Staff Accountant
About The Position
Benchmark Insurance Group is seeking a highly organized, analytical, and technology-driven Staff Accountant to support the financial operations of a rapidly growing insurance brokerage, MGA, and risk management firm specializing in real estate, construction, hospitality, and commercial insurance. The ideal candidate is not simply an accountant but a business-minded financial professional who enjoys building processes, improving systems, and creating financial visibility for leadership. This role will be responsible for day-to-day accounting operations, agency bill reconciliations, commission accounting, carrier payables, accounts receivable management, trust accounting support, financial reporting, and KPI tracking. The Staff Accountant will play a critical role in helping Benchmark improve operational efficiency, cash flow management, profitability analysis, and financial controls. Financial transparency, commission reconciliation, trust accounting, and monthly reporting have been identified as strategic priorities for the organization. Benchmark Insurance Group is one of the fastest-growing insurance brokerages in Texas, specializing in real estate, construction, hospitality, and commercial insurance. Our mission is to simplify insurance distribution and underwriting through technology, data analytics, and industry expertise while delivering exceptional client service. We are building an organization that values: Professionalism Integrity Innovation Accountability Attention to Detail Customer-Centric Service Continuous Improvement Ownership Mentality
Requirements
- Bachelor’s Degree in Accounting, Finance, or related field
- 3-7 years accounting experience
- Experience with accounts receivable and collections
- Experience with financial reporting and reconciliations
- QuickBooks
- AMS360
- Vertafore
- Microsoft Excel (Advanced)
- Power BI
- Microsoft 365
- Google Sheets
Nice To Haves
- Insurance agency, MGA, brokerage, or financial services experience preferred
- Experience with commission accounting preferred
Responsibilities
- Prepare monthly financial statements
- Maintain general ledger accuracy
- Perform month-end and year-end close activities
- Prepare journal entries and account reconciliations
- Review and reconcile bank accounts and credit card transactions
- Assist in annual tax preparation and audits
- Reconcile agency bill transactions
- Reconcile trust accounts monthly
- Monitor carrier payables and receivables
- Ensure compliance with Texas insurance trust accounting requirements
- Investigate and resolve reconciliation discrepancies
- Monitor customer aged receivables
- Identify delinquent accounts
- Coordinate collections efforts with Account Managers
- Produce monthly AR reports
- Assist leadership in reducing bad debt exposure
- Calculate and reconcile broker commissions
- Reconcile carrier commission statements
- Prepare monthly producer commission reports
- Validate commission calculations against agency agreements
- Assist with commission plan administration
- Prepare monthly Profit & Loss Statements
- Prepare monthly Balance Sheets
- Prepare monthly Cash Flow Reports
- Prepare monthly Aged Receivables Reports
- Prepare monthly Producer Production Reports
- Prepare monthly Department KPI Reports
- Prepare monthly Vendor Expense Analysis
- Prepare monthly Budget vs Actual Reports
- Analyze agency profitability
- Track revenue by department
- Monitor retention and growth metrics
- Identify opportunities for cost reduction
- Review recurring vendor expenses
- Assist with budgeting and forecasting
- Assist with AMS360 accounting integration
- Support QuickBooks administration
- Help automate financial reporting
- Improve accounting workflows
- Maintain accounting SOPs
- Support financial dashboard development
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
