Staff Accountant

Benchmark Insurance Group

Houston (TX)

On-site

USD 60,000 - 80,000

Full time

14 days+

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Benefits offered by this job

Competitive compensation

Growth opportunities

Job summary

Benchmark Insurance Group is seeking a Staff Accountant to join our fast-growing Texas-based team. The role supports financial operations across insurance brokerage, MGA, and risk management with a focus on transparency and process improvement.

You will handle day-to-day accounting, agency bill and trust accounting, AR management, and monthly reporting, while helping advance profitability analysis and internal controls. A business-minded approach and comfort with KPI tracking are essential.

Qualifications

3–7 years accounting experience.
Experience with commission accounting preferred.
Experience with accounts receivable and collections.
Experience with financial reporting and reconciliations.

Responsibilities

Prepare monthly financial statements and close activities.
Maintain general ledger accuracy and journal entries.
Reconcile agency bill transactions and trust accounts.
Monitor receivables and coordinate collections with Account Managers.
Prepare monthly producer commission reports and KPI dashboards.
Support budgeting, forecasting, and cost-control initiatives.

Skills

Analytical

Attention to detail

Organizational skills

Communication skills

Education

Bachelor’s Degree in Accounting, Finance, or related field

Tools

QuickBooks

AMS360

Vertafore

Microsoft Excel

Power BI

Microsoft 365

Google Sheets

Job description

Staff Accountant

Benchmark Insurance Group of Texas

Position Summary

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.

About Benchmark Insurance Group

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

Primary Responsibilities

Financial Accounting

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

Agency Bill & Trust Accounting

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
Trust accounting and monthly reconciliation procedures are key agency initiatives.

Accounts Receivable Management

Monitor customer aged receivables
Identify delinquent accounts
Coordinate collections efforts with Account Managers
Produce monthly AR reports
Assist leadership in reducing bad debt exposure
Benchmark has identified accounts receivable management and collection procedures as a strategic priority.

Commission Accounting

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
Commission reconciliation and reporting are core accounting objectives.

Financial Reporting & KPIs

Prepare monthly:

Profit & Loss Statements
Balance Sheets
Cash Flow Reports
Aged Receivables Reports
Producer Production Reports
Department KPI Reports
Vendor Expense Analysis
Budget vs Actual Reports
Benchmark emphasizes monthly KPI reporting and operational accountability across all departments.

Operational Analysis

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
Benchmark is actively focused on cost controls, operational efficiency, and profitability analysis.

Technology & Process Improvement

Assist with AMS360 accounting integration
Support QuickBooks administration
Help automate financial reporting
Improve accounting workflows
Maintain accounting SOPs
Support financial dashboard development
Benchmark’s growth strategy relies heavily on technology integration, automation, and data visibility.

Required Qualifications

Education