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Insurance With Ams360 Jobs in Texas (NOW HIRING)

gpac

Personal Lines Account Manager

Whitehouse, TX · On-site

$37K - $51K/yr

Experience with AMS360 and Rapid Rater * Willingness to pursue professional designations such as ... If you would like to learn more about Insurance opportunities, please contact Nigel Jenkins at ...

gpac

Personal Lines Account Manager

Bullard, TX · On-site

$37K - $51K/yr

Experience with AMS360 and Rapid Rater * Willingness to pursue professional designations such as ... If you would like to learn more about Insurance opportunities, please contact Nigel Jenkins at ...

gpac

Personal Lines Account Manager

Flint, TX · On-site

$37K - $50K/yr

Experience with AMS360 and Rapid Rater * Willingness to pursue professional designations such as ... If you would like to learn more about Insurance opportunities, please contact Nigel Jenkins at ...

gpac

Personal Lines Account Manager

Van, TX · On-site

$38K - $51K/yr

Experience with AMS360 and Rapid Rater * Willingness to pursue professional designations such as ... If you would like to learn more about Insurance opportunities, please contact Nigel Jenkins at ...

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All JobsInsurance With Ams360 JobsInsurance With Ams360 Jobs in Texas

Insurance With Ams360 information

See Texas salary details

$28.9K

$54.2K

$80.6K

How much do insurance with ams360 jobs pay per year?

As of Aug 9, 2026, the average yearly pay for insurance with ams360 in Texas is $54,220.00, according to ZipRecruiter salary data. Most workers in this role earn between $44,700.00 and $62,000.00 per year, depending on experience, location, and employer.

What is insurance with AMS360?

Insurance with AMS360 refers to the management and administration of insurance policies, clients, and agency operations using the AMS360 management system. AMS360 is a popular agency management software developed by Vertafore that streamlines workflows for independent insurance agencies. It helps agencies handle customer information, track policies, process renewals, generate reports, and manage accounting, all in one platform. This system is widely used to improve efficiency, accuracy, and customer service in the insurance industry.

What is the difference between Insurance With Ams360 vs Insurance Agent?

AspectInsurance With Ams360Insurance Agent
CredentialsTypically requires licensing and industry certificationsRequires state licensing and often certifications
Work EnvironmentOffice-based, using software like Ams360 for policy managementOffice or client-facing, involving direct customer interaction
Industry UsageUsed by agencies for policy administration and CRMUsed by professionals selling and managing insurance policies

Insurance With Ams360 is a software platform used by insurance agencies to manage policies, whereas an Insurance Agent is a professional who sells and manages insurance policies. While both roles require licensing, the software focuses on administrative tasks, and the agent interacts directly with clients. Understanding these differences helps clarify the distinct functions within the insurance industry.

What are the key skills and qualifications needed to thrive as an insurance professional using AMS360?

To thrive as an Insurance Professional using AMS360, you need a solid understanding of insurance products, policy management, and industry regulations, typically supported by relevant licenses such as a Property & Casualty Insurance License. Proficiency in AMS360 agency management software, as well as familiarity with CRM systems and digital document management tools, is crucial. Strong attention to detail, organizational skills, and effective communication set top performers apart in this role. These skills ensure accurate policy processing, regulatory compliance, and excellent client service in a competitive insurance environment.

What are some common challenges faced by insurance professionals working with AMS360, and how can they be managed?

Insurance professionals using AMS360 often face challenges such as adapting to frequent software updates, ensuring data accuracy, and streamlining workflows within the platform. Successfully managing these challenges typically involves staying up-to-date with training resources, leveraging support from the AMS360 community, and collaborating closely with team members to share best practices. Many agencies also designate 'super users' or system administrators to help resolve technical issues and provide ongoing support, fostering a smoother workflow for the entire team.
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Insurance With Ams360 jobs near you

Staff Accountant

Benchmark Insurance Group & Rise Group

Houston, TX • On-site

$52K - $69K/yr

Full-time

Re-posted 11 days ago

Job description

Salary: 50,000 to 70,000

Staff Accountant

Benchmark Insurance Group of Texas


Position Summary

Benchmark Insurance Group is seeking a highly organized, analytical, and technology-driven Staff Accountant to support the financial operations of a rapidly growing insurance brokerage, MGA, and risk management firm specializing in real estate, construction, hospitality, and commercial insurance. The ideal candidate is not simply an accountant but a business-minded financial professional who enjoys building processes, improving systems, and creating financial visibility for leadership.

This role will be responsible for day-to-day accounting operations, agency bill reconciliations, commission accounting, carrier payables, accounts receivable management, trust accounting support, financial reporting, and KPI tracking. The Staff Accountant will play a critical role in helping Benchmark improve operational efficiency, cash flow management, profitability analysis, and financial controls. Financial transparency, commission reconciliation, trust accounting, and monthly reporting have been identified as strategic priorities for the organization.


About Benchmark Insurance Group

Benchmark Insurance Group is one of the fastest-growing insurance brokerages in Texas, specializing in real estate, construction, hospitality, and commercial insurance. Our mission is to simplify insurance distribution and underwriting through technology, data analytics, and industry expertise while delivering exceptional client service.

We are building an organization that values:

  • Professionalism
  • Integrity
  • Innovation
  • Accountability
  • Attention to Detail
  • Customer-Centric Service
  • Continuous Improvement
  • Ownership Mentality


Primary Responsibilities


Financial Accounting

  • Prepare monthly financial statements
  • Maintain general ledger accuracy
  • Perform month-end and year-end close activities
  • Prepare journal entries and account reconciliations
  • Review and reconcile bank accounts and credit card transactions
  • Assist in annual tax preparation and audits


Agency Bill & Trust Accounting

  • Reconcile agency bill transactions
  • Reconcile trust accounts monthly
  • Monitor carrier payables and receivables
  • Ensure compliance with Texas insurance trust accounting requirements
  • Investigate and resolve reconciliation discrepancies
  • Trust accounting and monthly reconciliation procedures are key agency initiatives.


Accounts Receivable Management

  • Monitor customer aged receivables
  • Identify delinquent accounts
  • Coordinate collections efforts with Account Managers
  • Produce monthly AR reports
  • Assist leadership in reducing bad debt exposure
  • Benchmark has identified accounts receivable management and collection procedures as a strategic priority.


Commission Accounting

  • Calculate and reconcile broker commissions
  • Reconcile carrier commission statements
  • Prepare monthly producer commission reports
  • Validate commission calculations against agency agreements
  • Assist with commission plan administration
  • Commission reconciliation and reporting are core accounting objectives.


Financial Reporting & KPIs

Prepare monthly:

  • Profit & Loss Statements
  • Balance Sheets
  • Cash Flow Reports
  • Aged Receivables Reports
  • Producer Production Reports
  • Department KPI Reports
  • Vendor Expense Analysis
  • Budget vs Actual Reports
  • Benchmark emphasizes monthly KPI reporting and operational accountability across all departments.

Operational Analysis

  • Analyze agency profitability
  • Track revenue by department
  • Monitor retention and growth metrics
  • Identify opportunities for cost reduction
  • Review recurring vendor expenses
  • Assist with budgeting and forecasting
  • Benchmark is actively focused on cost controls, operational efficiency, and profitability analysis.

Technology & Process Improvement

  • Assist with AMS360 accounting integration
  • Support QuickBooks administration
  • Help automate financial reporting
  • Improve accounting workflows
  • Maintain accounting SOPs
  • Support financial dashboard development
  • Benchmarks growth strategy relies heavily on technology integration, automation, and data visibility.


Required Qualifications


Education

  • Bachelors Degree in Accounting, Finance, or related field


Experience

  • 3-7 years accounting experience
  • Insurance agency, MGA, brokerage, or financial services experience preferred
  • Experience with commission accounting preferred
  • Experience with accounts receivable and collections
  • Experience with financial reporting and reconciliations


Software Experience

Preferred:

  • QuickBooks
  • AMS360
  • Vertafore
  • Microsoft Excel (Advanced)
  • Power BI
  • Microsoft 365
  • Google Sheets