Accounting Manager — Insurance Agency Accounting

Own insurance commission operations and help 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.

Base: $100,000–$115,000 target; up to $125,000 for exceptional relevant experience, plus up to a 10% bonus.

• →Carrier statements and direct-bill commission reconciliations.
• →Agency-bill refunds, carrier payables, exceptions, and producer commission calculations.
• →Offshore accounting support, documented processes, and quality checks.
• →Carrier setup for acquired agencies and improvements to reconciliation tools and workflows.

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

• An accounting degree and at least three years of relevant insurance agency accounting experience; five to seven years is preferred.
• Hands-on depth in at least one of commission statement reconciliation, agency bill, or producer commissions; experience in two is especially valuable.
• Evidence of owning work, resolving discrepancies, and improving processes.

Applied Epic accounting experience is a strong advantage. Offshore team coordination and multi-agency experience are helpful; prior management experience is optional. Ascend, IVANS, and QuickBooks Online are additional pluses. A CPA is not required.

Work Eastern business hours from anywhere in the U.S., with approximately one annual trip to Florida. No visa sponsorship. Target start: Q1 2027, with earlier availability considered.

Medical, dental, vision, federal holidays, provided equipment, and a 401(k) planned for 2027.

Apply now to help build the next stage of a growing insurance platform.