Accountant / Accounting Manager

Job Summary:

The Accountant/Accounting Manager will play a critical role in managing day-to-day accounting and finance activities within a growing independent insurance agency. This position involves overseeing the agency’s financial operations and ensuring accuracy in all financial reporting. In addition to handling primary accounting responsibilities, the role will take on finance-related projects and initiatives in collaboration with the leadership team, helping to shape the agency’s financial strategy as it grows.

Responsibilities:

• Establish and ensure adherence to effective internal financial controls
• Manage daily accounting transactions, maintaining accurate and organized records and reports
• Record and maintain financial data within agency accounting systems
• Complete all monthly, quarterly, and annual closing/reporting activities
• Oversee cash flow management and related reporting
• Prepare financial reports for leadership and senior management
• Manage accounts payable and receivable, and resolve any reconciliation discrepancies
• Aggregate financial data for tax preparation and coordinate with external accounting firms for audit and tax purposes
• Prepare and maintain budgets and forecasting reports
• Support the agency with special financial projects as assigned

Qualifications / Requirements:

• Bachelor’s degree in Accounting, Finance, or a related field
• Minimum of 5 years of experience in finance and accounting
• Experience with Agency Bill accounting
• Microsoft Excel expertise
• Familiarity with insurance agency accounting processes is preferred
• Experience with the Applied Epic agency management system is preferred

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-DB3

Overview

We are seeking a detail-oriented and organized Administrative Assistant / Bookkeeper to join our team. The ideal candidate will be responsible for providing administrative support while also managing financial records and transactions. This position requires a strong understanding of bookkeeping and accounting principles, as well as exceptional organizational skills.

Responsibilities

• Managing financial transactions, including accounts payable, accounts receivable, and payroll processing
• Reconciling bank statements and financial data
• Maintaining and organizing financial records and documentation
• Assisting with administrative tasks such as scheduling, data entry, and correspondence
• Coordinating with clients, vendors, and internal departments
• Collaborating with the accounting team to ensure accuracy and compliance

Qualifications

• Proven experience as an Administrative Assistant, Bookkeeper, or similar role
• Proficiency in accounting software and MS Office, especially Excel
• Strong understanding of bookkeeping and accounting principles
• Excellent organizational and communication skills
• Ability to multitask and prioritize responsibilities
• Detail-oriented and accurate in handling financial data
• Experience with bookkeeping, insurance, commission, payments, agency billing, AR,  

Day-to-day

• Handling accounts payable and receivable tasks
• Assisting with payroll processing and documentation
• Organizing and filing financial records
• Coordinating administrative tasks and correspondence
• Collaborating with the accounting team to ensure accuracy and compliance

#LI-TR1

INSURANCE AGENCY CONTROLLER – HYBRID/REMOTE

A full-service independent agency specializing in property and casualty insurance is looking for a Controller to join their team!

Role Description

This is a full-time hybrid role for a Controller. The Controller will be responsible for overseeing financial activities, preparing reports, monitoring budgets, and ensuring compliance with regulatory standards. This role will be primarily based in Upstate NY area, with flexibility for remote work as needed.

Qualifications

• Financial Reporting, Budgeting, and Compliance skills
• Experience in managing financial operations and analyzing data
• Knowledge of insurance industry regulations and practices
• Proficiency in accounting software and Microsoft Excel
• Strong analytical and problem-solving skills
• Effective communication and interpersonal abilities
• Bachelor's degree in Accounting, Finance, or related field
• Insurance Accounting Experience Preferred not required

#LI-DL1

INSURANCE AGENCY BOOKKEEPER / ACCOUNTANT – HYBRID REMOTE

Job location: York, PA

Looking for an experienced Insurance Agency Bookkeeper / Accountant for a full time hybrid role that has fantastic Benefits and PTO. Local insurance agency with multiple offices in Pennsylvania is looking for an Insurance Agency Bookkeeper / Accountant to help with all accounting, bookkeeping, and excel projects. Must have at least 2-3 + years’ accounting experience. This role is hybrid.

PRIMARY JOB RESPONSIBLITIES:

• Assist with insurance agency accounting functions - billings, cash receipts, direct bill commissions, month & year-end close, etc.
• Prepare spreadsheets, help with data entry and other miscellaneous reports
• Assist with other Projects as needed

 REQUIREMENTS:

• Bachelor’s degree in accounting preferred
• 2-3 + years of experience in accounting role (required)
• Experience with Microsoft Office - especially Excel
• Excellent communication and organizational skills, with a great attention to detail and follow through capabilities
• Willingness to establish and maintain effective working relationships

Job location: York Pennsylvania - hybrid remote

#LI-OS1