Job Snapshot

Location: Des Moines, IA, Cedar Falls, IA, or Remote
Employee Type: Full-Time Employee
Industry: SaaS, Insurance
Manages Others: No
Job Type: Accounting/Finance

Education: 4 Year Degree or Equivalent Experience
Experience: 3+ Years
Travel: < 5%
Relocation Covered: No

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Why You’ll Love AgencyBloc

We solve problems for our customers. We give ourselves the autonomy to be awesome. We will be human. We are maniacal about success. This is the culture you’ll be a part of if you join the AgencyBloc Team. We are the #1 Agency Recommended Management Platform for life and health insurance agencies. We help grow our clients’ business with an industry-specific CRM, commissions processing, and integrated business and marketing automation.

Job Description

We are seeking a highly motivated and experienced Accountant to join our team. The Staff Accountant will prepare and maintain financial records to track the organization’s assets, liabilities, profit and loss, tax liabilities, and other related financial activities.


  • Participate in all accounting functions (accounts receivable, accounts payable, payroll, treasury, month/year end close, etc.)
  • Maintains the general ledger
  • Reconciles bank accounts, verifies deposits, and addresses inquiries from banks
  • Reconciles cash disbursement accounts, payroll, customer accounts, and other financial accounts; manages accounts receivable collections
  • Verifies and/or completes payment of invoices associated with accounts payable and ensures payments are charged to the appropriate accounts
  • Prepares monthly balance sheets, income statements, and profit and loss statements
  • Processes sales tax filings and handles various state and local business tax items, as needed
  • Provides outside auditors with assistance; gathers necessary account information and documents to perform annual audit
  • Coordinates with ERP vendor to maintain accounting software systems; recommends updates to enhance the accounting software
  • Maintains knowledge of acceptable accounting practices and procedures
  • Performs other related duties as assigned

Required Skills/Abilities:

  • Excellent verbal and written communication skills
  • Excellent organizational skills and attention to detail
  • Knowledge of general financial accounting
  • Understanding of and the ability to adhere to generally accepted accounting principles
  • Proficient with Microsoft Office Suite and Google Office Suite
  • Experience with Sage Intacct or similar software

Education and Experience:

  • Bachelor’s degree in Accounting, or related field, required
  • At least three years of related experience required

Applicants for employment in the US must have work authorization that does not now or in the future require sponsorship of a visa for employment authorization in the United States.

More on AgencyBloc:

Headquartered in Iowa, we are a growing software company which provides online software solutions that helps insurance agencies increase efficiency, enhance customer satisfaction, control costs, and stay competitive. We currently have customers nationwide. Core values of our company include:

  • Client-centric organization focused on delivering great customer service
  • Positive, collaborative team environment with coworkers who genuinely care about their work
  • High level of professionalism in everything we do
  • Continuous teaching, learning, and growth for all team members as they share in the journey that is the story of our company

Apply Now


Current Openings

We continue to grow and are always looking for talented people to join our team. To inquire about potential openings you don't see listed above, email your cover letter and resume to

Click here to download our privacy notice for job candidates.

Member of The Bloc Perks & Benefits

At AgencyBloc, our culture depends on our people. Ensuring our employees feel supported in all aspects of their lives is important. One way we address this is through our competitive benefits and perks, which include:

  • Health insurance
  • Dental and vision benefits
  • Life insurance
  • Disability insurance
  • HSA with generous employer contributions
  • Flex spending accounts
  • PTO & paid holidays
  • VTO (volunteer time off)
  • Family leave
  • Remote work
  • Flex time (flexible work schedules)
  • Half-day Fridays in the summer months

Our Mission

Our mission is to provide powerful solutions by making the convoluted, straightforward.  We want our technology to transform the organizations that use it.

The Culture We Live By