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

Job Title: Accounting Manager

The Accounting Manager is responsible for overseeing all aspects of agency financial activity, including general ledger entries, account reconciliations, carrier payables, premium finance tracking, direct bill processing, and commission accounting. The Accounting Manager will also handle client billing matters, support month-end close, and ensure financial accuracy and compliance with internal procedures. Strong accounting fundamentals, attention to detail, and the ability to manage multiple priorities are essential.

Responsibilities:

• Manage carrier payables, agency bill reconciliations, and direct bill transactions
• Reconcile premium finance activity and ensure accurate allocation of payments
• Oversee agency commission tracking and ensure alignment with policy data
• Record journal entries and maintain the agency’s general ledger
• Support monthly and quarterly financial close processes
• Assist in the processing of premium finance agreements
• Prepare required reports and documentation for carrier audits
• Respond to client billing inquiries
• Monitor accounts receivable and follow up on past due balances
• Issue payment reminders and coordinate payment collection
• Process incoming payments and post to client accounts accurately
• Collaborate with account managers and producers to resolve billing discrepancies

Experience and Qualifications:

• Exceptional attention to detail, accuracy, and follow-through
• 2+ years of experience in accounting, bookkeeping for an insurance agency
• Understanding of premium finance, agency vs. direct bill, and commission workflows
• Proficiency in Excel required; Experience with Veruna Salesforce a plus
• Team-oriented with a customer service mindset
• Effective and professional communicator, especially when discussing billing details with clients
• You will be expected to regularly speak with clients to explain invoices, payment terms, and account status

Why Join Us?

• Competitive benefits and salary $70K-$90K (depending on experience)
• Opportunities for career growth and professional development.
• 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