Accounting Specialist

Title : Part-Time Accounting Specialist

Location : Delafield, WI

Job Type : Permanent

Compensation : $30 - $33/hr

Industry: Insurance

Hours: 15-20 per week

About The Role

Our client, a well-established organization within the insurance industry, is seeking a Part-Time Accounting Specialist to support critical accounting and financial operations in Delafield, Wisconsin. This position is ideal for an experienced accounting professional who thrives in a detail-oriented environment and enjoys working independently while maintaining a high level of accuracy and accountability.

The ideal candidate will have experience within an insurance agency or a related financial services environment and possess a strong understanding of insurance accounting processes, including agency billing, premium financing, commission accounting, and carrier payables. This role offers a flexible part-time schedule of 1520 hours per week and the opportunity to contribute to a stable, long-term organization.

Job Description

The Part-Time Accounting Specialist will be responsible for maintaining accurate financial records and supporting daily accounting functions. Key responsibilities include:

• Perform daily and monthly account reconciliations
• Reconcile insurance commissions and agency bill accounts
• Process agency bill transactions and carrier payments
• Manage premium financing activities and related accounting entries
• Prepare and post journal entries
• Process accounts payable and vendor invoices
• Deposit checks and accurately record cash receipts
• Maintain general ledger balances and support account reconciliation activities
• Research and resolve accounting discrepancies
• Ensure financial transactions are completed accurately and in a timely manner
• Maintain organized financial records and documentation
• Support additional accounting and reporting activities as needed

Work Schedule:

• Part-time, 1520 hours per week
• Flexible scheduling based on business needs
• Initially onsite in Delafield, WI for training and onboarding
• Potential for a hybrid work arrangement based on performance and business needs

Qualifications

Required Qualifications:

• 3+ years of accounting, bookkeeping, or related financial experience
• Experience with account reconciliations, journal entries, accounts payable, and cash receipt processing
• Exceptional attention to detail and commitment to accuracy
• Strong analytical and problem-solving skills
• Ability to work independently and manage responsibilities with minimal supervision
• High degree of professionalism, integrity, and accountability
• Strong organizational and time management skills
• Proficiency with Microsoft Office applications, including Excel
• Ability to handle confidential financial information with discretion

Preferred Qualifications:

• Previous insurance agency accounting experience
• Knowledge of:
• Agency bill accounting
• Commission reconciliation and commission payout processes
• Premium financing
• Carrier payables
• Insurance accounting workflows
• Experience working in financial services, wealth management, financial planning, banking, or related industries
• CPA designation or accounting-focused educational background
• Experience supporting accounting functions in a highly regulated environment
  

Benefits

Our client offers a competitive salary complemented by a bonus program, comprehensive group benefits, a retirement plan, and paid time off (PTO) to support employees' overall well-being and financial future. Team members enjoy a supportive work environment where guidance is available when neededwithout the drawbacks of micromanagementallowing autonomy to succeed in the role. The organization deeply values work-life balance and respects the importance of family needs and priorities. To foster connection and collaboration, they host quarterly team-building events that bring the entire agency together. Professional growth is a priority, and our client actively encourages continuing education, designation courses, and certifications, including reimbursement for approved programs. With engaged ownership and hands-on management, you'll be joining an agency that invests in its people and champions long-term success.

How To Apply

Take the first step on your new career path! To submit yourself for consideration for this role, simply click the apply button and complete our mobile-friendly online application. Once weve reviewed your application details, a recruiter will reach out to you with next steps!

Equal Opportunity Statement

As an equal opportunity employer, Dahl Consulting welcomes candidates of all backgrounds and experiences to apply. If this position sounds like the right opportunity for you, we encourage you to take the next step and connect with us. We look forward to meeting you!

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