Accounting Operations Expert (Insurance)

Overview

This role is a project-based engagement with the finance leadership team of a large international Managing General Agent (MGA). The assignment involves stepping into a distributed U.S. accounting group to untangle complex reconciliations, modernize the month-end close, and introduce AI and automation to legacy workflows.

Responsibilities

• Own and drive the claims accounting area, including complex catch-up work, resolution of historical discrepancies, and establishing clean go-forward processes for premium trust and claims funding.
• Shadow month-end close and day-to-day operations to map current workflows, identify bottlenecks, and recommend efficiency improvements in data flows between the MGA and carrier partners.
• Use advanced Excel, automation tools, and AI capabilities (including Copilot Pro) to eliminate manual data entry and streamline cross-system reporting, such as 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.

Requirements

• Deep experience in the insurance sector.
• Specific knowledge of MGA/delegated authority models.
• Experience with premium trust accounting and carrier reporting.
• Strong ability to work within complex accounting frameworks (CPA/CA preferred), including the ability to untangle legacy reconciliation issues.
• Proven track record of 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 such as Lean Six Sigma (a plus, 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; begins as project-based support with potential to extend based on performance.
• Location & hours: Remote. Must be onshore or fully capable of aligning with U.S. working hours, with a strong preference for West Coast hours.
• Capacity: Full time (40h per week).

What This Role Is Not

• Not pure staff augmentation; clerical and day-to-day execution resources are already in place.
• Not basic bookkeeping; the work includes complex MGA accounting, historical catch-ups, and untangling legacy processes.
• Not order-taking; requires proactive identification of inefficiencies, questioning existing processes, and proposing solutions.