Insurance Agency Accountant - Independent Insurance Agency

Insurance Agency Accountant - Independent Insurance Agency - Base Salary to 95k/year - Ashburn, VA

• Our client, a growing independent insurance agency in the Ashburn, VA area, has an immediate need for an Insurance Agency Accountant to join their team. This multi-line agency provides Commercial Lines, Personal Lines, Employee Benefits, Auto, and Home insurance solutions.
• This role will oversee day-to-day accounting operations and provide leadership to a small accounting team. The position offers the opportunity to work within a collaborative, family-oriented agency environment with long-term growth potential.

Responsibilities:

• Oversee daily accounting operations within an independent insurance agency environment
• Perform general ledger reconciliations, journal entries, account analysis, and financial reporting
• Manage month-end and year-end close processes, including balance sheet reconciliations and financial statement preparation
• Support forecasting, auditing, tax preparation, and regulatory reporting activities
• Monitor Accounts Payable, Accounts Receivable, cash flow activity, and banking relationships
• Coordinate with external auditors during annual audit processes
• Develop and maintain accounting procedures and operational controls to support compliance and reporting accuracy
• Supervise and support a team of three accounting associates
• Collaborate with agency leadership and internal departments to ensure timely and accurate financial reporting
• Utilize Applied Epic or similar insurance agency management systems for accounting and reporting functions

Qualifications:

• 7+ years of accounting or financial experience within the insurance industry
• Prior accounting experience within an independent insurance agency, brokerage, or multi-carrier insurance environment
• Experience overseeing or leading accounting staff
• Strong knowledge of general ledger reconciliations, financial reporting, month-end close, and accounting procedures
• Proficiency with Microsoft Excel and the Microsoft Office Suite
• Experience utilizing Applied Epic or a similar Agency Management System (AMS)

Compensation:

• Base salary in the 75k – 95k/year range plus bonus opportunity
• Medical, dental, and vision insurance
• 401k with company match
• Paid time off
• Employee discount programs
• Monday through Friday schedule
• Hybrid work schedule available after initial onboarding period

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