Job Description

A growing, independent insurance agency in The Woodlands, TX, is seeking a detail-oriented and proactive Accountant to join their team and help manage their financial operations efficiently. This is a key role with responsibility for ensuring timely broker payments, accurate reconciliations, and overall financial integrity.

JOB RESPONSIBILITIES:

• Accounting & Bookkeeping: Manage day-to-day accounting operations including journal entries, deposits, withdrawals, and general ledger maintenance.
• Broker Payments: Ensure timely and accurate broker payments and tracking.
• Reconciliations: Perform regular bank and premium reconciliations.
• Direct Bill Commission Tracking: Accurately track and record direct bill commissions.
• Premium Management: Monitor and follow up on missing or outstanding premiums.
• Backlog Cleanup: Tackle a 6-month backlog of accounting records and bring accounts up to date.
• Reporting: Generate and analyze financial and operational reports from Applied EPIC and other sources as needed.
• System Use: Utilize Applied EPIC daily for financial tracking, reporting, and reconciliation.
• Compliance & Audit: Ensure compliance with internal controls and prepare for potential audits.

REQUIREMENTS:

• Experience:
  • 3+ years of accounting experience, preferably in an insurance agency setting.
  • Applied EPIC experience is required.
• Skills:
  • Strong attention to detail and organizational skills.
  • Proficiency in Microsoft Excel and other financial tools.
  • Ability to manage multiple priorities and meet deadlines.
  • Clear communication skills and the ability to work independently.
• Education:
  • Associate's or Bachelor's degree in Accounting, Finance, or related field preferred (or equivalent experience).

COMPENSATION AND SCHEDULE:

• $65,000-$75,000 based on experience
• Medical, dental, vision benefits offered

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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