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Insurance Agency Accounting Jobs in New York (NOW HIRING)

Acrisure

Accounting Manager

Great Neck, NY · On-site

We are seeking an experienced, hands-on Accounting Manager to oversee the day-to-day accounting operations of a growing insurance agency. This role is responsible for supervising AP/AR activities ...

A Plus Coverage, LLC

Accounting Manager

Great Neck, NY · Hybrid

We are seeking an experienced, hands-on Accounting Manager to oversee the day-to-day accounting operations of a growing insurance agency. This role is responsible for supervising AP/AR activities ...

RemX

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Independent Insurance Agency Owner (One-time buy-in $5K)

Edison, NJ · Remote

$1.0K - $60K/mo

Take the next step in your insurance career by building and owning your own agency. This ... accounting, workflows) * Coaching and mentorship to help scale your agency faster What You'll Do

Starr Insurance Companies

Accountant-USA-NE

New York, NY · On-site

$90K/yr

Additional assignments/projects that may be assigned by the Director, Agency Accounting or Comptroller/CFO. Requirements for this role 3-5 years' experience prefer in the insurance industry Workday ...

Starr Insurance Companies

Accountant-USA-NE

New York, NY · On-site

$90K/yr

Additional assignments/projects that may be assigned by the Director, Agency Accounting or Comptroller/CFO. Requirements for this role 3-5 years' experience prefer in the insurance industry Workday ...

NYL - Melville

Insurance Agent

Babylon, NY · On-site

$70K - $100K/yr

Stay abreast of any changes to rules or policies within the insurance agency to effectively amend ... Experience using accounting or sales-related software is beneficial * Candidates must have or be ...

THE FORTUNE SOCIETY INC

Accounting Manager

Queens, NY · On-site

$95K - $100K/yr

Accounting Manager Unit: Finance Reports to: Senior Controller Salary Range: $95,000 - $100,000 ... Also oversee the agency's commercial insurance and retirement benefit plans; and * Perform other ...

Brown & Brown Insurance

Accounting Assistant

Rye Brook, NY · On-site

$20.75 - $27/hr

Gain familiarity with and follow agency guidelines, policies and procedures. * Foster and seek ... Medical/Rx, Dental, Vision, Life Insurance, Disability Insurance * Financial Benefits : ESPP; 401k;

New

PSS

Payroll & Accounting Specialist

Manhattan, NY · On-site

$35/hr

... programs, the agency touches the lives of over 1,000 people a day. As the Payroll & Accounting ... Health insurance * Dental and Vision insurance * Life insurance * Short-term and long-term ...

PSS

Payroll & Accounting Specialist

Manhattan, NY · On-site

$35/hr

... programs, the agency touches the lives of over 1,000 people a day. As the Payroll & Accounting ... Health insurance * Dental and Vision insurance * Life insurance * Short-term and long-term ...

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Insurance Agency Accounting information

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 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 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 does an insurance agency accountant do in an insurance company?

An insurance agency accountant manages financial records related to insurance policies, claims, and commissions. They prepare financial statements, ensure compliance with regulations, and use accounting software to track income and expenses within the agency. Strong attention to detail and knowledge of insurance industry practices are essential for this role.

What are popular job titles related to Insurance Agency Accounting jobs in New York?

For Insurance Agency Accounting jobs in New York, the most frequently searched job titles are:

What job categories do people searching Insurance Agency Accounting jobs in New York look for?

The top searched job categories for Insurance Agency Accounting jobs in New York are:

Insurance Agency Accounting jobs near you
Infographic showing various Insurance Agency Accounting job openings in New York as of August 2026, with employment types broken down into 100% Full Time. Highlights an 94% In-person, and 6% Hybrid job distribution.

Accounting Manager

Acrisure

Great Neck, NY • On-site

Part-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 13 days ago

Acrisure rating

7.5

Company rating: 7.5 out of 10

Based on 122 frontline employees who took The Breakroom Quiz

224th of 315 rated insurance

Job description

Job Description
About Acrisure
A global fintech leader, Acrisure empowers millions of ambitious businesses and individuals with the right solutions to grow boldly forward. Bringing cutting-edge technology and top-tier human support together, we connect clients with customized solutions across a range of insurance, reinsurance, payroll, benefits, cybersecurity, mortgage services - and more.
In the last twelve years, Acrisure has grown in revenue from $38 million to almost $5 billion and employs over 19,000 colleagues in more than 20 countries. Acrisure was built on entrepreneurial spirit. Prioritizing leadership, accountability, and collaboration, we equip our teams to work at the highest levels possible.
Job Summary:
We are seeking an experienced, hands-on Accounting Manager to oversee the day-to-day accounting operations of a growing insurance agency.
This role is responsible for supervising AP/AR activities, reviewing agency billing accounting operations, overseeing commission revenue reporting and reconciliations, and managing a small accounting support team, including external and overseas resources.
The ideal candidate is a practical problem solver who can provide guidance, resolve operational issues, improve workflows, and ensure accurate financial processing while remaining actively involved in day-to-day accounting functions. This is a part-time position; 10-15 hours per week during normal business hours, Monday-Friday.
Responsibilities:
  • Encourages cross functional acumen by having strong understanding of the regional agency accounting operation's functional processes and their impact on other departments / individuals.
  • Delivers holistic feedback to others about their job performance and career growth; coaches others to help them develop their careers.
  • Sets clear deadlines and priorities for team to meet goals and expectations set by Home Office.
  • Works to solve problems brought to their attention.
  • Takes responsibility for outcomes and results.
  • Regularly seek and accepts feedback given by others.
  • Delivers sensitive messages with diplomacy and tact.
  • Builds new relationships and maintains existing relationships with Acrisure personnel and other Acrisure Partners.
  • Follows up on projects and team assignments and holds others accountable for their internal deadlines and administrative responsibilities.
  • Stay up-to-date and in compliance with industry regulations and best practices.
  • Implementing and maintaining carrier payables policies, procedures, and controls to ensure compliance with regulatory requirements and company guidelines.
  • Perform quality assurance reviews of team members compliance with Acrisure's accounting policies and procedures.
  • Identifies potential financial risks and raises these issues, along with suggested solutions, to People Leader.
  • Participate in special projects and initiatives as assigned, demonstrating flexibility and adaptability in a fast-paced environment.
  • Prepare monthly worksheets to calculate premium payable to sureties (Premiums Payable Worksheet).
  • Calculate and post Journal Entries for reconciliation to GL monthly.
  • Prepare monthly financial reports (Trial Balance, GL and as requested) for Home Office.
  • Reconcile bank statements, set up wires and ACHs, and maintain banking relationships (Acrisure Treasury).
  • Prepare renewal reports, supervise workload for renewal team.
  • Prepare monthly bond list report and monthly Management reports for internal distribution and primary surety (carrier).
  • Review increase/decrease invoices and releases/cancellations as needed.
  • Prepare/review complex renewals.
  • Report and maintain payroll, PTO records, personnel files.
  • Primary liaison with parent company payroll department and with employees.

Requirements:
  • 5+ years of accounting experience with supervisory responsibility
  • Strong knowledge of AP, AR, reconciliations, and revenue reporting
  • Insurance agency accounting experience preferred
  • Experience coordinating with carriers to resolve accounting and commission discrepancies
  • Ability to supervise, mentor, and support accounting staff and consultants
  • Strong organizational, analytical, and problem-solving skills
  • Administrative and process improvement experience
  • Familiarity with AI and automation tools to modernize accounting and back-office processes and improve operational efficiency

This is a hands-on management role for someone who enjoys leading accounting operations, solving problems, improving processes, and supporting a team. This is not a high-level executive position focused primarily on strategy and presentations.
Education/Experience:
  • Bachelor's degree in business, finance, or a related field or equivalent experience is preferred.
  • Minimum (4) four years of experience in accounting, including receivable and payable experience
  • Insurance brokerage/related industry accounting background preferred.
  • Excellent knowledge of both operational and financial accounting.
  • A working knowledge of insurance-based management systems is highly desired.

This is a part-time position; 10-15 hours per week during normal business hours, Monday-Friday in our Great Neck NY office.
#LI-LR1
Pay Details:
The base compensation range for this position is $50 - $70. This range reflects Acrisure's good faith estimate at the time of this posting. Placement within the range will be based on a variety of factors, including but not limited to skills, experience, qualifications, location, and internal equity.
Candidates should be comfortable with an on-site presence to support collaboration, team leadership, and cross-functional partnership.
Why Join Us:
At Acrisure, we're building more than a business, we're building a community where people can grow, thrive, and make an impact. Our benefits are designed to support every dimension of your life, from your health and finances to your family and future.
Making a lasting impact on the communities it serves, Acrisure has pledged more than $22 million through its partnerships with Corewell Health Helen DeVos Children's Hospital in Grand Rapids, Michigan, UPMC Children's Hospital in Pittsburgh, Pennsylvania and Blythedale Children's Hospital in Valhalla, New York.
Employee Benefits
We also offer our employees a comprehensive suite of benefits and perks, including:
  • Physical Wellness: Comprehensive medical insurance, dental insurance, and vision insurance; life and disability insurance; fertility benefits; wellness resources; and paid sick time.
  • Mental Wellness: Generous paid time off and holidays; Employee Assistance Program (EAP); and a complimentary Calm app subscription.
  • Financial Wellness: Immediate vesting in a 401(k) plan; Health Savings Account (HSA) and Flexible Spending Account (FSA) options; commuter benefits; and employee discount programs.
  • Family Care: Paid maternity leave and paid paternity leave (including for adoptive parents); legal plan options; and pet insurance coverage.
  • ... and so much more!

This list is not exhaustive of all available benefits. Eligibility and waiting periods may apply to certain offerings. Benefits may vary based on subsidiary entity and geographic location.
Acrisure is an Equal Opportunity Employer. We consider qualified applicants without regard to race, color, religion, sex, national origin, disability, or protected veteran status. Applicants may request reasonable accommodation by contacting leaves@acrisure.com.
Final candidates will be required to complete post-offer verification processes related to the role and in accordance with applicable laws.
California Residents: Learn more about our privacy practices for applicants by visiting the Acrisure California Applicant Privacy Policy.
Recruitment Fraud: Please visit here to learn more about our Recruitment Fraud Notice.
Welcome, your new opportunity awaits you.

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