Accounting Assistant​/Accountant

Practice Manager at The Jonus Group Specialized in Professional Services Recruiting:
Legal, Accounting/Finance, and Human Resources Job Description

Accounting Assistant / Accountant

A growing insurance agency is seeking an organized and detail-oriented Accounting Assistant/Accountant to support the SVP of Finance & Accounting. This role is ideal for someone who enjoys hands‑on accounting work in a fast‑paced environment and wants to contribute directly to financial accuracy and operational success. The Accounting Assistant will perform daily accounting operations with a focus on cash posting, reconciliations, client billing, and payment tracking.

Strong attention to detail, accuracy, and the ability to manage multiple priorities is essential.

Experience with in an insurance agency environment particularly with AMS
360 and Image Right – is highly preferred.

• Post cash receipts and client payments accurately and in a timely manner.
• Maintain daily cash logs and ensure proper allocation within AMS
  360.
• Process check runs, print checks, and manage vendor payments.
• Prepare and send client invoices, statements, and billing summaries.
• Track receivables and monitor overdue balances.
• Research and resolve client accounting discrepancies, including payment mismatches and unapplied cash.
• Handle direct bill processing using AMS
  360.
• Reconcile bank statements, trust accounts, and other financial accounts on a monthly basis.
• Reconcile carrier statements and resolve differences.
  
  Assist with month‑end close, including preparing journal entries and supporting schedules.
• Maintain organized documentation in Image Right and AMS
  360.
• Assist with data entry, file maintenance, and document indexing.
• Support the SVP in preparing internal accounting reports as needed.

• 1–3 years of accounting experience (insurance agency experience preferred).
• Familiarity with AMS
  360 and Image Right (or similar agency management systems).
• Strong knowledge of basic accounting principles (AR/AP, journal entries, reconciliations).
• Excellent attention to detail and organizational skills.
• Proficiency in Microsoft Excel, Word, and Outlook.
• Ability to communicate clearly with internal teams and clients.
• Associate’s or Bachelor’s degree in Accounting, Finance, or a related field.
• Experience with agency billing, direct bill workflows, or premium accounting.
• Ability to work independently, prioritize tasks, and meet deadlines.

• Salary: $60K–$70K, depending on experience and qualifications.
• Benefits:
  Includes comprehensive vacation/sick time, health and vision insurance, life insurance, and long‑term disability coverage.

Disclaimer:
Please note that this job description may not cover all duties, responsibilities, or aspects of the role, and it is subject to modification at the employer’s discretion.

Entry level

Full‑time

Sales, Business Development, and Finance

Banking, Financial Services, and Insurance