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

Claims Attorney/Litigation Manager

Job Summary

Our client is seeking a highly skilled and experienced Claims Attorney/Litigation Manager specializing in Primary and Excess Directors & Officers, Fiduciary and Employment Practice Liability claims to join their team. This hybrid role offers the opportunity to work in a dynamic and collaborative environment, with a focus on proactive claim management, legal expertise, and delivering exceptional results.

Responsibilities:

• Handle claims proactively to achieve optimum payout results by resolving claims fairly, expeditiously and economically.
• Assess coverage issues on claims and issue appropriate coverage letters/documentation in required timeframe.
• Complete timely investigation of claim and post appropriate reserves.
• Proactively manage outside counsel on litigated claims.

Qualifications/Requirements:

• B.A. plus 6+ years of claim-handling and/or comparable legal experience with a concentration in the handling of Primary and Excess Directors & Officers, Fiduciary and Employment Practice Liability claims.
• J.D. strongly preferred.
• Be proactive in initial investigation, claim handling, attorney management, and resolution.
• Superior communication skills to work effectively with insureds, underwriters and claimants.

Compensation Package:

• Base Salary: $120,000 - $175,000 per year
• Annual bonus plans
• Comprehensive medical, dental and vision benefits
• Employee stock ownership plan (ESOP)
• 401(k)
• Flexible & hybrid work arrangements

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