... 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.
... 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.
Perform full cycle month end close functions in Agency and ERP systems * Reconcile balance sheet ... Insurance industry experience (preferred) * Previous supervisory experience (preferred) * Master ...
Perform full cycle month end close functions in Agency and ERP systems * Reconcile balance sheet ... Insurance industry experience (preferred) * Previous supervisory experience (preferred) * Master ...
Accounting Manager
Hollywood, FL · On-site
... 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 ...
Quick apply
Accounting Manager
Hollywood, FL · On-site
... 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 ...
The candidate will also be responsible to assist with agency accounting functions such as process producer changes, track producer licenses and add additional states and products in the producer ...
The candidate will also be responsible to assist with agency accounting functions such as process producer changes, track producer licenses and add additional states and products in the producer ...
Senior Financial Analyst - Westwood Insurance
Tampa, FL · Remote
$80K - $100K/yr
Westwood Insurance Agency is one of the largest personal lines agencies in the US. Since 1952, we ... Finance, Accounting, and or Business Degree * Experience 3-4 years of relevant FP&A, Corporate ...
Senior Financial Analyst - Westwood Insurance
Tampa, FL · Remote
$80K - $100K/yr
Westwood Insurance Agency is one of the largest personal lines agencies in the US. Since 1952, we ... Finance, Accounting, and or Business Degree * Experience 3-4 years of relevant FP&A, Corporate ...
Accounting & Compliance Administrator
$18 - $20/hr
Medical, dental, vision, short-term disability, and life insurance * 40 Hours Service Bonus after 1 ... S. staffing agencies by Staffing Industry Analysts (SIA). Get that New Job Feeling! Apply Today!
Accounting & Compliance Administrator
$18 - $20/hr
Medical, dental, vision, short-term disability, and life insurance * 40 Hours Service Bonus after 1 ... S. staffing agencies by Staffing Industry Analysts (SIA). Get that New Job Feeling! Apply Today!
Accounting & Compliance Administrator
$18 - $20/hr
Medical, dental, vision, short-term disability, and life insurance * 40 Hours Service Bonus after 1 ... S. staffing agencies by Staffing Industry Analysts (SIA). Get that New Job Feeling! Apply Today!
Quick apply
Accounting & Compliance Administrator
$18 - $20/hr
Medical, dental, vision, short-term disability, and life insurance * 40 Hours Service Bonus after 1 ... S. staffing agencies by Staffing Industry Analysts (SIA). Get that New Job Feeling! Apply Today!
Senior Financial Analyst - Westwood Insurance
Tampa, FL · On-site
$80K - $100K/yr
Westwood Insurance Agency is one of the largest personal lines agencies in the US. Since 1952, we ... Finance, Accounting, and or Business Degree * Experience 3-4 years of relevant FP&A, Corporate ...
Senior Financial Analyst - Westwood Insurance
Tampa, FL · On-site
$80K - $100K/yr
Westwood Insurance Agency is one of the largest personal lines agencies in the US. Since 1952, we ... Finance, Accounting, and or Business Degree * Experience 3-4 years of relevant FP&A, Corporate ...
Senior Financial Analyst - Westwood Insurance
Tampa, FL · Remote
$80K - $100K/yr
Westwood Insurance Agency is one of the largest personal lines agencies in the US. Since 1952, we ... Finance, Accounting, and or Business Degree * Experience 3-4 years of relevant FP&A, Corporate ...
Senior Financial Analyst - Westwood Insurance
Tampa, FL · Remote
$80K - $100K/yr
Westwood Insurance Agency is one of the largest personal lines agencies in the US. Since 1952, we ... Finance, Accounting, and or Business Degree * Experience 3-4 years of relevant FP&A, Corporate ...
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 ...
Accounting Manager
Lake Mary, FL · On-site
Post or approve excess insurance expense recognition journal entries and supporting documents ... agencies ("Recruiting Vendors"). Recruiting Vendors must have a valid written agreement and ...
Accounting Manager
Lake Mary, FL · On-site
Post or approve excess insurance expense recognition journal entries and supporting documents ... agencies ("Recruiting Vendors"). Recruiting Vendors must have a valid written agreement and ...
Accounting Manager
Lake Mary, FL · On-site
Post or approve excess insurance expense recognition journal entries and supporting documents ... agencies ("Recruiting Vendors"). Recruiting Vendors must have a valid written agreement and ...
Accounting Manager
Lake Mary, FL · On-site
Post or approve excess insurance expense recognition journal entries and supporting documents ... agencies ("Recruiting Vendors"). Recruiting Vendors must have a valid written agreement and ...
Collect, transact, reconcile and record insurance carrier commissions statements and payments ... agencies ("Recruiting Vendors"). Recruiting Vendors must have a valid written agreement and ...
Collect, transact, reconcile and record insurance carrier commissions statements and payments ... 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 ...
Quick apply
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 ...
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 ...
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 ...
Accounting Analyst
Tampa, FL · On-site
Moreover, we take pride in our continuous acknowledgment as a Top Insurance Workplace over the past ... from agencies, finance and inspection companies, and sales staff, while communicating with ...
Quick apply
Accounting Analyst
Tampa, FL · On-site
Moreover, we take pride in our continuous acknowledgment as a Top Insurance Workplace over the past ... from agencies, finance and inspection companies, and sales staff, while communicating with ...
Agency Bill Invoicing Analyst
Daytona Beach, FL · On-site
$46K - $61K/yr
Brown & Brown Insurance is seeking a Premium Accounting Analyst to join our team! This individual ... Process agency bill transactions and provide invoices to account managers timely. * Ensure all ...
Agency Bill Invoicing Analyst
Daytona Beach, FL · On-site
$46K - $61K/yr
Brown & Brown Insurance is seeking a Premium Accounting Analyst to join our team! This individual ... Process agency bill transactions and provide invoices to account managers timely. * Ensure all ...
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 ...
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.
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.
Perform full cycle month end close functions in Agency and ERP systems * Reconcile balance sheet ... Insurance industry experience (preferred) * Previous supervisory experience (preferred) * Master ...
Perform full cycle month end close functions in Agency and ERP systems * Reconcile balance sheet ... Insurance industry experience (preferred) * Previous supervisory experience (preferred) * Master ...
Insurance Agency Accounting information
What are the key skills and qualifications needed to thrive in insurance agency accounting?
What are some common challenges faced by professionals working in insurance agency accounting?
What is insurance agency accounting?
What is the difference between Insurance Agency Accounting vs Insurance Agent?
| Aspect | Insurance Agency Accounting | Insurance Agent |
|---|---|---|
| Primary Role | Managing financial records, bookkeeping, and accounting tasks for insurance agencies | Selling insurance policies and advising clients on coverage options |
| Required Credentials | Accounting certifications or finance background; sometimes insurance licenses | Insurance license; sales and customer service skills |
| Work Environment | Office setting, working with financial data and software | Field and office, interacting directly with clients |
| Industry Usage | Supports insurance agencies' financial operations | Directly 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.

Licensed Insurance Sales Agent - Property & Casualty
Tampa, FL • On-site
Full-time
Re-posted 5 days ago
Job 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.