Accounting Manager – Insurance Agency

Urrly

. Own carrier statements and direct-bill commission reconciliations .

Posted 11/3/2026full-timeRemote • United StatesMid-LevelSenior💰 $100,000 - $125,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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

Demonstrates expertise in insurance agency accounting, including commission statement reconciliation and agency bill management, while improving operational workflows and coordinating offshore teams.

Highest-signal resume keywords

Insurance Agency Accounting ExperienceCommission Statement ReconciliationApplied Epic Accounting ExperienceAgency Bill ManagementProcess Improvement

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Accounting DegreeCommission CalculationsReconciliation ToolsQuality ChecksDiscrepancy Resolution

Soft Skills

Ownership of WorkProblem SolvingTeam Coordination

Tools & Technologies

AscendIVANSQuickBooks Online

Industry Keywords

Carrier StatementsDirect-Bill CommissionAgency-Bill RefundsProducer CommissionsOffshore Accounting Support

About the role

Key responsibilities & impact

Own carrier statements and direct-bill commission reconciliations
Manage agency-bill refunds, carrier payables, exceptions, and producer commission calculations
Lead offshore accounting support
Document processes and perform quality checks
Set up carriers for acquired agencies
Improve reconciliation tools and workflows
Work directly with the CFO as the second finance hire
Help improve operations across acquired insurance agencies

Requirements

What you’ll need

An accounting degree
At least three years of relevant insurance agency accounting experience
Five to seven years of experience preferred
Hands-on depth in at least one of commission statement reconciliation, agency bill, or producer commissions
Experience in two of these areas especially valuable
Evidence of owning work, resolving discrepancies, and improving processes
Applied Epic accounting experience is a strong advantage
Offshore team coordination and multi-agency experience helpful
Prior management experience optional
Ascend, IVANS, and QuickBooks Online are additional pluses
CPA is not required
Work Eastern business hours
Must be eligible to work in the United States; no visa sponsorship

Benefits

Comp & perks

Up to a 10% bonus
Medical insurance
Dental insurance
Vision insurance
Federal holidays
Provided equipment
401(k) planned for 2027
Approximately one annual trip to Florida