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Insurance Agency Accounting Jobs in Texas (NOW HIRING)

Higginbotham Insurance Agency

Staff Accountant

Fort Worth, TX · On-site

$52K - $69K/yr

... agency management system (Applied Epic) and accounting software (Sage Intacct) * Support the ... To protect the interests of all parties, Higginbotham Insurance Agency, Inc., and our partners ...

Higginbotham Insurance Agency

Staff Accountant

Fort Worth, TX · On-site

$52K - $69K/yr

... agency management system (Applied Epic) and accounting software (Sage Intacct) * Support the ... To protect the interests of all parties, Higginbotham Insurance Agency, Inc., and our partners ...

Benchmark Insurance Group

Staff Accountant

Houston, TX · On-site

$60 - $80/hr

Ensure compliance with Texas insurance trust accounting requirements * Investigate and resolve reconciliation discrepancies * Trust accounting and monthly reconciliation procedures are key agency ...

Benchmark Insurance Group

Staff Accountant

Houston, TX · On-site

$50K - $70K/yr

Ensure compliance with Texas insurance trust accounting requirements * Investigate and resolve reconciliation discrepancies * Trust accounting and monthly reconciliation procedures are key agency ...

Benchmark Insurance Group

Staff Accountant

Houston, TX · On-site

$52K - $69K/yr

Ensure compliance with Texas insurance trust accounting requirements * Investigate and resolve reconciliation discrepancies * Trust accounting and monthly reconciliation procedures are key agency ...

Fred Loya Insurance Agency

ACCOUNTING CLERK

El Paso, TX · On-site

$14.50 - $18.75/hr

We are seeking a highly detail-oriented and organized Accounting Clerk to join our team. This role is responsible for managing office collections for sales (cash, credit cards and checks), and ...

INSURICA, Inc

Carrier Payables Specialist

Austin, TX · On-site

... of Insurance carrier accounts, as well as reconciliation, research, and balancing of related ... Job Qualifications * 2 - 4 Years' experience in agency accounting, with demonstrated knowledge of ...

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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 Texas?

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

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

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

What cities in Texas are hiring for Insurance Agency Accounting jobs?

Cities in Texas with the most Insurance Agency Accounting job openings:

Insurance Agency Accounting jobs near you
Infographic showing various Insurance Agency Accounting job openings in Texas as of September 2026, with employment types broken down into 100% Full Time. Highlights an 92% In-person, 4% Hybrid, and 4% Remote job distribution.

Insurance Sales Representative

Dallas, TX

Sherrill Insurance Agency
See more jobs at Sherrill Insurance Agencyexternal

$143K/yr

Full-time

Posted 7 days ago

Job description

We are seeking a motivated insurance agent with a business-minded spirit to identify and convert sales leads for insurance policies while overseeing a robust portfolio of clients. The successful candidate will have served in a related insurance industry role in which he or she cultivated a pool of prospective clients through referrals, networking, cold calls, marketing initiatives, and other proactive sales strategies. If you are an enthusiastic, intuitive, and organized professional who thrives in a multifaceted role, this job is for you! We’ll provide you with the training, mentoring, and support you need to take your earning potential into your own hands. If this sounds like you, apply today!

Compensation:

$121,000 - $143,000 yearly


Responsibilities:
  • Develop and deliver risk management strategies for each customer based on their risk profile
  • Devote an unprecedented level of personal attention when implementing a range of effective sales strategies proven to maintain and grow long-term customer base
  • Set meetings with new and potential clients to listen to their needs, taking into account their financial statuses and stage-of-life priorities, and present insurance plan options tailored to their individual circumstances
  • Ensure bookkeeping systems, sales databases, and customer records are maintained to report progress toward monthly initiatives to stakeholders
  • Stay abreast of insurance industry protocols and policy changes to ensure fulfillment of all policy requirements, and monitor insurance claims to ensure mutual satisfaction

Qualifications:
  • Job seekers must have an insurance license
  • Some computer skills with ability to use Microsoft Office is required
  • Working knowledge of the insurance industry, insurance products risk management profiles, and related state and federal regulations
  • Excellent communication, customer service, analytical, and interpersonal skills are necessary
  • Some experience with accounting or sales lead 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