Insurance Accounting Lead – M&A

Insurance Office of America

. Support post-close acquisition accounting activities related to acquired agencies and books of business .

Posted 11/6/2026full-timeLongwood • Florida • United StatesSenior💰 $25 - $31 per hourWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in accounting principles, reconciliations, and transaction processing, with a strong focus on insurance accounting practices and integration processes. Proficient in managing multiple priorities and driving resolutions in a fast-paced environment.

Highest-signal resume keywords

Accounting ExperienceApplied Epic ExperienceInsurance Industry ExperienceStrong Analytical SkillsAttention To Detail

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Accounting PrinciplesReconciliationsTransaction ProcessingDiscrepancy ResearchMonth-End Close ActivitiesPremium Payment ProcessingAccounting Record MaintenanceVariance AnalysisWorkflow ImprovementAudit Support

Soft Skills

Problem-SolvingCommunication SkillsCustomer Service SkillsPrioritization SkillsIntegrity

Tools & Technologies

Microsoft ExcelMicrosoft WordMicrosoft OutlookMicrosoft PowerPointMicrosoft SharePointMicrosoft Teams

Industry Keywords

Insurance Accounting PracticesAgency Management SystemsAcquisition Integration Procedures

About the role

Key responsibilities & impact

Support post-close acquisition accounting activities related to acquired agencies and books of business
Process and maintain direct bill commission transactions associated with acquired business
Establish, monitor, and maintain client premium receivable balances
Process premium payments to insurance carriers for agency-billed business and maintain payable records
Research, reconcile, and resolve discrepancies involving commissions, client receivables, carrier payables, and related accounting activity
Maintain accurate accounting records for acquisition-related activity and ensure proper accounting period recognition
Support transition of acquired business into Applied Epic and Client Production systems
Assist with month-end close activities, reconciliations, and reporting
Prepare reports, support audit requests, and compile transaction and balance documentation
Analyze accounting activity, identify variances, and investigate issues requiring corrective action
Partner with Accounting, Operations, Integration teams, and acquisition stakeholders
Recommend and implement improvements to accounting workflows, reconciliations, controls, and integration processes
Maintain knowledge of insurance accounting practices, agency management systems, and acquisition integration procedures
Demonstrate integrity, professionalism, leadership, and IOA values

Requirements

What you’ll need

2+ years of accounting experience
Bachelor’s degree in Accounting, Finance, or Business Administration preferred
Strong understanding of accounting principles, reconciliations, and transaction processing
Experience researching discrepancies and independently driving issues through resolution
Strong attention to detail with the ability to manage multiple priorities in a fast-paced integration environment
Insurance industry experience preferred
Applied Epic experience preferred
Proficiency in Microsoft Office applications, including Excel, Word, Outlook, PowerPoint, SharePoint, and Teams
Strong analytical, problem-solving, communication, and customer service skills
Prioritization and independent work skills
Ability to handle confidential information, meet tight deadlines, and remain calm under pressure

Benefits

Comp & perks

Competitive salaries and bonus potential
Company-paid health insurance
Paid holidays, vacations, and sick time
401K with employer match
Professional growth and career progression opportunities
Respectful culture and work/family life balance
Community service commitment
Supportive teammates and a rewarding work environment
Hybrid work arrangement (1-2 days in office)