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Insurance Agency Accounting Jobs (NOW HIRING)

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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

Accountant III (1051)

Jackson, MS ยท On-site

$56K - $79K/yr

Employees at this level apply advanced accounting and financial theory to develop and implement ... Optional Insurances Many agencies offer discounted premiums for dental, vision, and cancer ...

Bachelor's degree in Accounting, Finance, or related field * 3+ years of accounting experience; insurance agency experience preferred * Strong understanding of GAAP and preferred knowledge of ...

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Insurance Agency Accounting information

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$44K

$95.7K

$138K

How much do insurance agency accounting jobs pay per year?

As of Aug 8, 2026, the average yearly pay for insurance agency accounting in the United States is $95,659.00, according to ZipRecruiter salary data. Most workers in this role earn between $78,000.00 and $112,000.00 per year, depending on experience, location, and employer.

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.

More about Insurance Agency Accounting jobs
What cities are hiring for Insurance Agency Accounting jobs? Cities with the most Insurance Agency Accounting job openings:
What states have the most Insurance Agency Accounting jobs? States with the most job openings for Insurance Agency Accounting jobs include:
Infographic showing various Insurance Agency Accounting job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 74% Full Time, 20% Part Time, and 5% Contract. Highlights an 91% Physical, 1% Hybrid, and 8% Remote job distribution, with an average salary of $95,659 per year, or $46 per hour.

Accounting Specialist

Sterling Thompson Company

Louisville, KY โ€ข On-site

$20.50 - $27.50/hr

Full-time

Medical, Life, Retirement, PTO

Re-posted 6 days ago


Job description

Accounting Specialist
Our firm is experiencing rapid growth and is seeking a motivated, detail-oriented professional to join our team as an Accounting Specialist in our Louisville, Kentucky office. This full-time position is responsible for day-to-day accounting functions related to agency-billed accounts, carrier payables, premium tax filings, and account reconciliations. The Accounting Specialist plays a key role in ensuring the accurate recording of insurance transactions, timely payment of carrier balances, compliance with surplus lines and municipal tax requirements, and maintenance of agency accounting records.
Key Responsibilities:
Agency-Billed Accounting
Process and maintain agency-billed client accounts.
Apply client payments and ensure accurate posting within the agency management system.
Research and resolve billing discrepancies.
Carrier Payables
Review and reconcile carrier statements.
Prepare and process carrier payments in accordance with due dates.
Investigate and resolve premium, commission, and billing discrepancies with carriers.
Maintain accurate payable records and supporting documentation.
Account Reconciliations
Perform monthly reconciliations of:
  • Carrier payables
  • Bank accounts
  • Research and resolve reconciling items timely.
  • Assist with month-end and year-end closing activities.

Premium Tax amp; Regulatory Reporting
Prepare and file surplus lines taxes and reports.
Prepare and remit municipal premium taxes and fees.
Maintain filing calendars and monitor reporting deadlines.
Financial Administration
Assist with journal entries and account analysis.
Maintain organized accounting records and supporting documentation.
Support process improvement initiatives and accounting projects.
Desired Qualifications:โ€ฏ
Education amp; Experience
  • Associateโ€™s or Bachelorโ€™s degree in Accounting, Finance, Business, or related field preferred. Equivalent combinations of education, training, and work experience will be considered in lieu of a degree.
  • 2+ years of accounting, bookkeeping, or insurance accounting experience preferred.
  • Experience with agency management systems such as Applied Epic is a plus.

Skills amp; Competencies
  • Strong attention to detail and accuracy.
  • Excellent organizational and time-management skills.
  • Ability to manage multiple deadlines.
  • Strong analytical and problem-solving abilities.
  • Proficiency in Microsoft Excel.
  • Effective written and verbal communication skills.
  • Ability to work independently and collaboratively within a team environment.
Benefits: 401(k), 401(k) match, flexible hours, health insurance, paid time off, bonuses, paid holidays, professional development, wellness program, company paid life insurance, company paid long-term disability insurance, paid parental leave, employee assistance program
Sterling Thompson Company provides equal employment opportunities (EEO) to all employees and applicants for employment.