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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Accounts Receivable Specialist 

One of the largest independent insurance agencies in the Southeast is seeking an Accounts Receivable Specialist to join their growing team.
You will be responsible for managing the collection of outstanding premiums from clients by generating invoices, tracking payments, following up on overdue accounts, resolving billing discrepancies, and ensuring timely revenue collection, all while adhering to company policies and insurance industry regulations. Must have insurance agency experience. Must have a keen attention to detail and a strong work ethic.

Essential Functions:

• Data Entry: Manage day-to-day transactions. Inputting financial data into accounting software, such as invoices, receipts, journal entries, and other financial transactions.
• Accounts Receivable: Managing accounts receivable activities, including generating invoices, monitoring payments from customers, reconciling accounts, and following up on overdue payments.
• General Ledger: Assisting with general ledger accounting tasks, such as posting journal entries, reconciling accounts, and ensuring accuracy of financial records.
• Bank Reconciliation: Reconciling bank statements with company records in EPIC to ensure accuracy of cash balances and identify any discrepancies.
• Expense Management: Processing employee expense reports, verifying expenses, and ensuring compliance with company policies and procedures.

Knowledge, Skills, and Experience:

• Strong working knowledge of accounting principles and practices
• 3-5+ years’ experience in an insurance corporate setting preferred
• Proficiency with computerized accounting software and MS Office
• Professional verbal and written communication skills
• Excellent analytical and problem-solving skills with ability to detect inconsistencies
• Strong organizational ability
• Ability to prioritize and self-manage workload

 Education, Licensing and Additional Requirements:

• Bachelor’s degree in accounting or equivalent experience
• Team player, highly motivated and detail oriented
• Quickly adaptable to fast-paced environment
• Ability to maintain confidential information
• Strong work ethic and ability to work independently

Competitive Salary ($65,000-$75,000)
Great Benefits (medical, dental, vision, 401K)
Hybrid position- 2 days a week onsite
Company laptop and monitors provided 

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The Jonus Group is a specialized insurance staffing firm committed to connecting skilled professionals with leading insurance companies. Our client is currently seeking an experienced Finance Business Partner to join their team.  Ideal candidate has experience with accounting, general ledger, budgeting, forecasting, ASC606, balance sheet reconciliations, and variance analysis. 

As the Finance Business Partner, you will play a critical role in managing the financial aspects of the Workers Compensation function, providing strategic insights and financial guidance to support decision-making and optimize the effectiveness of the program. You will serve as a trusted advisor to business leaders, providing financial insight, analysis, and guidance to drive decision-making and business performance. You will work closely with cross-functional teams, ensuring financial goals align with organizational objectives and contribute to long-term growth and profitability.

Key Responsibilities:

Qualifications:

Compensation & Benefits:

• $120,000 - $150,000, but depending on the candidate, there could be room for a slight increase + a 10% discretionary bonus.
• Medical, dental, and vision plans to ensure your health and that of your family.
• A 401k plan with employer matching to help you build a secure financial future.
• Our time-off policies, including Discretionary Time Off for exempt employees and Paid Time Off (PTO) package for non-exempt employees, reflect our commitment to promoting a healthy work environment.
• Paid holidays.
• Life insurance and both short-term and long-term disability plans, providing essential financial protection for you and your loved ones.

This is a fully remote opportunity! 

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Chief Operating Officer

About the Role:
A Dallas based insurance agency in the construction space is seeking a highly skilled Chief Operating Officer to join their growing team. Partnering with the President, the Chief Operating Officer will have overarching responsibility for all day-to-day operations. Ideal candidate has experience running the office for a small to mid-sized insurance agency handling bookkeeping/accounting, HR, IT, etc.  Must have insurance experience, preferably with an agency, wholesaler, or mga.

Key Responsibilities:

● Office Management- assist with running the office. 

● Handle bookkeeping/accounting.

● Has a working knowledge of the agency management software (TAM and Applied Epic).

● Improve daily organization and workflows to ensure maximum operational efficiency.

● Ensures regulatory compliance of the agency.

● Monitor production and monthly goals for all producers. Team of 6-7. 

● Oversees, implements, and refines agency budget and company operations to ensure company targets for revenue and profitability are met.

● Maintains and builds trusted relationships with key customers, partners, vendors, management, and stakeholders.

● Supports the President in all aspects of the business and operations.

Skills:

● 5 + years of COO experience from an insurance agency preferred.

● Property & Casualty agency management system preferably Applied Epic.

● Someone with an accounting background is a must.

● Bachelor’s Degree in accounting preferred

● Strong insurance knowledge.

● Someone computer and tech savvy is a must.

● Creative problem-solving skills along with exceptional time management and attention to detail.

Compensation Package:

● Compensation: Between $125k-$175k (based on experience) + bonus opportunities.

● Competitive benefits package, 401(k), paid time off, professional development opportunities, etc.

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Accounting Manager

Job Description

We are a prominent insurance agency with multiple offices in Virginia, offering a broad range of insurance products and services tailored to meet the unique needs of our clients. Our team of skilled professionals is committed to delivering exceptional customer service and helping clients find optimal insurance solutions.

We are currently seeking an experienced and detail-oriented Accounting Manager to join our team. In this role, you will work closely with the Accounting Director and team to ensure efficient operations in areas such as auditing, compliance, agency billing, accounts payable (AP), and accounts receivable (AR). The ideal candidate will be highly organized, able to multitask effectively, and possess a solid understanding of accounting and bookkeeping principles.

Candidate must understand general ledger, journal entries, reconciliation on bank accounts, payroll, P&Ls, etc. Insurance agency accounting is a preferred.

Responsibilities:

• Assist the Accounting Director with daily tasks, including data entry, reconciliations, and financial reporting.
• Cross-train in various accounting functions within the department.
• Assist with commission downloads and payments.
• Conduct audits and ensure compliance with financial regulations and industry standards.
• Support the management of accounts payable and receivable processes.
• Prepare and process invoices and payments.
• Perform regular checks to ensure accuracy and consistency of account records.
• Process payroll using ADP.
• Aid the Accounting Director in preparing financial statements, budgets, and tax filings.
• Stay updated on relevant industry laws and regulations.
• Communicate with insurance carriers to resolve any discrepancies or issues.
• Provide support in overseeing the accounting team.

Benefits:

• Competitive Salary: $65,000-$90,000
• 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

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Accounting Assistant/Accounts Payable Clerk

Job Summary

An established and growing insurance agency is seeking an Accounting Assistant/Accounts Payable Clerk to join their team.  The Accounting Assistant is responsible for supporting the accounting department by maintaining efficient financial operations including but not limited to: Ensuring timely payments, bank reconciliation, record keeping in general ledgers. 

Responsibilities

• Corporate Expenses
  • Corporate Credit Card Management – Timely payments, reconciliation, record in general ledger
  • Paylocity producer expense reimbursements – Reconciliation, record in general ledger
  • Healthcare Invoices - Timely payments, reconciliation, record in general ledger
• Vendor Maintenance
  • Ensure there is an active vendor file in Epic for all expenses including vendors paid via credit card
  • Adequate documentation including credit card payment receipts
  • All pertinent information in Epic vendor files is complete
  • Contacts are current
• Subscription Analysis - Evaluate all annual, quarterly, and monthly subscriptions
  • Ensure there is an open activity on the vendor file prior to renewal date
  • Verify subscription should be renewed prior to renewal date
• 1099s – Issue 1099s and 1096s annually
  • Ensure we have a current W-9 on vendor file in Epic with an open activity
• Daily Bank Reports – Record receipts and vendor ACH payments from previous day in the general ledger
  • Print and distribute daily GL reports
• Back up other employees as assigned and needed 

Qualifications/Requirements

• Excellent communication skills, written and verbal
• Ability to solve problems and prioritize
• Follow instructions and tasks through to completion in a timely manner
• High School Diploma
• Prior Accounting Experience
• Preferred 2 years accounting experience

Compensation Package

• Excellent opportunities for professional growth and advancement.
• Competitive compensation: $21-$25 per hour (based on experience).
• Paid time off and company holidays.
• Fantastic benefits package, including health, dental, vision, 401(k), and more.
• Onsite

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Independent insurance agency outside of Atlanta is seeking an Agency Accountant/Controller (bilingual preferred) to join their growing team!

MUST HAVE EPIC AND INSURANCE AGENCY EXPERIENCE! 

Job Summary:

An established agency is seeking a skilled Controller with expertise in the insurance industry to lead financial operations and drive strategic financial initiatives. This role offers the opportunity to oversee diverse accounting functions, ensure regulatory compliance, and contribute to organizational growth. The Agency Accountant/Controller will be responsible for accounts receivable and payables including resolving discrepancies while working with employees, vendors and banks ensuring the proper posting, payment and accounting of transactions. 

Responsibilities:

• Manage comprehensive accounting operations including Billing, Accounts Receivable, Accounts Payable, General Ledger, Cost Accounting, Inventory Accounting, and Revenue Recognition.
• Prepare and deliver accurate monthly financial statements in a timely manner.
• Coordinate regulatory reporting requirements effectively.
• Research and address technical accounting issues to ensure compliance with standards.
• Facilitate the month-end and year-end closing processes.
• Implement and maintain robust internal controls for financial transactions and reporting.
• Develop and document business processes and accounting policies to enhance internal controls.

Qualifications/Requirements:

• At least 4 years of experience as an Agency Accountant/Controller within the insurance sector
• Bachelor’s degree in Accounting 
• CPA is preferred.
• Thorough understanding of accounting principles and procedures.
• Proficiency in financial statement preparation and analysis.
• Strong proficiency in accounting software and administration.
• Exceptional attention to detail and commitment to confidentiality.
• Must have Epic experience.

Compensation Package:

• Job Type: Full-time, with preference for on-site work Monday to Friday and potential for hybrid arrangements after the first few months.
• Salary: $70K-$90K, depending on experience and qualifications.
• Benefits: Includes comprehensive vacation/sick time, health & vision insurance, 401(k) plan, profit sharing, life insurance, and long-term disability coverage.

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Job Summary

Our client is seeking a detail-oriented Accountant/Bookkeeper to join their team. The ideal candidate must have insurance agency experience and must have experience using the agency management system Epic. You will manage full-cycle accounting processes from maintaining accurate financial records, handling accounts payable, and financial reporting. The accountant/bookkeeper will work closely with management to ensure timely and accurate reporting, compliance with GAAP, and smooth ongoing financial operations. It is critical that the candidate has experience using Epic.

Key Responsibilities

Record Financial Transactions: Accurately record financial transactions. Maintain the general ledger, ensuring all entries are correctly classified and balanced.

Accounts Payable & Receivable: Manage accounts payable and receivable, ensuring invoices are processed and payments are made on time.

Bank Reconciliation: Reconcile bank and credit card statements monthly.

*A high attention to detail and well organized.

*Dependable and consistent.

*Excellent verbal and written communication.

*Good understanding of accounting concepts and a trial balance.

*Able to identify and communicate areas to gain efficiency or streamline processes.

5+ years of experience in bookkeeping or accounting within an insurance agency. 

Salary is negotiable depending on experience 

In office position 

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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

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