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Insurance Agency Accounting Jobs (NOW HIRING)

Shepherd Insurance LLC

Accounting Manager

Carmel, IN · On-site

Shepherd Insurance is a privately-owned insurance agency that has delivered risk management ... The Accounting Manager oversees the day-to-day accounting operations of the agency, ensuring ...

JCFS Chicago

Senior Accountant - (Hybrid)

Chicago, IL · On-site

$70K - $75K/yr

... maintains agency accounting records, prepares related reports, and handles other financial ... Benefits: Medical, dental, and vision insurance. 401(k) with base contribution and match.

Ansay & Associates

Accounting Assistant

Peoria, IL · On-site

$17 - $23/hr

You'll work closely with the Accounting Manager and other departments to support efficient ... Ansay is a growing, family owned, employee-focused insurance agency with strong community roots. We ...

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 ...

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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 Jul 10, 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, and why are they important?

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:
What job categories do people searching Insurance Agency Accounting jobs look for? The top searched job categories for Insurance Agency Accounting jobs are:
Insurance Agency Accounting jobs near you
Infographic showing various Insurance Agency Accounting job openings in the United States as of July 2026, with employment types broken down into 86% Full Time, 8% Part Time, 1% Temporary, and 5% Contract. Highlights an 87% Physical, 5% Hybrid, and 8% Remote job distribution, with an average salary of $95,659 per year, or $46 per hour.
Accounting Manager

Accounting Manager

Shepherd Insurance LLC

Carmel, IN • On-site

Other

Re-posted 9 days ago

Job description

Description

PURPOSE:

This is an ideal opportunity to work at a growing organization with a strong family culture. Shepherd Insurance is a privately-owned insurance agency that has delivered risk management solutions since 1977. With a wide variety of insurance and financial products, we are among the largest independent agencies in the country.


The Accounting Manager oversees the day-to-day accounting operations of the agency, ensuring accurate financial reporting, strong internal controls, and compliance with GAAP and insurance regulations. This role manages teammates on the accounting team, leads close and reconciliation processes, and partners with the CFO, Director of Finance, and Controller to support financial strategy and operational decision-making. With a positive attitude, the Accounting Manager demonstrates teamwork and leadership amongst the accounting team to maintain profitability and operational efficiencies. 


ROLES AND RESPONSIBILITIES:

  • Oversee close processes, ensuring timely and accurate financial statements.
  • Review and approve journal entries and account reconciliations.
  • Serve as leader and mentor in the development of the accounting staff, including performance reviews and training measures.
  • Design, implement, and maintain internal controls across accounting processes.
  • Partner and collaborate with Controller to ensure accurate revenue, resolution of billing/commission/payment issues, carrier payables, trust accounts, and commission accounting.
  • Ensure compliance with GAAP and internal accounting policies.
  • Prepare and review management reports, variance analyses, and financial dashboards.
  • Manage the financial processes of the team including, but not limited to: Cash reconciliations, receivables, payables, accruals, tax payments etc. 
  • Assign and monitor workloads to ensure deadlines and accuracy standards are met.
  • Foster a culture of accountability, collaboration, and continuous improvement amongst internal and external teams.
  • Serve as secondary contact for external auditors, regulators, and tax advisors as requested. 
  • Oversee audit preparation, respond to inquiries, and ensure timely resolution of findings.
  • Monitor compliance with fiduciary responsibility for client and carrier funds.
  • Analyze financial trends and provide insights to support growth and profitability.
  • Lead process improvements and system enhancements within accounting and finance teams. 
  • Perform other related duties as assigned. 

Requirements

  • Strong people management skills to cultivate and grow the team, and communication skills.
  • Strong understanding knowledge of GAAP, financial reporting, and internal controls, preferred.
  • Proven ability to manage deadlines and multiple priorities. 
  • Familiar with a variety of computer software applications including Microsoft Office products (Word, Excel, Outlook, PowerPoint), and accounting systems/software (QuickBooks).
  • Ability to travel to acquired organizations and offices as needed.

EDUCATION AND EXPERIENCE REQUIREMENTS:

  • Education requirement: Bachelor's degree in Accounting, Finance or related degree preferred.
  • 5+ years of progressive accounting/finance experience, 2 years in supervisory or managerial role, preferred, in insurance, financial services or related field. 

WORKING CONDITIONS/PHYSICAL DEMANDS:

Work environment characteristics and physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. 


While performing the duties of this job, the employee is occasionally required to stand; walk; sit; use hands to finger, handle, or feel objects, tools or controls; reach with hands and arms; climb stairs; balance; stoop; kneel, crouch or crawl; talk or hear; taste or smell. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by the job include close vision, distance vision, color vision, peripheral vision, depth perception, and the ability to adjust focus. While performing the duties of this job, the employee is not exposed to weather conditions. The noise level in the work environment is usually moderate.

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