Accounting Operations

Acrisure•New York, NY

About The Position

Key Responsibilities Own all agency bill accounting operations, including reconciling agency bill statements against AIM to confirm billed premiums, commissions, fees, and taxes are accurate Validate net amounts due on policies and provide clear payment direction for carriers Process and support carrier payments using appropriate backup (carrier invoices, statements, current accounting reports, or approved reconciliation support) Serve as the primary accounting control point when carrier invoices or statements are unavailable, ensuring alternative documentation is obtained and retained Review and reconcile account current carrier statements prior to submission and payment Identify and resolve invoice discrepancies, including incorrect commission, premium, carrier, taxes, fees, or charging company Coordinate and execute invoice corrections in AIM related to carrier payments and agency bill processing Process direct collections invoices in AIM and manage accounting steps related to collections activity (low volume) Process offsets and write-offs in AIM Accounting (low volume) Monitor and reconcile all cash receipts, including check deposits, ACH, EFT, transfers, and Xpress-pay payments Make daily deposits for DGA, RGC, RMC, TCIB, and AGA checks Identify past-due items and non-payments and ensure appropriate internal escalation Email Acrisure remittance details to support ACH payments processed through carrier portals Maintain visibility into outstanding AR balances and aging Follow up internally and externally, as appropriate, regarding payment status with brokers, carriers, finance companies, and Acrisure Advise brokers, carriers, finance companies, and internal stakeholders on payment status and provide supporting documentation Handle carrier, broker, and Acrisure inquiries, complaints, or issues related to payment Send and manage requests to issue Notices of Cancellation (NOC) for non-payment Request reinstatements from carriers following payment resolution Maintain carrier tracking spreadsheets related to payment status, NOC issuance, and reconciliation Update DMU and internal systems with commission and payment-related information Maintain organized financial documentation and audit-ready records Support monthly close activities, reconciliations, and ad hoc financial reporting Provide general customer service related to billing, payments, and accounting operations Perform other duties and tasks as related to Accounting Operations Qualifications & Skills 2–5 years of experience in accounting, finance, or accounting operations Working knowledge of accounts payable, accounts receivable, and reconciliations Experience in insurance, brokerage, underwriting, or financial services preferred Strong attention to detail and accuracy Ability to manage multiple priorities in a fast-paced environment Proficiency in accounting systems and Microsoft Excel Strong communication and organizational skills Core Competencies Process-oriented and detail-driven Reliable and deadline-focused Collaborative and service-minded Comfortable working across teams and functions Proactive problem-solver Pay Details: The base compensation range for this position is $0 - $0. This range reflects Acrisure's good faith estimate at the time of this posting. Placement within the range will be based on a variety of factors, including but not limited to skills, experience, qualifications, location, and internal equity. Candidates should be comfortable with an on-site presence to support collaboration, team leadership, and cross-functional partnership. Why Join Us: At Acrisure, we’re building more than a business, we’re building a community where people can grow, thrive, and make an impact. Our benefits are designed to support every dimension of your life, from your health and finances to your family and future. Making a lasting impact on the communities it serves, Acrisure has pledged more than $22 million through its partnerships with Corewell Health Helen DeVos Children's Hospital in Grand Rapids, Michigan, UPMC Children's Hospital in Pittsburgh, Pennsylvania and Blythedale Children's Hospital in Valhalla, New York. Employee Benefits We also offer our employees a comprehensive suite of benefits and perks, including: Physical Wellness: Comprehensive medical insurance, dental insurance, and vision insurance; life and disability insurance; fertility benefits; wellness resources; and paid sick time. Mental Wellness: Generous paid time off and holidays; Employee Assistance Program (EAP); and a complimentary Calm app subscription. Financial Wellness: Immediate vesting in a 401(k) plan; Health Savings Account (HSA) and Flexible Spending Account (FSA) options; commuter benefits; and employee discount programs. Family Care: Paid maternity leave and paid paternity leave (including for adoptive parents); legal plan options; and pet insurance coverage. … and so much more! This list is not exhaustive of all available benefits. Eligibility and waiting periods may apply to certain offerings. Benefits may vary based on subsidiary entity and geographic location. Acrisure is an Equal Opportunity Employer. We consider qualified applicants without regard to race, color, religion, sex, national origin, disability, or protected veteran status. Applicants may request reasonable accommodation by contacting [email protected]. California Residents: Learn more about our privacy practices for applicants by visiting the Acrisure California Applicant Privacy Policy. Recruitment Fraud: Please visit here to learn more about our Recruitment Fraud Notice. Welcome, your new opportunity awaits you. There are amazing opportunities for talented people in every part of our business. We invite you to find your next great opportunity with us. You can apply, track your progress and review new postings all in one place! To Executive Search Firms & Staffing Agencies: Acrisure does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered Acrisure's property, and Acrisure will not be obligated to pay a referral fee. This includes resumes submitted directly to Hiring Managers without contacting Acrisure's Human Resources Talent Department.

Requirements

2–5 years of experience in accounting, finance, or accounting operations
Working knowledge of accounts payable, accounts receivable, and reconciliations
Strong attention to detail and accuracy
Ability to manage multiple priorities in a fast-paced environment
Proficiency in accounting systems and Microsoft Excel
Strong communication and organizational skills

Nice To Haves

Experience in insurance, brokerage, underwriting, or financial services preferred

Responsibilities

Own all agency bill accounting operations, including reconciling agency bill statements against AIM to confirm billed premiums, commissions, fees, and taxes are accurate
Validate net amounts due on policies and provide clear payment direction for carriers
Process and support carrier payments using appropriate backup (carrier invoices, statements, current accounting reports, or approved reconciliation support)
Serve as the primary accounting control point when carrier invoices or statements are unavailable, ensuring alternative documentation is obtained and retained
Review and reconcile account current carrier statements prior to submission and payment
Identify and resolve invoice discrepancies, including incorrect commission, premium, carrier, taxes, fees, or charging company
Coordinate and execute invoice corrections in AIM related to carrier payments and agency bill processing
Process direct collections invoices in AIM and manage accounting steps related to collections activity (low volume)
Process offsets and write-offs in AIM Accounting (low volume)
Monitor and reconcile all cash receipts, including check deposits, ACH, EFT, transfers, and Xpress-pay payments
Make daily deposits for DGA, RGC, RMC, TCIB, and AGA checks
Identify past-due items and non-payments and ensure appropriate internal escalation
Email Acrisure remittance details to support ACH payments processed through carrier portals
Maintain visibility into outstanding AR balances and aging
Follow up internally and externally, as appropriate, regarding payment status with brokers, carriers, finance companies, and Acrisure
Advise brokers, carriers, finance companies, and internal stakeholders on payment status and provide supporting documentation
Handle carrier, broker, and Acrisure inquiries, complaints, or issues related to payment
Send and manage requests to issue Notices of Cancellation (NOC) for non-payment
Request reinstatements from carriers following payment resolution
Maintain carrier tracking spreadsheets related to payment status, NOC issuance, and reconciliation
Update DMU and internal systems with commission and payment-related information
Maintain organized financial documentation and audit-ready records
Support monthly close activities, reconciliations, and ad hoc financial reporting
Provide general customer service related to billing, payments, and accounting operations
Perform other duties and tasks as related to Accounting Operations