Accounting Operations Expert (Insurance)

Overview

The organization is seeking a Senior Accountant and Process Optimization Expert for a project-based engagement supporting a large international Managing General Agent (MGA).

This role works directly with finance leadership and will join a distributed U.S. accounting group to resolve complex reconciliations, modernize the month-end close, and introduce AI and automation into legacy workflows.

Responsibilities

• Take ownership of the claims accounting area, including complex catch-up work, resolving historical discrepancies, and establishing clean “go-forward” processes for premium trust and claims funding.
• Shadow the team through month-end close and day-to-day operations to:
  • map existing workflows
  • identify bottlenecks
  • recommend efficiency improvements for data flow between the MGA and carrier partners.
• Use advanced Excel, automation tools, and AI capabilities to eliminate manual data entry and streamline cross-system reporting, including high-volume bank reconciliations and bordereaux reporting.
• Partner with finance leadership by providing technical accounting context and driving continuous improvement across teams in San Diego, Dallas, New York, and North Carolina.

What This Role Is Not

• Not pure staff augmentation (clerical/day-to-day resources already exist). This position focuses on challenging how work is done.
• Not basic bookkeeping; the work includes complex MGA accounting, historical catch-ups, and untangling legacy processes.
• Not order-taking; the role requires proactive identification of inefficiencies, questioning existing processes, and proposing solutions.

Requirements

• Deep experience in the insurance sector, including specific knowledge of MGA/delegated authority models, premium trust accounting, and carrier reporting.
• Strong understanding of complex accounting frameworks; CPA/CA preferred.
• Ability to untangle legacy reconciliation issues.
• Proven experience optimizing finance and accounting workflows.
• Highly proficient in Excel, with demonstrated ability to apply automation or AI tools to finance workflows.

Preferred Qualifications

• Formal training in Lean Six Sigma (plus, but not required).

Engagement Details

• Start timing: Expected to kick off within the next month, ramping up as the team approaches year-end.
• Duration: Flexible initial length; project-based support with potential to extend into a longer-term relationship based on performance.
• Capacity: Full time (40h per week).

Location & Hours

• Remote.
• Must be onshore or fully capable of aligning with U.S. working hours, with a strong preference for West Coast hours.

Compensation & Benefits

• Not specified in the provided description.