Wholesale Insurance Accounting Manager
Core
Oversee day-to-day accounting operations for a wholesale insurance agency, managing AP/AR, commission revenue reporting, reconciliations, and a small support team.
Role type
Senior IC accounting manager (wholesale insurance)
Builds
Accurate financial processing, regulatory compliance, and operational workflows for wholesale insurance programs and E&S lines.
Domain
Wholesale insurance / Specialty insurance distribution
Required skills
Wholesale insurance accounting, AP/AR management, commission accounting, carrier/MGA reconciliation, regulatory compliance, team supervision, process improvement, financial reporting, journal entries, banking relationships, payroll administration
Preferred skills
Applied Epic system experience, AI/automation tool familiarity, data analysis with Excel
Technologies
Applied Epic, Excel
Responsibilities
Supervise AP/AR activities and commission revenue reporting; reconcile bank statements and maintain banking relationships; prepare monthly financial reports and bond lists; implement carrier payables policies and controls; coach and manage accounting staff; resolve accounting discrepancies with carriers; prepare renewal reports and complex renewals; report and maintain payroll records.
Seniority
Senior, hands-on IC