Accounting Manager

Acrisure•Great Neck, NY

3d•Onsite

About The Position

Wholesure is a leading specialty and wholesale insurance platform that brings best-in-class expertise, market access, and insurance solutions together under one roof. We are a leading wholesale insurance and specialty solutions distributor comprised of some of the best-in-class organizations in the industry. Bringing together experience, expertise, market access and service across a broad range of product lines, we’re proud to connect our clients with access to coverage and insurance solutions that can best serve their needs. We are seeking an experienced, hands-on Accounting Manager to oversee the day-to-day accounting operations of a growing insurance agency. This role is responsible for supervising AP/AR activities, reviewing agency billing accounting operations, overseeing commission revenue reporting and reconciliations, and managing a small accounting support team, including external and overseas resources. The ideal candidate is a practical problem solver who can provide guidance, resolve operational issues, improve workflows, and ensure accurate financial processing while remaining actively involved in day-to-day accounting functions.

Requirements

5+ years of accounting experience with supervisory responsibility
Strong knowledge of AP, AR, reconciliations, and revenue reporting
Insurance agency accounting experience preferred
Experience coordinating with carriers to resolve accounting and commission discrepancies
Ability to supervise, mentor, and support accounting staff and consultants
Strong organizational, analytical, and problem-solving skills
Administrative and process improvement experience
Familiarity with AI and automation tools to modernize accounting and back-office processes and improve operational efficiency
This is a hands-on management role for someone who enjoys leading accounting operations, solving problems, improving processes, and supporting a team. This is not a high-level executive position focused primarily on strategy and presentations.
Bachelor's degree in business, finance, or a related field or equivalent experience is preferred.
Minimum (4) four years of experience in accounting, including receivable and payable experience
Insurance brokerage/related industry accounting background preferred.
Excellent knowledge of both operational and financial accounting.
A working knowledge of insurance-based management systems is highly desired.

Responsibilities

Encourages cross functional acumen by having strong understanding of the regional agency accounting operation’s functional processes and their impact on other departments / individuals.
Delivers holistic feedback to others about their job performance and career growth; coaches others to help them develop their careers.
Sets clear deadlines and priorities for team to meet goals and expectations set by Home Office.
Works to solve problems brought to their attention.
Takes responsibility for outcomes and results.
Regularly seek and accepts feedback given by others.
Delivers sensitive messages with diplomacy and tact.
Builds new relationships and maintains existing relationships with Acrisure personnel and other Acrisure Partners.
Follows up on projects and team assignments and holds others accountable for their internal deadlines and administrative responsibilities.
Stay up-to-date and in compliance with industry regulations and best practices.
Implementing and maintaining carrier payables policies, procedures, and controls to ensure compliance with regulatory requirements and company guidelines.
Perform quality assurance reviews of team members compliance with Acrisure’s accounting policies and procedures.
Identifies potential financial risks and raises these issues, along with suggested solutions, to People Leader.
Participate in special projects and initiatives as assigned, demonstrating flexibility and adaptability in a fast-paced environment.
Prepare monthly worksheets to calculate premium payable to sureties (Premiums Payable Worksheet).
Calculate and post Journal Entries for reconciliation to GL monthly.
Prepare monthly financial reports (Trial Balance, GL and as requested) for Home Office.
Reconcile bank statements, set up wires and ACHs, and maintain banking relationships (Acrisure Treasury).
Prepare renewal reports, supervise workload for renewal team.
Prepare monthly bond list report and monthly Management reports for internal distribution and primary surety (carrier).
Review increase/decrease invoices and releases/cancellations as needed.
Prepare/review complex renewals.
Report and maintain payroll, PTO records, personnel files.
Primary liaison with parent company payroll department and with employees.