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Insurance Agency Accounting Jobs in Florida (NOW HIRING)

... government agencies. * Preparation and knowledge of sales tax returns, as well as any other ... HEI also provides pet insurance through the ASPCA. For your financial wellness, HEI provides a wide ...

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Senior Accountant

Lake Mary, FL · On-site

$64K - $81K/yr

Agency Insurance knowledge a plus. * Advanced knowledge of Microsoft applications, especially Word and Excel. * Must have advanced knowledge of computerized accounting systems. * Excellent ...

Senior Accountant

Tampa, FL · On-site

$69K - $87K/yr

... accounting experience.(preferred) * Experience with Workday Financials.(preferred) * Insurance ... agencies ("Recruiting Vendors"). Recruiting Vendors must have a valid written agreement and ...

Staff Accountant

Saint Petersburg, FL · On-site

$52K - $68K/yr

... accounting experience.(preferred) * Experience with Workday Financials.(preferred) * Insurance ... agencies ("Recruiting Vendors"). Recruiting Vendors must have a valid written agreement and ...

Showing results 41-60

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.

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Life, Retirement

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Job description

About Us

Escape to The Westin Tampa Waterside, situated on a unique landscaped island in downtown Tampa. Adjacent to the Tampa Convention Center, our location is convenient for business and leisure travelers alike. Our associates enjoy free meals, free parking, room discounts, incredible benefits and a fun work environment. Also our hotel is dedicated to its associates by celebrating our success every month and our HEI Loves program is designed to assist our team members and focus on growth and development . Come and see why we are the employer of choice in downtown Tampa!

Don't meet every single requirement of this job? At HEI we are dedicated to building a diverse and inclusive workplace, so if you're excited about this role but your experience doesn't align perfectly with every qualification in the job description, we encourage you to still send in your information. You may be the perfect candidate for this or for other roles within our organization!
We value U.S. military experience and invite all qualified military candidates to apply.

Compensation

Tipped/Service Charge Eligible? NoDiscretionary Performance Bonus Eligible? No

Overview

Assist Director of Finance in directing the financial activities of the hotel, safeguarding the assets, and preparing all financial reports in accordance with generally accepted accounting principles and HEI Hotels and Resorts Standards.

Financial Management

  • Perform all accounting functions in the event assistance is needed.

  • Effectively schedule, monitor, and evaluate controllable departmental expenditures to stay within the restraints of the established budget through: labor management and purchasing control systems

  • Establish and monitor scheduling of all accounting associates, including Night Audit.

  • Schedule personnel consistent with the volume of business and needs.

  • Effectively plan in order to meet demands of both guests and staff.

Accounting Practices, Procedures, and Policies

  • Assist in Producing Financial Statements within designated time frame for preliminary distribution to hotel management and to meet HEI Corporate requirements.

  • Verify compliance with Finance SOP manual.

  • Participate in and critique asset inventories.

  • Maintain records storage area in compliance with record retention requirements of relevant government agencies.

  • Preparation and knowledge of sales tax returns, as well as any other applicable tax liabilities.

Accounts Receivable and Cash Flow

  • Manage and oversee all Accounts Receivable functions, including collection calls as needed.

  • Ensure the A/R aging percentages are in compliance with SOP.

  • Verify credit cards are processed every night-by-night audit.

  • Verify cash deposits are made timely.

Balance Sheet Reconciliation

  • Assist Director of Finance with the Reconciliation of balance sheet accounts each period.

  • Review any problem accounts with Director of Finance and adjust entries to the general ledger.

Management of Department

  • Identify, screen, and attract management candidates from outside the company.

  • Train associates in job responsibilities.

  • Comply with attendance rules and be available to work on a regular basis.

  • Perform any other job-related duties as assigned.

Qualifications and Skills:

Education and Experience:

  • B.S. in Accounting

  • One year experience in Hotel or Hospitality related Finance and Accounting

Knowledge, Skills and Abilities:

  • Knowledge of Hotel Financial Statements and reconciliation of A and L accounts.

  • Analytical approach to problems with high regard for detail and accuracy.

  • Sound administrative and managerial skills.

  • Proficiency in Microsoft Office, advanced Excel skills

  • Have proficient training, coaching, and counseling abilities.

  • Effective verbal and written communication skills.

  • Ability to adapt communication style to suit different audiences, such as effectively communicating with supervisors, coworkers, public etc.

Benefits

HEI Hotels and Resorts is committed to providing a comprehensive benefit program that offers you choices for your physical, mental and financial wellness, creating value in your most important investment - you!
For your physical and mental wellness we offer competitive Medical and Dentalprograms through Anthem Blue Cross Blue Shield as well asVision insurance programsthrough EyeMed.Our Vacation, Sick and Holiday programs are available for you to rejuvenate with time off.HEI also provides pet insurance through the ASPCA. For your financial wellness, HEI provides a wide array of coverage, including Supplemental, Spousal and Child Life insurance as well as Short and Long-Term Disability plans. Our 401(k) Savings Plan with matching funds, and discounts through our 'YouDecide' and Hotel Room Discount programs provide additional incentives for choosing HEI as the employer of your future. Specific details and eligibility of these programs vary by location and employment status.

HEI Hotels and Resorts is an equal opportunity employer. We evaluate qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, and other legally protected characteristics.