Independent insurance agency outside of Atlanta is seeking an Accounting Assistant to join their growing team! Candidates can sit in Birmingham, AL, Atlanta, GA area or remote in the Southeast. 

MUST HAVE APPLIED EPIC AND INSURANCE AGENCY EXPERIENCE! 

Responsibilities:

• Obtaining monthly agency bill and direct bill statements and sending to corporate accounting team.
• Ensuring bank transactions are accounted for appropriately.
• Timely submission of corporate credit card transactions to corporate team (via Concur)
• Timely submission of vendor payable invoices to Corporate team
• Run production and commission reports for producers.
• Ensure premium finance funds flows are accounted for correctly.
  
  

Qualifications/Requirements:

• 3+ years of experience as an Agency Accountant/Accounting Assistant within the insurance sector
• Bachelor’s degree in Accounting  preferred
• Thorough understanding of accounting principles and procedures.
• Exceptional attention to detail and commitment to confidentiality.
• Must have Applied Epic experience.

Compensation Package:

• Salary: $60K-$75K, depending on experience and qualifications.
• Benefits: Includes comprehensive vacation/sick time, health & vision insurance paid at 70%, 401(k) match, profit sharing, life insurance, and long-term disability coverage.

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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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Job Title: Accountant II

Our client is seeking an Accountant to join their growing team. This role will support the Finance Reporting team by maintaining accurate financial records, verifying ledgers, and providing timely management reports. The position also involves researching, interpreting, and communicating information related to investment, reinsurance, asset management, claims, and premium reporting.

Responsibilities:

• Record investment transactions, reconcile custody statements, and prepare periodic investment reports.
• Research and resolve data, reconciliation, and reporting issues related to claims, premiums, and billing.
• Balance monthly financial statements by recording accrual transactions; identify and resolve inconsistencies.
• Apply statutory accounting principles in preparing quarterly and annual reports using statutory reporting software.
• Upload financial results into dashboards and budgeting systems; create and distribute monthly budget reports, analyze variances, and post correcting entries.
• Record affiliate reimbursements and chargebacks; verify calculations, authorizations, and resolve discrepancies.
• Organize and monitor prepaid expenses, including amortization and ledger reconciliations.
• Prepare and file estimated tax payments, premium tax returns, sales and use tax filings, and related assessments.
• Review invoices for accounting accuracy, proper authorization, and sales tax compliance.
• Occasionally reconcile bank statements, claims checks, and custodial statements; investigate discrepancies as needed.
• Occasionally process reinsurance transactions, including claims activity reviews, payables, and recoveries.
• Collaborate with finance and customer service teams on billing, receivables, and deposit-related concerns.

Education, Experience, and Qualifications:

• Bachelor’s degree in accounting, finance, or business administration with an emphasis in accounting.
• 2–3 years of general business, insurance, or related experience.
• CPA designation preferred.
• CPCU and/or AIAF designations preferred.
• Strong detail orientation, communication, and problem-solving skills.
• Proficiency in Microsoft Office, with advanced Excel skills.

Compensation Package:

• Salary range: $70K–$80K (depending on experience) + bonus.
• Comprehensive health benefits, 401(k) with company match, and flexible PTO.
• Professional growth and development opportunities.
• 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.

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Job Title: Senior Accountant

A growing insurance organization is seeking a Senior Accountant to join the Finance Reporting team. This role will assist with maintaining accurate financial records by inputting transactions, verifying ledgers, and producing timely management reports. The position will also involve researching, interpreting, and communicating information related to financial statements, budgeting, and reinsurance matters. An active CPA designation is required.

Responsibilities:

• Document, compute, and process reinsurance transactions; review claims activity for potential reinsurance applications; calculate and record reinsurance payables and recoveries.
• Assist in compiling and reporting the annual budget, including consolidating departmental input and calculating corporate budget items.
• Prepare monthly, quarterly, and annual financial reports, reinsurance reports, and other filings required by state insurance departments.
• Conduct reinsurance calculations and reconcile results, researching discrepancies and resolving issues related to the Reinsurance Masterfile.
• Provide analysis to support negotiations of new or modified reinsurance contracts.
• Assist in maintaining corporate insurance policies, lease financing activity, and business continuity planning.
• Represent the finance department on committees related to financial systems or reinsurance programs.
• Prepare and file tax payments, premium tax returns, sales and use tax statements, and other premium-related reports.
• Review invoices and journal entries for proper accounting and authorization; scan supporting documentation for retention.
• Perform monthly reconciliations, accrual transactions, and budget uploads as needed, analyzing variances and recording correcting entries.
• Record affiliate reimbursement and chargeback transactions, ensuring accuracy, authorization, and resolution of discrepancies.

Education, Experience, and Qualifications:

• Bachelor’s degree in accounting, finance, or business administration (with an accounting emphasis).
• Active Certified Public Accountant (CPA) designation required.
• 3–5 years of relevant business, insurance, or related experience.
• Experience in insurance accounting strongly preferred.
• MBA, CPCU, AIAF, or ARe designations preferred.
• Strong attention to detail with excellent communication skills.
• Demonstrated budgetary and business planning abilities.
• Proficiency in Microsoft Office, especially Excel.

Compensation Package:

• Salary range: $85K–$100K, plus bonus opportunities
• Comprehensive health benefits, 401(k) with company match, and flexible PTO
• Professional development and career growth opportunities
• Collaborative and supportive 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.

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Job Title: Accountant II – Tax Compliance

Seeking an Accountant with federal tax experience. This role is responsible for analyzing, interpreting, and making decisions on a wide variety of complex federal tax and financial compliance matters. The position will provide timely and accurate financial and tax information to management, tax authorities, regulatory agencies, and auditors.

Responsibilities

• Prepare and review tax workpapers for insurance entities, C corporations, and partnerships.
• Prepare annual and quarterly statutory financial statement tax provisions.
• Apply ASC 740 and SSAP 101 to relevant fact patterns.
• Prepare and coordinate state premium tax returns, municipal tax returns, sales and use tax filings, personal property tax returns, and insurance surcharges.
• Research federal and state tax matters and make recommendations based on findings.
• Identify and implement efficiency and technology improvements to enhance tax processes.
• Assist in developing training materials.
• Respond to federal, state, and local tax notices and related correspondence.
• Calculate tax estimates and accruals.
• Prepare or review tax journal entries.

Education, Experience, and Qualifications

• Bachelor’s degree in accounting, finance, or business administration with an emphasis in accounting.
• 2–3 years of insurance corporate tax experience or public accounting experience.
• Certified Public Accountant (CPA) designation preferred.
• Professional designations such as CPCU or AIAF are a plus.
• Familiarity with tax software and research tools is desired.
• Strong knowledge of ASC 740, SSAP 101, insurance taxation, and partnership taxation.
• Understanding of state corporate tax, premium tax, and policyholder surcharges.
• Strong analytical, research, and process improvement skills.
• Excellent attention to detail, sound judgment, and effective communication abilities.

Compensation Package

• Salary range: $75K–$85K, plus bonus.
• Comprehensive benefits including health coverage, 401(k) with company match, and flexible PTO.
• Professional development and career growth opportunities.
• Collaborative and supportive work 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.

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ABOUT US:

The Jonus Group is a specialized insurance staffing firm that connects top talent with industry-leading clients. We are seeking a Staff Accountant to join our client’s team in Atlanta, GA. This is an opportunity to join a dynamic team in a company that is a leader in the auto insurance space.

The Staff Accountant will be responsible for preparing journal entries in accordance with GAAP and STAT requirements as well as monthly reconciliations. Including clear documentation to support the journal entries as well as thorough consideration for variances within the reconciliations is crucial to succeeding in this role. Specifically, the role will be responsible for the monthly accrual as well as preparing compliance documentation, such as tax payments and other requests by state governments. In addition, the role will assist the team with filing financial statements, premium tax returns, and other statutory filings as required by regulatory agencies according to established deadlines. 

RESPONSIBILITIES:

• Reconcile balance sheet accounts by understanding and documenting the account activity, including identifying variances and providing solutions to ensure the account is appropriately reconciled
• Prepare and enter journal entries into the general ledger and banking module with clear documentation to support the amounts
• Assist with the preparation of the financial statements and other regulatory compliance items, including providing support for the auditors to consider
• Coordinate with the team to ensure that compliance requirements are met, including taking ownership of a portion of the premium tax returns and keeping the compliance calendar up-to-date.

REQUIREMENTS:

• High-level communication skills, especially in asking clear questions
• Organized and strong attention to detail, especially in understanding that cents matter
• Ability to prioritize in order to meet deadlines

• Desire to proactively engage with the team to meet deadlines
• Bachelor's degree in Accounting
• Experience with Microsoft Excel: formulas (e.g. sumif and xlookup) and pivot tables

PREFERRED

• 1 year of experience
• Experience using accounting software, especially Workday

COMPENSATION & BENEFITS

• Excellent opportunities for professional growth and advancement.

   

• Competitive compensation: Between $55,000 - $65,000K (based on experience).

   

• Paid time off and company holidays.

   

• Comprehensive benefits package, including health, dental, vision, 401(k), and more.

ABOUT US:

The Jonus Group specializes in placing top talent within the insurance industry. We are currently seeking an experienced Premium Auditor for one of our esteemed insurance carrier clients. You will perform audits on commercial lines Workers Compensation and General Liability policies, subject to audit upon expiration to verify appropriate classifications, exposures and basis of premium calculations. This in efforts to determine earned premium for the period(s) in question. You will review policyholder financial records, including, but not limited to, federal and state quarterly tax returns, payroll records, financial statements, general ledgers and/or related reports.  In this role, you will consult with policyholders regarding business practices, operations and staff duties while explaining various aspects of the audit to the audit contact.

JOB RESPONSIBILITIES:

• Within the designated territory, meet with the insureds at their place of business, via Teams or by phone, to accurately audit exposures.
• Complete audits by reviewing policyholder financial records, including federal and state quarterly tax returns, payroll records, financial statements, general ledgers and other related documents/reports.
• Determine correct exposures and classifications for use in audit process by applying knowledge of National Council on Compensation Insurance (NCCI), Insurance Services Office (ISO) and other audit-related guidelines.  
• Review, inspect, and investigate any aspect of the business necessary to develop earned premium.
• Prepare detailed reports of audit findings and submits to corporate office.
• Provide description of insured’s business operations to assist underwriter in risk assessment and insurance fraud discussions.
• Resolve any audit dispute through review and research. Perform some mail or telephone audits.
• Complete audit summaries by entering payroll records, quarterly statements, receipts, etc. Schedules future audits and selects travel routes when conducting audits in person (Physical).

Education & Experience:

• Bachelor’s degree in accounting, business or equivalent work experience
• Strong math, bookkeeping and/or accounting aptitude with attention to detail
• Working knowledge of Microsoft Excel and related software platforms
• Knowledge of property and casualty insurance industry and applicable Workers’ Compensation and General Liability regulations and classifications preferred
• Ability to analyze, research and resolve audit issues
• Strong interpersonal and communication skills 
• Ability to work independently as well as with others under minimal supervision needed
• Ability to manage multiple tasks while meeting deadlines
• Travel required; a valid driver’s license with an acceptable motor vehicle report per company standards required if traveling

COMPENSATION:

• $60,000- $85,000/year based on experience
• Full medical benefits
• Flexibility to work remotely **This position can be performed remotely for candidates who reside in Grand Rapids, MI**

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