Insurance Resourcing
Seattle, WA
$75,000 to $95,000 + bonus

If you are an experienced Accountant, ideally with insurance agency experience, and are looking for more growth and opportunity to take on a leadership role, you owe it to yourself to check out my client’s new role.

My client is part of one of the largest insurance brokerages in the country. This is a regional office that oversees the accounting month end financial reports for 12 different agencies. You will report to the VP of Finance in this new role. The office uses AMS360 agency management system as well as a proprietary software for all accounting including using Excel for reporting.

Key responsibilities:

Ensures all accounting entries are completed by the second business day subsequent month end and consolidated financial statements and dashboard are issued by the fifth business day subsequent month end.

Responsible for ensuring the accuracy of the monthly financial statements, including (1) the reconciliation of subsidiary ledgers or account support documents to the general ledger (2) the identification and explanation of actual vs. budget revenue or expense fluctuations (3) the preparation and accuracy of various financial management related reports.

Oversight of financial reporting on a monthly basis. Creates detailed and summary level reports for local and regional branches.

Process/approves carrier and vendor payments

Reviews financial statements to identify potential errors or areas for improvement

Assists Director of Finance in preparing or reviewing necessary monthly/quarterly/annual journal entries necessary to close

Assists with budget preparation

Monitor accounts receivable and accounts payable and take action as necessary for aged items

Prepares reports which summarize and forecast company business activity and financial position in areas of income, expenses, and earnings based on past, present, and expected operations.

Reconcile general ledger and bank accounts

Provides management with timely reviews of organization’s financial status and progress in its various programs and activities

Manages accounts receivable and ensures the accounts receivable policy is properly enforced

The office is in downtown Seattle with lovely skyline views. They provide a company paid ORCA card, terrific benefits and retirement, have a nice work/life balance, and over one third of their employees have been with the firm for 10 years or more! This is a Mon to Fri in-office position with flexible start times. After training, there will be a 1 day work from home option.

Future growth opportunities include accounting staff management and other special projects as outlined by the Director of Finance.

Candidates must have performed all of these accounting functions at a previous firm. Preference will be given to candidates who have insurance agency accounting experience. Knowledge of AMS360 is a huge plus.

To apply, email your resume to or call 425-298-0278.

Out of state candidates moving to the Seattle area within the next 30 days are encouraged to apply. Some relocation assistance may be available.