Accounting Manager — Insurance Agency Accounting

Overview

This role owns insurance commission accounting operations and helps build the systems behind a growing, private equity backed insurance agency platform. As the second finance hire, you will work directly with the CFO, lead offshore accounting support, and improve how acquired agencies operate.

Full-time W-2. Remote, United States.

Responsibilities

• Own carrier statements and direct-bill commission reconciliations
• Manage agency-bill refunds, carrier payables, exceptions, and producer commission calculations
• Provide offshore accounting support, including documented processes and quality checks
• Handle carrier setup for acquired agencies
• Improve reconciliation tools and workflows

Note: The CFO retains GAAP, technical accounting, and FP&A. This is a hands-on role with direct ownership of insurance accounting operations.

Requirements

• Accounting degree
• At least three years of relevant insurance agency accounting experience; five to seven years is preferred
• Hands-on depth in at least one of the following:
  • commission statement reconciliation
  • agency bill
  • producer commissions
  • Experience in two of the above is especially valuable
• Demonstrated ability to own work, resolve discrepancies, and improve processes
• Applied Epic accounting experience is a strong advantage
• Ability to coordinate with offshore teams; multi-agency experience is helpful
• Prior management experience is optional
• Ascend, IVANS, and QuickBooks Online are additional pluses
• CPA is not required

Compensation & Benefits

• Base pay: $100,000–$115,000 target; up to $125,000 for exceptional relevant experience
• Bonus: up to 10%
• Medical, dental, vision
• Federal holidays
• Provided equipment
• 401(k) planned for 2027

Location & Work Schedule

• Remote, United States
• Work Eastern business hours from anywhere in the U.S.
• Approximately one annual trip to Florida
• No visa sponsorship

Additional Details

• Target start: Q1 2027 (earlier availability considered)