Accountant or Bookkeeper - Retail Agency - Covina

Covina, California
$60,000 - $80,000
Jul 28, 2017
Aug 23, 2017
Job Type
Full Time

Agency Accountant is needed for a wonderful team in Covina, CA.

We are looking for an experienced Agency Accountant to join our team. In this position, you will report to the Accounting Manager and work with the Agency Operations Manager, Accounting Manager and agency personnel in all operations of the agency. You will also support the accounting department in other capacities as needed.

Job Description Summary

The Accountant is responsible for specific tasks included in the agency accounting function:

  • Reconciling monthly agency and direct bill statements
  • Analyze and research billing discrepancies
  • Daily lockbox monitoring and applying cash receipts in the agency management system
  • Collections process including monitoring aged receivable schedules and researching outstanding receivables. Generate weekly dunning letters.
  • Communicate with agency personnel to resolve customer/broker billing issues
  • Weekly bank account transfers of premiums, commissions, etc.
  • Prepare audit schedules as necessary; Perform special projects and ad hoc analyses as needed


  • Bachelor’s degree in accounting
  • 2 to 3 years financial accounting experience in an insurance agency
  • Proficient in AR, cash and revenue cycle
  • Must have good organization skills and be detail oriented
  • Organized self-starter that works well in a team environment
  • Excellent interpersonal skills
  • Knowledge of The Applied Management system (TAM) is highly desirable
  • Knowledge of Microsoft Office Applications and ability to learn new software programs

What We Offer

We offer a competitive compensation package and excellent career advancement opportunities. Our benefits include: Medical & Dental Plans, Life Insurance, Health Care Flexible Spending, Dependent Care, 401k Savings Plans, Paid Vacation and Holidays

Job Type: Full Time Permanent

Job Location: Covina, CA - just about 23 mile against traffic from Los Angeles, Downey, Brea or Glendale.

Please let me know if you know anyone interested in this fabulous opportunity. I have helped 4 others join this great company and they all love the firm!