Controller/Accounting Director

An insurance agency in Virginia is seeking a Controller/Accounting Director to join their team and supervise their company's financials. This person should be able to supervise company budgets, trends, acquisitions, devise new procedures, structure compensation plans, assist with implementing protocols, have corporate tax knowledge, and detail financial reporting.

Insurance industry and Applied Epic is preferred.

Responsibilities

• Drive the company’s financials.
• Perform risk management by analyzing the organization’s liabilities and investments.
• Decide on investment strategies.
• Control and evaluate the organization’s plans and capital structure.
• Ensure cash flow is appropriate for the organization’s operations.
• Supervise 4-person department personnel.
• Support and participate with the company Executive team.
• Prepare reliable current and forecasting reports.
• Assist with managing corporate taxes.
• Assist Operations department as needed.
• Reconcile other partnerships our agency has.

Skills

• Proven experience as finance officer/controller or relevant role.
• In depth knowledge of corporate financials.
• Excellent knowledge of data analysis and forecasting methods.
• Proficient in the use of MS Office. (Applied Epic insurance software knowledge is a plus)
• Ability to strategize and solve problems.
• Strong leadership and organizational skills.
• Excellent communication, detail and people skills.
• An analytical mind, comfortable with numbers.
• Insurance industry is a plus

Benefits:

• Competitive Salary: $95,000-$120,000
• 401K ER matching
• Medical, Dental, Vision, Voluntary, and ER Paid benefits offered
• Paid Time Off

Schedule:

• Monday to Friday 8:30-5
• Hybrid 3 days in/2 days remote

#LI-ET1

Accounting Account Manager

Job Summary
Seeking a detail-oriented and proactive Accounting Account Manager to oversee the full lifecycle of payables, commissions, and agency bill workflows. This role is designed for a technical accounting professional who thrives in the insurance brokerage environment and enjoys managing financial operations across multiple entities.

Location: Greater Cleveland, OH Area – Hybrid
Salary: $60,000 – $65,000

Responsibilities

• Process and manage vendor invoices across multiple entities, ensuring accuracy, proper coding, and timely payment
• Reconcile vendor statements and independently resolve discrepancies
• Maintain vendor records, payment schedules, and supporting documentation
• Assist with month-end close activities, including payable accruals
• Prepare, calculate, and process producer and agency commission statements
• Ensure commission calculations align with producer agreements and applicable arrangements
• Investigate and resolve commission discrepancies in collaboration with internal teams
• Maintain accurate and auditable commission documentation
• Oversee outsourced agency bill service provider related to carrier and premium transactions
• Apply and reconcile agency bill activity within AMS360
• Support agency bill account reconciliations and variance resolution 
• Utilize AMS360 for agency bill and commission workflows
• Generate payable, commission, and agency bill reports as needed
• Maintain organized, audit-ready financial records
• Document procedures and ensure consistent execution across entities

Qualifications/Requirements

• 3 – 5 years of accounting or accounts payable experience within an insurance agency or brokerage required
• Multi-entity or multi-office agency experience strongly preferred
• Hands-on AMS360 experience required
• Associate’s degree in Accounting, Business, Finance, or related field preferred; equivalent insurance agency accounting experience may substitute
• Strong understanding of insurance commission structures and agency bill workflows
• High attention to detail and accuracy
• Ability to work independently and resolve issues with minimal oversight
• Strong documentation and process management skills

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-JM1

Accounting Associate – Direct Bill Commission

Job Summary

An established and nationally recognized insurance brokerage is seeking an Accounting Associate – Direct Bill Commission to support accounting and operational functions. This role focuses on the accurate recording, reconciliation, and resolution of direct bill commissions across both Property & Casualty and Life & Health lines.

This position offers strong long-term growth potential and exposure to a specialized area of insurance accounting within a stable, growth-oriented environment.

Responsibilities

• Record and reconcile direct bill commission statements for Property & Casualty and Life & Health lines
• Match carrier commission statements to payments received and identify discrepancies
• Research and resolve commission-related issues in collaboration with internal departments and carriers
• Process commission return payments and adjustments
• Maintain and update carrier banking information related to commission activity
• Partner with internal accounting teams and external vendors to ensure accuracy and compliance
• Support ongoing process improvements within a fast-paced, growth-focused environment

Qualifications/Requirements

• 2+ years of accounting experience; accounts receivable or accounts payable experience preferred
• Strong proficiency in Excel, including reconciliations and data review
• Insurance agency experience preferred
• Experience with EPIC agency management system highly preferred
• Detail-oriented with strong organizational and analytical skills
• Comfortable handling sensitive financial information

Compensation Package

• Base salary: $55,000 – $65,000

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-JL2

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

Job Summary

An established and growing insurance organization is seeking an experienced Insurance Accounting Specialist to support core payable and commission accounting functions across one or more agency entities. This senior individual contributor role is responsible for vendor payables, producer commissions, and agency bill transactions while ensuring compliance with internal controls, carrier requirements, and audit standards. The position requires strong insurance agency accounting experience and hands-on proficiency with Applied Epic, with the ability to independently manage complex workflows across multiple entities.

Responsibilities

• Process and manage vendor invoices across multiple entities, ensuring accuracy, proper coding, and timely payment
• Reconcile vendor statements and independently resolve discrepancies
• Maintain vendor records, payment schedules, and supporting documentation
• Assist with month-end close activities, including payable accruals

• Prepare, calculate, and process producer and agency commission statements
• Ensure commission calculations align with producer agreements and applicable arrangements
• Investigate and resolve commission discrepancies in collaboration with internal teams
• Maintain accurate and auditable commission documentation

• Oversee outsourced agency bill service provider related to carrier and premium transactions
• Apply and reconcile agency bill activity within Applied Epic
• Support agency bill account reconciliations and variance resolution

• Utilize Applied Epic for agency bill and commission workflows
• Process payables using automation tools such as Ramp (or similar systems)
• Generate payable, commission, and agency bill reports as needed
• Maintain organized, audit-ready financial records
• Document procedures and ensure consistent execution across entities

Qualifications/Requirements

• 5+ years of accounting or accounts payable experience within an insurance agency or brokerage required
• Multi-entity or multi-office agency experience strongly preferred
• Hands-on Applied Epic experience required
• Associate’s degree in Accounting, Business, Finance, or related field preferred; equivalent insurance agency accounting experience may substitute
• Experience with AP automation platforms such as Ramp preferred
• Strong understanding of insurance commission structures and agency bill workflows
• High attention to detail and accuracy
• Ability to work independently and resolve issues with minimal oversight
• Advanced Excel and accounting system proficiency
• Strong documentation and process management skills

Compensation Package

• Base salary typically ranging from $65,000 – $85,000, commensurate with experience
• Discretionary bonus target of approximately 5% – 10% of base salary
• Comprehensive health benefits
• 401(k) with company match
• Flexible PTO
• Opportunities for growth and advancement

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

Overview
A well-established insurance agency is seeking an experienced accounting professional to step into a leadership role overseeing the day-to-day accounting function. This is a hands-on opportunity for someone who enjoys managing operations while mentoring a small team in a collaborative, stable environment. The position plays a key role in maintaining strong financial processes and supporting the agency’s long-term growth. Prior accounting experience within an insurance agency strongly preferred as well as experience with AMS360. 

Key Responsibilities

• Oversee and manage all accounting operations for the agency

• Lead, mentor, and support a small accounting team

• Manage Direct Bill and Agency Bill processes

• Oversee vendor payables and cash management

• Lead month-end close, general ledger, forecasting, and financial reporting

• Prepare and review producer statements and commission calculations

• Manage payroll processing and related reporting

• Ensure accuracy, timeliness, and compliance across all financial activities

• Partner with leadership on financial reporting and operational initiatives

• Support and optimize system utilization within AMS360

Qualifications

• Prior accounting experience within an insurance agency strongly preferred

• Experience with AMS360 highly desirable

• Demonstrated ability to manage accounting functions and supervise staff

• Strong attention to detail with the ability to work independently

• Hands-on, solutions-oriented mindset

Location
Fresno, CA (Hybrid – in-office Tuesday–Thursday)

Compensation & Benefits

• Salary commensurate with experience + $10K year-end bonus

• 100% employer-paid medical (UHC)

• Robust PTO program

• 401(k) with dollar-for-dollar match up to 4%

#LI-ET1