Wholesale Insurance Accounting Manager

Acrisure

. Oversee day-to-day accounting operations of a growing insurance agency .

Posted 10/16/2026full-timeUnited StatesMid-LevelSenior💰 $120,000 - $150,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in overseeing accounting operations within the insurance industry, including AP, AR, reconciliations, and revenue reporting. Proven ability to lead and develop accounting teams while ensuring compliance with financial policies and procedures.

Highest-signal resume keywords

Accounting ExperienceSupervisory ResponsibilityWholesale Insurance OperationsAdvanced Excel ProficiencyApplied Epic Experience

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Accounts PayableAccounts ReceivableReconciliationsRevenue ReportingJournal EntriesFinancial ReportingBank ReconciliationPayroll ManagementData AnalysisProcess Improvement

Soft Skills

Organizational SkillsAnalytical SkillsProblem-Solving SkillsCoachingTeam Leadership

Tools & Technologies

Applied EpicAI ToolsAutomation Tools

Industry Keywords

Insurance Agency AccountingCommission AccountingCarrier ReconciliationsE&S LinesMGA RelationshipsRegulatory Compliance

About the role

Key responsibilities & impact

Oversee day-to-day accounting operations of a growing insurance agency
Supervise AP/AR activities and review agency billing accounting operations
Oversee commission revenue reporting and reconciliations
Manage a small accounting support team, including external and overseas resources
Coach team members and provide feedback on performance and career growth
Set team deadlines and priorities and hold others accountable
Solve operational problems and provide suggested solutions for financial risks
Maintain carrier payables policies, procedures, and controls
Perform quality assurance reviews for compliance with accounting policies and procedures
Prepare premium payable worksheets for sureties
Calculate and post monthly journal entries for GL reconciliation
Prepare monthly financial reports, including trial balance and GL 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 for internal distribution and the primary surety/carrier
Review increase/decrease invoices and releases/cancellations
Prepare and review complex renewals
Maintain payroll, PTO records, and personnel files
Serve as liaison with the parent company payroll department and employees
Participate in special projects and initiatives

Requirements

What you’ll need

5+ years of accounting experience with supervisory responsibility
Strong knowledge of AP, AR, reconciliations, and revenue reporting
Experience in wholesale insurance operations, including program business, E&S lines, commission accounting, carrier/MGA relationships, and regulatory compliance
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
Knowledge of insurance agency accounting, commission accounting, and carrier reconciliations
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
Wholesale Insurance accounting background required
Excellent knowledge of both operational and financial accounting
Experience with Applied Epic or similar insurance agency management systems
Advanced Excel proficiency, including data analysis, reconciliations, and reporting
Hands-on management style with experience leading and developing accounting staff

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