Senior Insurance Accounting Specialist

General information

Description & Requirements

Senior Insurance Accounting Specialist

Our client is a growing, publicly traded insurance distribution company with an expanding portfolio of insurance platforms. As the organization continues to grow through strategic acquisitions, they are seeking an experienced Senior Insurance Accounting Specialist to play a key role in integrating and supporting one of their recently acquired businesses.

This is an exciting opportunity to become the accounting lead for a business unit, overseeing critical insurance accounting functions while helping guide a seamless transition into the larger organization. The ideal candidate will bring strong insurance accounting expertise, a hands-on approach, and the ability to build relationships, improve processes, and make an immediate impact.

Best-in-Class Benefits and Culture:

Our client values their employees’ time and effort. Their competitive compensation, depending on experience, and an extensive benefits package, enhances their commitment to your success. Our client’s benefits package includes: 

• Medical/Dental/Vision Insurance
• Life Insurance
• 401K with a matching component
• LTD – (employer paid)
• Education reimbursement based on tenure
• Paid Time Off
• 9 Paid Holidays a year

Plus, they work to maintain the best possible environment for their employees, where people can learn and grow with the company. They strive to provide a collaborative environment where everyone feels encouraged to contribute to their processes, decisions, planning, and culture.

To succeed as the Senior Insurance Accounting Specialist, you should have:

• Bachelor’s degree in Accounting, Finance, Business Administration, or a related field, or equivalent relevant experience 
• 3–5 years of progressive accounting experience, including accounts receivable, accounts payable, bank reconciliations, and month-end close 
• Insurance industry accounting experience strongly preferred, particularly with an agency, MGA, wholesale broker, or insurance carrier 
• Experience with premium accounting, carrier settlements, commissions, premium trust accounting, and premium tax reporting preferred 
• Intermediate to advanced Microsoft Excel skills, including PivotTables, XLOOKUP/VLOOKUP, SUMIFS, and data analysis 
• Experience with accounting/ERP systems; familiarity with AMS360 or a similar agency management system preferred 
• Strong attention to detail, communication, organization, and problem-solving skills, with the ability to manage high volumes, shifting priorities, deadlines, and confidential information 

Your responsibilities as the Senior Insurance Accounting Specialist will include: 

• Banking: post checks, schedule ACHs and reconcile bank statements
• Commissions: run statements, process payments via check and ACH, and remit commission statements to stakeholders
• Invoicing: invoice premiums, policy and broker fees, balance reports, allocate funds already received, and run daily processes
• Taxes: file and pay premium taxes
• Carrier Settlements: Pay premiums to insurance companies
• Receivables: Follow up on monies owed to TWFG/APIA
• Other duties as assigned

Bring your expertise, take ownership of a growing operation, and help shape what’s next. Apply today and be part of the transition—and the opportunity ahead!

Our client is an equal opportunity employer that welcomes and encourages diversity in the workplace. It does not discriminate based on race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law. We will consider qualified applicants with criminal histories for employment.