Staff Accountant

Whiteboard Risk & Insurance Solutions

Staff Accountant

Remote,
Full Time
Paid
  • Responsibilities

    Are you an experienced accounting professional with a background in the insurance industry, specifically agency operations? We’re looking for a Staff Accountant to join our growing, remote-first organization. This individual will play a vital role in our day-to-day financial operations, supporting the CFO and applying their knowledge of insurance agency accounting to ensure accuracy, efficiency, and compliance across all financial processes. Please Note: At this time, we are not accepting unsolicited contact from recruiters, staffing agencies, or headhunters. We respectfully request that third parties refrain from reaching out regarding this position. Our hiring team is focused on sourcing and engaging directly with candidates, and we prefer to manage our recruitment efforts internally. Thank you for your understanding. Responsibilities: • Perform accurate and timely data entry related to insurance transactions • Process and reconcile commission statements from carriers • Manage agency bill transactions and ensure proper allocation of premiums and payables • Conduct general bookkeeping and month-end reconciliations • Support the CFO with accounting projects and operational financial tasks Qualifications: • Bachelor’s degree in Accounting (4-year degree required) • 3–5 years of accounting experience, preferably in the insurance industry • Demonstrated experience in insurance agency accounting • Proficiency in Applied EPIC accounting functions is required Compensation: $70,000 - $90,000 yearly

    • Perform accurate and timely data entry related to insurance transactions • Process and reconcile commission statements from carriers • Manage agency bill transactions and ensure proper allocation of premiums and payables • Conduct general bookkeeping and month-end reconciliations • Support the CFO with accounting projects and operational financial tasks

  • Compensation
    $70,000-$90,000 per year