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 position supports a distributed U.S. accounting group by resolving complex reconciliations, modernizing the month-end close, and improving legacy workflows through automation and AI.

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, and recommend efficiency improvements for data flow between the MGA and carrier partners.
• Leverage advanced Excel, automation tools, and AI capabilities (such as Copilot Pro) to reduce manual data entry and streamline cross-system reporting (including high-volume bank reconciliations and bordereaux reporting).
• Serve as a thought partner to finance leadership by providing technical accounting context and driving a culture of continuous improvement across teams located in San Diego, Dallas, New York, and North Carolina.

What this role is not

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

Requirements

• Deep experience in the insurance sector, including knowledge of MGA/delegated authority models, premium trust accounting, and carrier reporting.
• Strong understanding of complex accounting frameworks, with 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

• CPA/CA preferred.
• Formal training in Lean Six Sigma is a 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 initially, with potential to extend into a longer-term relationship 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).