Insurance Brokerage Accountant
1 week ago
ABOUT THE ROLE
Boutique insurance brokerage operation that has dedicated their entire practice to one of our nation’s most important industries, trucking. They are currently seeking a highly skilled and experienced Accountant to join their team.
The Accountant will be responsible for managing all aspects of the brokerage's financial operations, ensuring accuracy, compliance, and efficiency in all accounting functions. This role requires a thorough understanding of insurance industry accounting practices.
DUTIES & RESPONSIBILITIES
Oversee and manage day-to-day accounting functions.
Reconcile accounts, ensuring the accuracy of financial data and compliance.
Manage the month-end and year-end closing processes, including journal entries and financial statement preparation.
Handle premium accounting processes, including premium trust account management, client invoicing, and reconciliation of premiums and commissions.
Prepare and analyze financial reports, including income statements, balance sheets, and cash flow statements.
QUALIFICATIONS & EXPERIENCE
Bachelor’s degree in Accounting, Finance, or a related field.
3-5 years of accounting experience, preferably within an insurance agency or brokerage environment.
Strong understanding of insurance industry-specific accounting practices, particularly in managing trucking accounts.
Proficiency with Applied EPIC is mandatory.
Experience with premium accounting and trust account management.
Strong analytical skills with attention to detail and accuracy.
-
Life Insurance Territory Manager
2 weeks ago
Phoenix, Arizona, United States Ash Brokerage Full timeAbout Ash BrokerageAsh Brokerage is a leading insurance brokerage firm dedicated to providing innovative solutions to protect clients' health and wealth. With a strong focus on relationships and a service-centered culture, our team of 400 professionals works with financial advisors to help find, understand, and process insurance and retirement solutions.Job...
-
Territory Sales Lead
2 weeks ago
Phoenix, Arizona, United States Ash Brokerage Full timeAbout Ash BrokerageAsh Brokerage is a leading insurance brokerage firm dedicated to providing innovative solutions to protect clients' health and wealth. With a strong focus on relationships and a service-centered culture, our team of 400 professionals works with financial advisors to help find, understand, and process insurance and retirement solutions.Job...
-
Territory Sales Lead
1 week ago
Phoenix, Arizona, United States Ash Brokerage Full timeAbout Ash BrokerageAsh Brokerage is a leading insurance brokerage firm dedicated to impacting lives through its service-centered culture. With over 50 years of experience, we work with financial professionals to provide insurance and retirement solutions to protect clients in every stage of life.Job SummaryA Life Insurance Territory Sales Lead will excel in...
-
Territory Sales Lead – Life Insurance
3 weeks ago
Phoenix, United States Ash Brokerage Full timeAbout AshFor more than 50 years, Ash Brokerage has been dedicated to impacting lives. We were founded on the power of relationships, and that still drives our culture today. Our team of 400 is the same service-centered culture as we were in 1971. Ash Brokerage works with financial professionals to help find, understand and process insurance and retirement...
-
Personal Lines Insurance Account Specialist
4 weeks ago
Phoenix, Arizona, United States LP Insurance Services LLC Full timePosition OverviewCompany Background:LP Insurance Services LLC is a reputable and expanding insurance brokerage firm operating across multiple states, including Arizona, California, Nevada, and New Mexico.We prioritize investment in our workforce, clientele, and communities, embodying the LP Difference. The achievements of our staff directly contribute to our...
-
Insurance Account Manager
2 weeks ago
Phoenix, Arizona, United States Ryan Specialty Full timeJob SummaryThe Insurance Account Manager will assist the Broker team in executing trades, managing accounts, and navigating regulatory compliance. This role will collaborate with internal teams, stay informed on market trends, and offer strategic insights about clients.Key ResponsibilitiesPrepare accounts for new business and the renewal process as directed...
-
Insurance Account Manager
1 week ago
Phoenix, Arizona, United States Ryan Specialty Full timeJob SummaryThe Account Executive role at Ryan Specialty is a dynamic position that requires a strong understanding of the insurance industry and excellent communication skills. As a key member of our team, you will be responsible for assisting the Broker team in executing trades, managing accounts, and ensuring regulatory compliance.Key...
-
Insurance Underwriter
2 weeks ago
Phoenix, Arizona, United States CRC Group Full timeJob SummaryCRC Group is seeking a highly skilled Insurance Underwriter to join our team. As an Insurance Underwriter, you will play a critical role in identifying, soliciting, and arranging appropriate insurance coverage for clients by accessing binding authority and brokerage markets.Key ResponsibilitiesManage the underwriting process, ensuring adherence to...
-
Personal Lines Insurance Account Specialist
3 weeks ago
Phoenix, Arizona, United States APR Full timeJob OverviewWe are seeking a Personal Lines Account Specialist to join our dynamic team at APR. This role offers a competitive salary range of $45,000 - $55,000 and a comprehensive benefits package.Location: Remote opportunities available.As a Personal Lines Account Specialist, you will be responsible for managing a portfolio of personal lines insurance...
-
Personal Lines Insurance Account Specialist
3 weeks ago
Phoenix, Arizona, United States APR Full timeJob OverviewPosition: Assistant Personal Lines Account ManagerSalary Range: $45,000 - $55,000Benefits: Comprehensive benefits package availableLocation: Phoenix, AZ areaAPR, a reputable independent insurance agency, is in search of an Assistant Personal Lines Account Manager to support a portfolio of personal lines accounts. This role involves responding to...
-
Personal Lines Insurance Account Specialist
3 weeks ago
Phoenix, Arizona, United States APR Full timeJob OverviewWe are seeking a dedicated Assistant Personal Lines Account Manager to join our dynamic team at APR. This role offers a competitive salary range of $45,000-55,000 and includes a comprehensive benefits package.Location: Phoenix, AZ areaAs an Assistant Personal Lines Account Manager, you will play a crucial role in managing a portfolio of personal...
-
Insurance Account Manager
2 weeks ago
Phoenix, Arizona, United States Ryan Specialty Full timeJob SummaryThe Insurance Account Manager will be responsible for assisting the Broker team in executing trades, managing accounts, and navigating regulatory compliance. This role will collaborate with internal teams, stay informed on market trends, and offer strategic insights about clients. The Account Manager will also be responsible for assisting in new...
-
Insurance Underwriting Expert
3 weeks ago
Phoenix, Arizona, United States CRC Group Full timeInsurance Underwriting Specialist at CRC GroupEmployment Type: RegularLanguage Requirement: English (Required)Position Overview:The Insurance Underwriting Specialist plays a pivotal role in the assessment and management of insurance risks, ensuring clients receive optimal coverage by leveraging binding authority and brokerage markets.KEY...
-
Select CL Account Manager
3 months ago
Phoenix, United States USI Insurance Services Full timeGeneral Description: Manage and coordinate all service activities for commercial lines clients $2,500 in revenue or below. Serve as primary contact, responsible for developing and maintaining strong client relationships. Understand and execute marketing, analyze options, present recommendations, and implement insurance programs. Maintain 92% or above...
-
Insurance Underwriting Specialist
4 weeks ago
Phoenix, Arizona, United States CRC Group Full timeInsurance Underwriting Specialist at CRC GroupEmployment Type: RegularLanguage Requirement: English (Required)Job Overview:The Insurance Underwriting Specialist plays a vital role in assisting a dedicated team by identifying, soliciting, and arranging suitable insurance coverage for clients through binding authority and brokerage markets.KEY...
-
Insurance Underwriting Specialist
3 weeks ago
Phoenix, Arizona, United States CRC Group Full timeInsurance Underwriting Specialist at CRC GroupEmployment Type: RegularLanguage Requirement: English (Required)Job Overview:The Insurance Underwriting Specialist plays a vital role in our organization by collaborating with a dedicated team to identify, procure, and arrange suitable insurance solutions for clients through effective engagement with binding...
-
Commercial Lines Insurance Processor
3 weeks ago
Phoenix, Arizona, United States Crest Insurance Group Full timeCrest Insurance Group is seeking a Commercial Lines Insurance Processor to manage our portfolio of commercial clients. This role presents a unique opportunity to advance your career within a rapidly expanding insurance brokerage. We proudly serve clients across all 50 states.Essential Qualifications:High School Diploma or GED with a minimum of 2 years of...
-
Insurance Proposal Specialist
2 weeks ago
Phoenix, Arizona, United States Reseco Advisors Full timeJob Description**About the Role**The Internal Marketing Assistant will play a crucial role in supporting the creation of compelling proposals for both new and renewal business within our brokerage. This position is vital to ensuring that our proposals are well-crafted, accurate, and positioned to meet the needs of our clients and prospects.**Key...
-
Jr. Account Manager
4 weeks ago
Phoenix, United States Crest Insurance Group Full timeCrest is looking for a Commercial Lines Jr. Account Manager. This is a wonderful opportunity to have a career in a fast-growing insurance brokerage firm. We have physical locations in Arizona, Colorado, California, Nevada and Wyoming servicing customers in all 50 states.Minimum Qualifications: High School Diploma and 3 or more years Commercial Lines...
-
Jr. Account Manager
3 weeks ago
Phoenix, United States Crest Insurance Group Full timeCrest is looking for a Commercial Lines Jr. Account Manager. This is a wonderful opportunity to have a career in a fast-growing insurance brokerage firm. We have physical locations in Arizona, Colorado, California, Nevada and Wyoming servicing customers in all 50 states.Minimum Qualifications: High School Diploma and 3 or more years Commercial Lines...