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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates extensive experience in overseeing accounting operations, including AP, AR, reconciliations, and revenue reporting within the insurance industry. Proven ability to lead and mentor accounting teams while ensuring compliance with industry regulations and improving operational efficiency.
Highest-signal resume keywords
5+ Years Accounting ExperienceSupervisory ResponsibilityInsurance Agency Accounting ExperienceAP/AR ManagementProcess Improvement
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
ReconciliationsRevenue ReportingFinancial ReportingJournal EntriesBilling OperationsQuality Assurance ReviewsFinancial Risk IdentificationPayroll ManagementBank Statement ReconciliationPremiums Payable Worksheets
Soft Skills
Organizational SkillsAnalytical SkillsProblem-Solving SkillsMentoringTeam Leadership
Tools & Technologies
AI ToolsAutomation ToolsInsurance-Based Management Systems
Industry Keywords
Insurance AgencyAccounting PoliciesComplianceCarrier PayablesAdministrative Responsibilities
About the role
Key responsibilities & impact- Oversee day-to-day accounting operations of a growing insurance agency
- Supervise AP/AR activities
- Review agency billing accounting operations
- Oversee commission revenue reporting and reconciliations
- Manage a small accounting support team, including external and overseas resources
- Provide guidance and resolve operational issues
- Improve workflows and ensure accurate financial processing
- Coach team members and provide feedback on performance and career growth
- Set team deadlines and priorities
- Build and maintain relationships with Acrisure personnel and partners
- Follow up on projects and hold others accountable for deadlines and administrative responsibilities
- Maintain compliance with industry regulations, best practices, and accounting policies
- Implement and maintain carrier payables policies, procedures, and controls
- Perform quality assurance reviews of accounting-policy compliance
- Identify financial risks and raise issues with suggested solutions to the People Leader
- Participate in special projects and initiatives
- Prepare monthly Premiums Payable Worksheets
- Calculate and post monthly reconciliation journal entries to the general ledger
- Prepare monthly financial reports for Home Office
- Reconcile bank statements, set up wires and ACHs, and maintain banking relationships
- Prepare renewal reports and supervise renewal-team workload
- Prepare monthly bond-list and management reports
- Review increase/decrease invoices and releases/cancellations
- Prepare and review complex renewals
- Report and maintain payroll, PTO records, and personnel files
- Liaise with parent-company payroll and employees
Requirements
What you’ll need- 5+ years of accounting experience with supervisory responsibility
- Strong knowledge of AP, AR, reconciliations, and revenue reporting
- Insurance agency accounting experience preferred
- Experience coordinating with carriers to resolve accounting and commission discrepancies
- Ability to supervise, mentor, and support accounting staff and consultants
- Strong organizational, analytical, and problem-solving skills
- Administrative and process improvement experience
- Familiarity with AI and automation tools to modernize accounting and back-office processes and improve operational efficiency
- Bachelor's degree in business, finance, or a related field or equivalent experience is preferred
- Minimum four years of experience in accounting, including receivable and payable experience
- Insurance brokerage/related industry accounting background preferred
- Excellent knowledge of both operational and financial accounting
- Working knowledge of insurance-based management systems highly desired
- Candidates should be comfortable with an on-site presence
- Final candidates must complete post-offer verification processes
Benefits
Comp & perks- Comprehensive medical insurance, dental insurance, and vision insurance
- Life and disability insurance
- Fertility benefits
- Wellness resources
- Paid sick time
- Generous paid time off and holidays
- Employee Assistance Program (EAP)
- Complimentary Calm app subscription
- Immediate vesting in a 401(k) plan
- Health Savings Account (HSA) and Flexible Spending Account (FSA) options
- Commuter benefits
- Employee discount programs
- Paid maternity leave and paid paternity leave, including for adoptive parents
- Legal plan options
- Pet insurance coverage
