Accounting Operations Expert (Insurance)

Overview

This role is a project-based engagement supporting finance leadership for a large international Managing General Agent (MGA). You will work within a distributed U.S. accounting group to resolve complex reconciliations, modernize the month-end close, and introduce AI and automation to legacy workflows.

Responsibilities

• Own the claims accounting area by executing complex catch-up work, resolving 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 existing workflows, identify bottlenecks, and recommend efficiency improvements in how 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 (e.g., high-volume bank reconciliations and bordereaux reporting).
• Serve as a thought partner to finance leadership by providing technical accounting context and driving continuous improvement across teams.

What this role is not

• Not pure staff augmentation (the team already has clerical and day-to-day execution resources).
• Not basic bookkeeping; the work involves complex MGA accounting, historical catch-ups, and untangling legacy processes.
• Not order-taking; you are expected to be proactive in uncovering inefficiencies, questioning existing processes, and proposing solutions.

Requirements

• Deep insurance sector experience, 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 experience optimizing finance and accounting workflows.
• Highly proficient in Excel, with demonstrated ability to apply automation or AI tools to finance processes.
• Ability to align with U.S. working hours (onshore or fully capable of aligning with U.S. working hours), with a strong preference for West Coast hours.

Preferred Qualifications

• CPA/CA preferred.
• Formal training in 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; starts as project-based support with potential to extend into a longer-term relationship based on performance.
• Location & hours: Remote. Full time (40h per week).

Work Location Coverage

Support teams located in San Diego, Dallas, New York, and North Carolina.