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Insurance Agency Accounting Jobs in Florida (NOW HIRING)

Ayers Insurance Agency, Inc.

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Insurance Associate

Cape Coral, FL · On-site

Ayers Insurance Agency, Inc. is seeking a full-time Insurance Associate to join our team at our NEW ... Provide support to the Executive Team to assist in areas of accounting / finance, HR, Marketing ...

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ALPINE BROKERAGE GROUP

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Accounting Bookkeeper

Jupiter, FL · On-site

Accounting Bookkeeper Job Summary: The accounting bookkeeper is responsible for maintaining ... Our goal is to help financial advisors and independent insurance agencies to grow business rapidly ...

ALPINE BROKERAGE GROUP

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Accounting Bookkeeper

Jupiter, FL · On-site

Accounting Bookkeeper Job Summary: The accounting bookkeeper is responsible for maintaining ... Our goal is to help financial advisors and independent insurance agencies to grow business rapidly ...

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Insurance Agency Accounting information

What are the key skills and qualifications needed to thrive in insurance agency accounting?

To thrive in Insurance Agency Accounting, you need a solid understanding of accounting principles, financial reporting, and insurance industry regulations, typically supported by a degree in accounting or finance. Familiarity with accounting software such as QuickBooks, agency management systems, and knowledge of GAAP or other relevant certifications like CPA are highly beneficial. Attention to detail, analytical thinking, and strong organizational skills are crucial soft skills for managing complex financial data and meeting deadlines. These competencies ensure accurate financial records, regulatory compliance, and the efficient financial operation of the insurance agency.

What are some common challenges faced by professionals working in insurance agency accounting?

Professionals in insurance agency accounting often face the challenge of managing complex commission structures, which may involve handling multiple carriers and varying rates. They must also ensure timely reconciliation of premium payments and accurate tracking of receivables and payables, which requires close attention to detail. Additionally, staying current with regulatory changes and collaborating with both sales teams and underwriters to resolve discrepancies can be demanding but is essential for accurate financial reporting. Strong organizational skills and effective communication are key to navigating these challenges successfully.

What is insurance agency accounting?

Insurance agency accounting refers to the specialized financial management and bookkeeping practices used by insurance agencies. This includes handling commissions, premiums, client accounts, carrier payables, and regulatory compliance. The goal is to accurately track agency income and expenses, ensure timely payments to carriers and agents, and maintain financial records for audits and tax purposes. Proper insurance agency accounting helps agencies stay financially healthy and compliant with industry regulations.

What is the difference between Insurance Agency Accounting vs Insurance Agent?

AspectInsurance Agency AccountingInsurance Agent
Primary RoleManaging financial records, bookkeeping, and accounting tasks for insurance agenciesSelling insurance policies and advising clients on coverage options
Required CredentialsAccounting certifications or finance background; sometimes insurance licensesInsurance license; sales and customer service skills
Work EnvironmentOffice setting, working with financial data and softwareField and office, interacting directly with clients
Industry UsageSupports insurance agencies' financial operationsDirectly involved in client acquisition and policy sales

Insurance Agency Accounting focuses on managing the financial aspects of insurance agencies, including bookkeeping and financial reporting. In contrast, Insurance Agents primarily sell policies and build client relationships. Both roles are essential in the insurance industry but serve different functions within the agency.

What are popular job titles related to Insurance Agency Accounting jobs in Florida? For Insurance Agency Accounting jobs in Florida, the most frequently searched job titles are:
What job categories do people searching Insurance Agency Accounting jobs in Florida look for? The top searched job categories for Insurance Agency Accounting jobs in Florida are:
Insurance Agency Accounting jobs near you
Infographic showing various Insurance Agency Accounting job openings in Florida as of August 2026, with employment types broken down into 100% Full Time. Highlights an 100% In-person job distribution.

Insurance Agent

Sherrill Insurance Agency

Jacksonville, FL

$93K/yr

Full-time

Posted 20 days ago

Job description

Jump into the world of insurance sales by applying to join our growing team as an entry-level insurance agent! We are looking for a people person with strong listening skills, attention to detail, and the ability to effectively communicate insurance programs and plans to new customers. Our ideal candidate will embrace the opportunity to drive insurance sales among potential clients and new clients through a mix of networking, referrals, and marketing strategies. If you’re seeking a flexible full-time position that offers a world of advancement potential, send us your resume today!Compensation:

87,000 - 93,000 yearly


Responsibilities:
  • Collaborate with policyholders to develop insurance risk management and other profiles that specify the best policies for their evolving insurance needs
  • Stay abreast of any changes to rules or policies within the insurance agency to effectively amend insurance programs for existing and prospective clients
  • Maintain a portfolio of existing customers and pursue insurance sales with new clients by using sales strategies that may include cold calling and networking
  • Take ownership of ensuring there are accurate records of all necessary bookkeeping, client, and sales reports in order to track and communicate the status of assigned goals
  • Serve as an attentive listener when communicating with new and potential clients in order to accurately identify their unique needs prior to pursuing specific insurance sales

Qualifications:
  • Candidates must have or be willing to get an insurance license
  • Basic computer skills including proficiency with Microsoft Office suite is required
  • Excellent analytical, interpersonal, and communications skills are necessary; customer service skills are helpful
  • High school diploma necessary; college degree a bonus
  • Experience using accounting or sales-related software is beneficial

About Company

Sherrill Insurance Agency partners with Fortune 500 and Fortune 100 companies to market and sell their products.

  • No cold calling
  • No Prospecting
  • All Lead-based Sales
  • Six-figure Mentorship
  • Training