Senior Accountant

Senior Accountant

Why join Morris & Garritano?

Agency Awards, Recognition & Accomplishments:

• Central Coast Best Places to Work by Pacific Coast Business Times (2018-2025)
• Best Agencies to Work for by Insurance Journal (2017-2019, 2021, 2024)
• NU Agency of the Year by National Underwriters and PropertyCasualty360 (2018)
• Big “I” Best Practices Agency by Independent Insurance Agents & Brokers of America (2016-2024)
• Top 100 P&C Agencies (#100 – 2023, #98 – 2024)
• MVP Account Managers (Insurance Journal)
• Top P&C Agent of the Year (Insurance Journal) 2022
• Leaders of Influence – Insurance by Orange County Business Journal (2023)

How you will be Compensated

• $76,500-$95,600 Depending on Experience
• Medical, Dental Vision Insurance, we cover 98% of the premiums for most individual plans
• Free Employee Assistance Program
• Employee Assistance Program
• Paid Time Off, Holidays, and Sick Time
• Disability and Life Insurance
• 401(k) with match
• Flexible Spending Plan

About the Role:

We are seeking a detail-oriented and proactive Senior Accountant to join our independent insurance agency. This key role will oversee the financial accuracy and efficiency of our insurance accounting processes, especially those involving premium payments to and commission payments from Insurance Carriers. The ideal candidate brings strong accounting expertise, excellent organizational skills, and a collaborative mindset.

What you will Do:

• You will work in our beautiful SLO office 5 days a week.
• Provide oversight for the Direct Bill processing
• Generate and issue client invoicing
• Monitor Accounts Receivable
• Process collection of cash and the reconciliation of client accounts
• GL and AP Management
• Provide backup for payroll processing
• Support month-end and year-end closings activity
• Assist with auditing, budgeting and internal controls

Who You Are:

• You enjoy creating collaborative relationships with your team as well as with clients and carrier partners.
• You feel at home learning new software and ERP platforms.
• You thrive when providing checks and balances within general accounting activities.
• You take pride in your ability to pivot depending on day to day business needs without losing perspective on priorities.
• You are comfortable asking questions, seeking context, and uncovering solutions.

Qualifications

• Bachelor's Degree in Accounting or Finance
• 3+ years in a senior level accounting role
• Strong understanding of AR, AP, Payroll and GL accounting principles
• Experience with direct billing processes
• Strong Excel and accounting software platform experience