Staff Accountant

Responsibilities

• Process full-cycle accounts payable and accounts receivable
• Ensure agency bill checks are processed and sent to carriers by the 15th of each month
• Handle commission processing and resolve payment discrepancies
• Perform account reconciliations and bank reporting
• Pay bills and manage vendor relationships
• Process payroll twice monthly
• Support month-end close
• Collaborate with the external CPA during tax season including 1099 preparation
• Correct CSR reports as needed

Requirements

• 3–5 years of accounting or bookkeeping experience
• Strong computer and cloud-based software proficiency
• Adaptable, dependable, and able to manage multiple responsibilities simultaneously
• A high level of confidentiality and professionalism

Nice to Have Qualifications

• Experience with Applied Epic (cloud-based agency management system)
• Insurance agency industry background
• HR management experience including benefits enrollment and retirement plan administration

Compensation & Benefits

$65,000 – $80,000 annually
Medical, dental, and vision
PTO
401k