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Insurance Agency Accounting Jobs in Florida (NOW HIRING)

... external agencies to support the organization's financial operations and sustainability ... Paid Health, Dental, Life insurance * Paid Vacation and sick leave * 401k Retirement Plan w/Company ...

Post or approve excess insurance expense recognition journal entries and supporting documents ... agencies ("Recruiting Vendors"). Recruiting Vendors must have a valid written agreement and ...

Post or approve excess insurance expense recognition journal entries and supporting documents ... agencies ("Recruiting Vendors"). Recruiting Vendors must have a valid written agreement and ...

Primary Insurance Carriers * Accredited Reinsurers ABOUT THE ROLE We are seeking a Director of ... Serve as the primary liaison for external auditors, regulators, rating agencies (e.g., AM Best ...

FL · On-site

Must have Commercial Lines Insurance background * Take charge of the agency's operational side ... Handle the agency's financial operations, including everyday bookkeeping and accounting * Build ...

ACCOUNTING ASSISTANT

Jacksonville, FL · On-site

$17.25 - $22.50/hr

Ability to respond to common inquiries or complaints from customers, regulatory agencies or members ... insurance offering, a physician network and various related services located all over the U.S.

Showing results 21-40

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:
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.

Licensed Insurance Sales Agent - Property & Casualty

The Cambridge Insurance Agency

Tampa, FL • On-site

Full-time

Re-posted 5 days ago


Job description

Description
Cambridge Insurance - A Better Way to Build Your Career
Are you a licensed 2-20 Agent ready to step into a role where your experience is actually valued-and your earning potential isn't capped by chasing cold leads?
At Cambridge Insurance, we're growing quickly and intentionally. We're looking for a knowledgeable, driven Property & Casualty professional who wants to focus on what they do best: advising clients, closing business, and building real relationships.
This is true inside sales. No cold calling. No wasted time. Just qualified opportunities and a team that supports your success.
HYBRID JOB - DOWNTOWN TAMPA
Responsibilities
• Maintain accurate customer and sales records to produce regular progress reports.
• Schedule client meetings to assess needs and recommend tailored insurance plans.
• Develop personalized risk management strategies.
• Stay current with industry regulations and manage claims to ensure compliance and customer satisfaction.
• Apply effective, personalized sales techniques to grow and retain the client base.
• Follow company policies and procedures.
Qualifications
• A minimum of two years of experience in the insurance field is essential.
• Candidates must have at least two years of hands-on experience issuing Citizens insurance policies.
• Holding a valid 2-20 insurance license is a prerequisite.
• Prior use of the Applied Epic software is beneficial.
• Excellent skills in communication, customer relations, analysis, and teamwork are critical.
• A high school diploma is required; a bachelor's degree is strongly favored.
• Familiarity with accounting systems or lead management tools is a plus.
• A solid understanding of insurance offerings, risk evaluation methods, and applicable state and federal laws is required.