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Insurance Agency Accounting Jobs (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 ...

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 ...

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 ...

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.

Sherrill Insurance Agency

Insurance Sales Agent

Dallas, TX · On-site

$121K - $143K/yr

Some experience with accounting or sales lead software is beneficial * High school diploma required ... Candidates must have an insurance license About Company Sherrill Insurance Agency partners with ...

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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All JobsInsurance Agency Accounting Jobs

Insurance Agency Accounting information

See salary details

$44K

$95.7K

$138K

How much do insurance agency accounting jobs pay per year?

As of Jun 16, 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 does an insurance accountant do?

An insurance accountant manages financial records related to insurance policies, claims, and premiums. They prepare financial statements, ensure compliance with regulations, and use accounting software to track transactions specific to insurance operations.

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.

Can an accountant work in an insurance company?

Yes, an accountant can work in an insurance company, often handling financial reporting, auditing, and compliance tasks specific to the insurance industry. Insurance companies typically require accountants to have knowledge of insurance policies, regulations, and accounting standards such as GAAP or IFRS, and may prefer certifications like CPA. These roles involve managing premiums, claims, reserves, and financial analysis within the insurance sector.

Can you make $500,000 a year as an accountant?

Insurance agency accountants typically do not earn $500,000 annually, as most accounting roles in insurance agencies have salaries ranging from $50,000 to $120,000 depending on experience and location. Achieving higher earnings may require senior management positions, specialized skills, or working in larger firms with bonuses and profit-sharing. Advanced certifications like CPA or CMA can also enhance earning potential.

What is the highest paying insurance agent job?

The highest paying roles for insurance agents typically include senior or specialized positions such as insurance agency owners, executive sales managers, or agents working in high-net-worth client segments. These roles often require extensive experience, advanced certifications, and strong sales skills, with compensation potentially exceeding six figures annually through commissions and bonuses.

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 June 2026, with employment types broken down into 62% Full Time, 3% Part Time, and 35% Contract. Highlights an 95% Physical, 1% Hybrid, and 4% Remote job distribution, with an average salary of $95,659 per year, or $46 per hour.

Insurance Customer Service Representative

Profinium Insurance Agency

Truman, MN • On-site

$17.32 - $25.98/hr

Other

Medical, Dental, Vision, Life, Retirement, PTO

Posted 11 days ago

Job description

Description

Profinium Insurance Agency has an opportunity for a Customer Service Representative role based out of our Truman location! 

We are a full-service, family-owned Insurance Agency located in Southern MN. We believe that your AMAZING is possible & we are dedicated to helping our employees & clients achieve their dreams. Our Core Values of People First, Teamwork, Confidence, Accountable and Excel guide us in these pursuits: 

  • Cultivating excellence by challenging ourselves with courage and confidence.
  • Inspiring a fun environment where innovation thrives, mentoring is essential, and our journey is celebrated.
  • Delivering a legendary experience through our unrivaled service and empowering solutions.
  • Vested in our communities' success with leadership, resources and time.

So...Why work at Profinium? 

As some of our employee testimonials highlight, we value each other, positivity, and collaboration. We thrive on connectivity, teamwork, and pursuing innovative ways to help our employees grow personally & professionally. We care for our employees & their family members, and we understand the importance of whole well-being. We offer various benefits to our employees & their family members, including: 

  • Health Insurance 
  • Dental Insurance
  • Vision Insurance 
  • HSA with Company Match
  • Basic Life Insurance (100% paid by Profinium) 
  • Supplemental Life Insurance for employees and their spouse/dependents 
  • Critical Illness Insurance
  • Accident Insurance
  • Hospital Indemnity 
  • 401K with a generous company-match of up to 5%! 
  • Profit-Sharing
  • Student Loan Match Program
  • Flexible Spending Account Options  (Medical & Dependent Care)
  • Education Assistance Program 
  • Fitness Reimbursement 
  • Wellness Program 
  • Employee Assistance Program 
  • Paid Vacation, Paid Sick, Paid Holidays, Paid Volunteer time 
  • E-Team - program that delivers energy, excitement & engagement to our team! 
  • Built-In Career Pathing 
  • Community Involvement Opportunities 
  • Training & Development 
  • Leadership Opportunities 


SCOPE

You are responsible for supporting insurance agents in the processing of new applications, renewals, endorsements, claims, & submitting customer payments. You are proficient with the agency management system & carrier websites. You are the branch location point of contact for customers needing assistance in person or via telephone, ensuring our clients receive an AMAZING client experience with our Insurance Agency!


ACCOUNTABILITIES

Customer Service - 90%

  • You support the agents in a way that provides them the most opportunity to procure new business and retain existing business.
  • You interact with customers to provide information in response to inquiries about products and services.
  • You handle and resolve complaints in a timely manner.
  • You process and follow up on new applications, policy changes, reinstatements and cancellations of insurance policies.
  • You review insurance applications to ensure that all questions have been answered, compiling data on insurance policy changes, & changing policy record to conform to insured party's specifications
  • You enter customer information and policies accurately into the management program.
  • You compose business correspondence as requested.
  • You correspond with insured or agent to obtain information or inform them of account status changes.
  • You interview clients & take phone calls to provide customer service & obtain information on claims.
  • You organize & maintain policyholder files, including new, renewed & cancelled policies.
  • You process, prepare & submit business forms, such as applications for coverage to insurance carriers.
  • You review & verify data on insurance application & policies.
  • You attend meetings, seminars & programs to learn about new products & services & keep applicable licenses current.
  • You verify the accuracy from agent to insurance carriers on new & renewed policies & keep files up to date.
  • You process & track claims with companies & ensure up-to-date information in the management program.


Other -10%

  • You promote the AMAZING positive & energetic environment at Profinium by embracing our Purpose, Pledge, & Pursuits (P3's) & Core Values to guide your behavior.
  • You serve as back-up for the bookkeeping function to include the Accounting Software system.
  • You process daily incoming/outgoing mail.
  • You must comply with all company policies and procedures, applicable laws & regulations.
  • As part of the overall team and Agency employees, you may be requested to assist in the support of other agency activities.


Requirements

COMPETENCIES

Customer Service - Interpersonal Skills - Communication - Technology Driven - Self-motivated - Teamwork - Detail-Oriented - Reliable


EDUCATION, EXPERIENCE & SKILLS

  • You value client experience & are capable of committing to a team culture like no other!
  • You take pride in providing a quality product & having fun along the way!
  • You have a High School Diploma or General Education Degree (GED)
  • It is preferred that you have 1-3 years of customer service experience OR
  • You have equivalent combination of education & preferred experience
  • You have a high numerical aptitude
  • You have the ability to maintain confidential information
  • You have the ability to work with multiple levels of management & agency staff.
  • You have skills needed in a typical office environment, including computer skills & utilization of office equipment.

While performing the duties of this job, you are regularly required to move about inside the office to access file cabinets, office machinery, attend meetings, etc. You have the ability to operate a computer, carry, handle & feel objects; reach with hands & arms; communicate effectively & efficiently in person & over the phone. You must occasionally lift &/or move up to 25 pounds or more with assistance. You have the ability to travel to other locations as needed. Specific vision abilities required include close vision, distance vision, peripheral vision, depth perception & the ability to adjust focus.


The requirements listed above are representative of the knowledge, skills &/or abilities required for this position. Reasonable accommodations can be made to enable individuals with disabilities to perform the essential functions of this job. This document is intended to describe the general content & performance requirements of this position. It is not to be construed as an exhaustive statement of duties, responsibilities or requirements & does not imply a contract. Other duties may be assigned.


Profinium has the exclusive right to alter this job description at any time without notice.


Profinium, Inc. is an Affirmative Action/Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability, veteran status or any other characteristic protected by law.


Profinium, Inc. ("Profinium"), may use third-party websites to post employment opportunities. Profinium is not involved in the actual transaction between employment applicants and any third-party website. Authentication on the Internet is difficult; therefore, Profinium cannot and will not confirm that third-party websites are safe and secure with personal information, such as a social security number. Accordingly, Profinium discourages candidates from sharing personally sensitive information with third-party websites. Because Profinium cannot be involved in user-to-user dealings or control the behavior of employment applicants on third-party websites, in the event that you have damages from sharing personally sensitive information with a third-party website, you release Profinium (and our agents and employees) from claims, demands, and damages of every kind and nature, known and unknown, suspected and unsuspected, disclosed and undisclosed, arising out of or in any way connected with such damages. Profinium is under no legal obligation to, and do not, control the information provided by applicants made available through third-party websites. Profinium expects that you will use caution and common sense when using third-party websites while applying for employment opportunities.

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