Insurance Accounting Lead - M&A

Insurance Office of America•Winter Springs, FL

1d•$25 - $31•Hybrid

About The Position

The Insurance Accounting Lead, M&A supports post-close acquisition accounting activities related to acquired agencies and books of business. The role focuses on direct bill commission processing, client premium receivables, carrier premium payables, and integration activities in Applied Epic and Client Production systems. The position serves as a resource during acquisition integration, ensuring transactions are accurately recorded, reconciled, and resolved while supporting operational and financial objectives. The role is hybrid, with work at the Longwood, Florida office 1–2 days. Employees residing within 50 miles of a branch location may be required to work onsite in a hybrid capacity when business needs require it. Remote work, where applicable, requires a dedicated, distraction-free workspace and is not a substitute for childcare, elder care, or other personal responsibilities during working hours. The expected pay range is $25.00 to $31.25 per hour, depending on experience, relevant skills, and geographic location.

Requirements

At least 2 years of accounting experience.
Strong understanding of accounting principles, reconciliations, and transaction processing.
Experience researching discrepancies and independently driving issues through resolution.
Strong attention to detail and ability to manage multiple priorities in a fast-paced integration environment.
Proficiency in Microsoft Office applications, including Excel, Word, Outlook, PowerPoint, SharePoint, and Teams.
Strong analytical, problem-solving, communication, and customer service skills.
Ability to prioritize, work independently, handle confidential information, maintain accuracy, meet tight deadlines, and remain calm under pressure.
Self-starter, inquisitive, and team-oriented.

Nice To Haves

Bachelor’s degree in Accounting, Finance, or Business Administration preferred.
Insurance industry experience highly preferred.
Applied Epic experience preferred.

Responsibilities

Record and maintain direct bill commission transactions associated with acquired business.
Establish, monitor, and maintain client premium receivable balances; accurately record and resolve outstanding items.
Process premium payments to insurance carriers for agency-billed business and maintain accurate payable records.
Research, reconcile, and resolve discrepancies involving commissions, client receivables, carrier payables, and related accounting activity.
Maintain accurate accounting records for acquisition-related activity and ensure proper accounting period recognition.
Support the transition of acquired business into Applied Epic and Client Production systems while ensuring accounting data accuracy.
Assist with month-end close activities, reconciliations, and reporting related to post-close acquisition accounting.
Prepare reports, support audit requests, and compile documentation validating accounting transactions and balances.
Analyze accounting activity, identify variances, and investigate issues requiring corrective action.
Partner with Accounting, Operations, Integration teams, and acquisition stakeholders to support successful transitions.
Recommend and implement improvements to accounting workflows, reconciliations, controls, and integration processes.
Maintain knowledge of insurance accounting practices, agency management systems, and acquisition integration procedures.
Demonstrate integrity, professionalism, and leadership while championing IOA values.