Staff Accountant

SIGNERS

. Apply daily cash receipts from agents and insurance carriers.

Posted 9/18/2026full-timeRemote • New York • United StatesJuniorMid-LevelWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in accounting operations, including cash receipts processing, accounts payable, and month-end closing. Proficient in premium trust accounting and capable of identifying process efficiencies within the insurance industry.

Highest-signal resume keywords

Accounting ExperiencePremium Trust AccountingMGA ExperienceMicrosoft Excel ProficiencyAnalytical Skills

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Cash Receipts ProcessingAccounts Payable ProcessingBank ReconciliationJournal Entry PostingTax Payment ProcessingData Entry AccuracyFinancial ReportingProcess ImprovementMonth-End ClosingYear-End Closing

Soft Skills

Attention to DetailCritical ThinkingOrganizational SkillsCommunication SkillsInitiative

Tools & Technologies

IMSNetSuiteAgency Management System

Certifications & Qualifications

Bachelor’s Degree in Accounting

Industry Keywords

Insurance IndustryAccounts ReceivablesCommission PaymentsDirect Bill CommissionsReturn Premium Invoices

About the role

Key responsibilities & impact

Apply daily cash receipts from agents and insurance carriers.
Record direct bill commissions accurately.
Process daily accounts payable invoices to vendors and carriers.
Administer monthly commission payments to agents.
Process monthly return premium invoices.
Monitor and follow up on accounts receivables collections.
Assist in processing and reconciling tax payments.
Complete month bank reconciliations across multiple accounts.
Support day-to-day accounting operations.
Assist with month-end and year-end closing processes.
Analyze and report on weekly cash flow needs.
Post monthly journal entries.
Ensure accurate data entry and maintain accounting records.
Participate in process improvement and automation initiatives.
Perform other accounting duties or projects as assigned.

Requirements

What you’ll need

Minimum of 2-3 years of accounting experience; insurance industry experience preferred.
Bachelor’s degree in accounting or related field.
Strong knowledge of premium trust accounting.
Experience with an MGA (Managing General Agency) preferred.
Experience with IMS or another Agency Management System.
Proficiency in Microsoft Excel.
High attention to detail and accuracy.
Ability to use initiative and good judgement in accomplishing tasks with minimal errors/Must possess critical thinking skills.
Ability to work independently and collaboratively.
Strong analytical, organizational, and communication skills.
Ability to identify and implement process efficiencies.
Knowledge of NetSuite is a plus.