experience with EPIC is a plus).
• Collaborate with team members to ensure a seamless and productive work environment.
• Support the agency's growth by identifying opportunities for new business and contributing to the overall success of the team.

Qualifications/Requirements

• Licenses/Certifications: Property & Casualty (P&C) license required.
• Experience:
  • 2-3+ years of experience in an insurance agency is preferred.
• Technical Skills: Familiarity with EPIC software is highly desirable.
• Soft Skills:
  • Strong communication and phone skills.
  • Team-oriented with a positive attitude.
  • Excellent organizational and multitasking abilities.
  • A proactive and customer-focused mindset.

#LI-TS1

Commercial Lines Account Manager

Job Summary

Seeking a dedicated and experienced Commercial Lines Account Manager to join a team. This role is integral to operations, focusing on managing small business accounts and providing exceptional service to clients. The ideal candidate will have a strong background in commercial insurance, excellent organizational skills, and a proactive approach to client management. This is an in-office position, offering the opportunity to work in a laid-back yet professional environment where results and dedication are highly valued.

Compensation Package

• Salary Range: $55,000 - $80,000 annually, commensurate with experience.
• Benefits: Comprehensive benefits package available.

Responsibilities

• Manage a book of business with revenue between $2M-$3M, focusing on small business accounts with policy sizes ranging from $0-$50K.
• Quote new and renewal business, ensuring accuracy and timeliness.
• Provide exceptional customer service to clients, addressing inquiries and resolving issues promptly.
• Collaborate with the Commercial Lines Department Manager and team to meet departmental goals.
• Maintain accurate records and documentation using AMS360 software.
• Stay updated on industry trends and regulations to provide informed advice to clients.

Qualifications/Requirements

• Licenses: Active 2-20 license is required.
• Experience: Minimum of 3 years of experience in commercial lines account management.
• Technical Skills: Proficiency in AMS360 software is preferred.
• Soft Skills:
  • Strong organizational and time management skills.
  • Excellent communication and interpersonal abilities.
  • Detail-oriented with a commitment to accuracy.
  • Proactive problem-solving skills.
  • Ability to work effectively in a team-oriented environment.
• Work Environment: This is an in-office position. Candidates must be able to commute to the office daily.

#LI-TS2

Commercial Lines Account Manager

Job Summary

Seeking a highly motivated and experienced Commercial Lines Account Manager to join a growing team. This is an exciting opportunity to work in a collaborative and dynamic environment with a company that has experienced tremendous growth in recent years. The ideal candidate will have a strong background in commercial insurance, excellent client service skills, and the ability to manage a diverse portfolio of accounts.

Compensation Package

• Salary: $70,000 - $80,000 annually, commensurate with experience.
• Benefits: Comprehensive benefits package, including health insurance, 401(k), and paid time off (PTO).
• Work Schedule: Hybrid work model – Monday and Friday remote, Tuesday through Thursday in-office. Initial training will be conducted onsite.

Responsibilities

• Manage a portfolio of small to middle-market commercial accounts, handling all lines and coverages.
• Provide exceptional daily client service, including renewals and addressing client inquiries.
• Assist with quoting new and renewal business, with the majority of marketing handled by a Senior Marketing Account Manager.
• Collaborate with a team of professionals to ensure client satisfaction and account retention.
• Utilize Applied EPIC software for account management and documentation.
• Maintain accurate and up-to-date records in compliance with company policies and procedures.

Qualifications/Requirements

• Licenses/Certifications: Property & Casualty (P&C) license required.
• Experience: Minimum of 5 years of experience in commercial insurance.
• Technical Skills: Proficiency in Applied EPIC software and basic knowledge of Microsoft Excel.
• Work Environment: Ability to work in a hybrid model, with in-office presence required on Tuesdays, Wednesdays, and Thursdays.

#LI-EL1

Personal Lines Account Manager

Job Summary

Seeking a highly skilled and experienced Personal Lines Account Manager to join a team. The ideal candidate will be responsible for managing a diverse book of business, maintaining strong relationships with clients, producers, and insurance carriers, and providing exceptional service to ensure client satisfaction. This role requires a detail-oriented professional with extensive knowledge of personal lines insurance and a commitment to excellence.

Compensation Package

• Competitive salary: $70,000 - $80,000 annually
• Comprehensive benefits package, including 401(k)
• Flexible hybrid work schedule (2 days in-office, 3 days remote)
• Company-provided equipment for remote work

Responsibilities

• Renewal Processing: Oversee the entire renewal process, including incidental marketing of accounts, preparation for marketing, annual review summaries, and presentation/proposal preparation.
• Policy Checking: Review and verify the accuracy of insurance policies upon receipt from carriers.
• Client and Carrier Meetings: Participate in meetings with clients and carriers as needed to maintain strong relationships and address service issues.
• Claims Liaison: Act as a liaison between clients and claims service consultants to ensure efficient claims handling.
• Client Support: Provide expert guidance on insurance coverages and address client inquiries, ensuring the agency is protected from potential Errors & Omissions (E&O) exposure.
• Data Management: Maintain accurate client data in the agency management system and ensure all follow-up procedures and deadlines are met.
• Special Projects: Contribute to additional projects and research as assigned by management.

Qualifications/Requirements

• Experience: 3-5 years of Personal Lines Insurance Agency experience with a solid understanding of personal lines insurance.
• Licensing: Active Georgia Agents Property & Casualty Insurance License is required.
• Education: High School Diploma or equivalent.
• Technical Skills: Proficiency in EPIC software is highly preferred.
• Soft Skills: Strong interpersonal skills, including active listening, patience, empathy, and the ability to build and maintain relationships. Must be detail-oriented, organized, and capable of multitasking.
• Professional Attributes: Independent judgment, extensive insurance coverage knowledge, basic accounting knowledge, and the ability to take initiative.

#LI-DR1