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Insurance Agency Accounting Jobs in Texas (NOW HIRING)

Accounting Manager

Comfort, TX · On-site

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Vision insurance * Employee assistance program * Health savings account * Life insurance ... agencies, or individuals, relating to my activities. This information may include, but is not ...

Accounting Manager

Comfort, TX · On-site

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Vision insurance * Employee assistance program * Health savings account * Life insurance ... agencies, or individuals, relating to my activities. This information may include, but is not ...

Producer

Houston, TX · On-site

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

Stay abreast of any changes to rules or policies within the insurance agency to effectively amend ... Working knowledge of accounting and sales lead software is a plus * Job seekers must already have ...

Producer

Houston, TX · On-site

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

Stay abreast of any changes to rules or policies within the insurance agency to effectively amend ... Working knowledge of accounting and sales lead software is a plus * Job seekers must already have ...

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Accounting Manager

Dallas, TX · On-site

$80K - $95K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Ensure compliance with internal policies, agency rules and regulations, and generally accepted ... Company paid life insurance * Bonus pay Office Setting * Monday-Friday * In person Company ...

Be Seen First

Accounting Manager

Dallas, TX · On-site

$80K - $95K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Ensure compliance with internal policies, agency rules and regulations, and generally accepted ... Company paid life insurance * Bonus pay Office Setting * Monday-Friday * In person Company ...

Senior Accountant

Austin, TX · On-site

$73K - $92K/yr

Our client is an insurance agency and Third Party Administrator (TPA) serving approximately 60 self ... Multi-Entity Accounting * Maintain accurate and consistent records across all three CWB entities ...

Specialist, Government Accounting

Austin, TX

$21 - $28.50/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Interface with Defense Contract Audit Agency (DCAA) and Defense Contract Management Agency (DCMA ... Medical, dental, and vision insurance * Three weeks of vacation for newly hired employees

Senior Accountant

Austin, TX · On-site +1

$73K - $92K/yr

Our client is an insurance agency and Third Party Administrator (TPA) serving approximately 60 self ... Multi-Entity Accounting * Maintain accurate and consistent records across all three CWB entities ...

Accounting Clerk

Baytown, TX · On-site

$23/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

... insurance • 40 Hours Service Bonus after 1 year of continuous service and 1500 hours • 6 paid ... S. staffing agencies by Staffing Industry Analysts (SIA). Get that New Job Feeling! Apply Today!

Accounting Manager

Sugar Land, TX · On-site

$70K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

Medical, Dental, and Vision Insurance * 401(k) Retirement Plan * Health Savings Account (HSA ... agencies, and enterprise organizations across the United States and Canada. We deliver agile ...

Showing results 21-40

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 cities in Texas are hiring for Insurance Agency Accounting jobs?

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

Infographic showing various Insurance Agency Accounting job openings in Texas as of August 2026, with employment types broken down into 100% Full Time. Highlights an 84% In-person, and 16% Hybrid job distribution.

Personal Lines Account Manager

Higginbotham Insurance Agency

Houston, TX • On-site

$43K - $58K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Posted 4 days ago


Job description

Position Summary: The Personal Lines Insurance Account Manager will be responsible for managing a book of insurance business, marketing new and renewal business, and rounding out client accounts. In addition to client relationships, an Account Manager also maintains positive relationships with internal and external stakeholders.
Supervisory Responsibilities: None
Essential Tasks:
  • Assisting the Personal Lines Sales Producer in maintaining the client's insurance policies
  • Preparing endorsements to send to the insurance carriers
  • Assisting with cancellations of policies
  • Educates clients about coverages and make recommendations as needed to meet client insurance needs
  • Handles renewals and remarkets as needed. Develop proposals and may present to clients.
  • Handles or refers insured's questions or delegates to appropriate team member
  • Actively refers clients to Benefits and Commercial Lines departments for solicitation of new business
  • Maintains detailed customer records in the agency management systems (Applied EPIC and CSR 24)
  • Maintains healthy working relationship with underwriters, carriers and other stakeholders
  • On occasion, may work with Accounting Department to reconcile accounting discrepancies
  • Keeps informed regarding industry information, new product information, coverages, and technology to continuously improve knowledge and stay current

Core Competencies:
  • Ability to Analyze and Solve Problems: Skill in recognizing challenges, exploring options, and implementing effective solutions in a timely manner
  • Attention to Detail: A strong focus on completing tasks and projects accurately and thoroughly
  • Communication Skills: Capable of expressing ideas clearly in both verbal and written forms and engaging with various audiences
  • Timely Task Completion: Ability to finish tasks and projects efficiently, managing resources and priorities effectively
  • Team Collaboration: Willingness to work together with others, promoting teamwork and supporting shared goals
  • Client Focus: Dedication to understanding and addressing the needs of clients and stakeholders to ensure their satisfaction
  • Dependability: Acknowledgment of the importance of being present and punctual.
  • Creative Thinking: Openness to suggesting new ideas and methods to improve processes and outcome
  • Organizational Skills: Capability to prioritize tasks and manage multiple projects simultaneously
  • Adaptability: Willingness to adjust to changing situations and priorities, showing resilience in a dynamic work environment

Experience and Education:
  • 3-5 years of Personal Line Insurance experience required

Licensing and Credentials:
  • Active General Lines or Property & Casualty License required
  • Designations preferred (i.e CISR, CIC, CPRIA)

Systems:
  • Proficient with Microsoft Excel, Word, PowerPoint, and Outlook
  • Applied Epic experience preferred, but knowledge of similar Account Management System (AMS) is acceptable

Physical Requirements:
  • Ability to lift 25 pounds
  • Repeated use of sight to read documents and computer screens
  • Repeated use of hearing and speech to communicate on telephone and in person
  • Repetitive hand movements, such as keyboarding, writing, 10-key
  • Walking, bending, sitting, reaching and stretching in all directions

Benefits & Compensation:
  • Higginbotham offers medical, dental, vision, prescription drug coverage, 401K, equity incentive plan as well as multiple supplemental benefits for physical, emotional, and financial wellbeing.
  • Company paid holidays, plus PTO
  • Employee wellness program

Notice to Recruiters and Staffing Agencies: To protect the interests of all parties, Higginbotham Insurance Agency, Inc., and our partners, will not accept unsolicited potential placements from any source other than directly from the candidate or a vendor partner under MSA with Higginbotham. Please do not contact or send unsolicited potential placements to our team members.
*Applications will be accepted until the position is filled.
Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.