Wholesale Insurance Accounting Manager

Acrisure•Great Neck, NY

16h•Onsite

About The Position

Wholesure is a specialty and wholesale insurance platform providing expertise, market access, and insurance solutions. The company is seeking a hands-on Accounting Manager to oversee the day-to-day accounting operations of a growing insurance agency. The role supervises AP/AR activities, reviews agency billing accounting operations, oversees commission revenue reporting and reconciliations, and manages a small accounting support team, including external and overseas resources. The manager provides guidance, resolves operational issues, improves workflows, and ensures accurate financial processing while remaining actively involved in daily accounting work. Specialized wholesale insurance experience is required, including program business, E&S lines, commission accounting, carrier/MGA relationships, and regulatory compliance. This is a hands-on management role focused on leading accounting operations, solving problems, improving processes, and supporting a team, rather than primarily on executive strategy and presentations. Candidates should be comfortable working on-site to support collaboration, team leadership, and cross-functional partnership.

Requirements

At least 5 years of accounting experience with supervisory responsibility is stated in the Requirements section; the Education/Experience section separately specifies a minimum of 4 years of accounting experience, including receivable and payable experience.
Wholesale insurance accounting background is required, including experience with program business, E&S lines, commission accounting, carrier/MGA relationships, and regulatory compliance.
Strong knowledge of accounts payable, accounts receivable, reconciliations, and revenue reporting.
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.
Excellent knowledge of operational and financial accounting, insurance agency accounting, commission accounting, and carrier reconciliations.
Experience with Applied Epic or a similar insurance agency management system.
Advanced Excel proficiency, including data analysis, reconciliations, and reporting.
Hands-on management style and experience leading and developing accounting staff.
Comfort with an on-site presence for collaboration, team leadership, and cross-functional partnership.

Nice To Haves

A bachelor's degree in business, finance, or a related field, or equivalent experience, is preferred.

Responsibilities

Understand regional agency accounting processes and how they affect other departments and individuals.
Provide feedback on performance and career growth, coach team members, and set clear priorities and deadlines in line with Home Office goals and expectations.
Resolve problems, take responsibility for outcomes, seek and accept feedback, and deliver sensitive messages with diplomacy and tact.
Build and maintain relationships with Acrisure personnel and Acrisure Partners; follow up on projects and hold others accountable for deadlines and administrative responsibilities.
Stay current with industry regulations and best practices.
Implement and maintain carrier payables policies, procedures, and controls in accordance with regulatory requirements and company guidelines.
Conduct quality assurance reviews of team members’ compliance with Acrisure accounting policies and procedures.
Identify potential financial risks and raise them, along with suggested solutions, to the People Leader.
Participate in special projects and initiatives as assigned.
Prepare monthly worksheets calculating premium payable to sureties.
Calculate and post monthly journal entries for general ledger reconciliations.
Prepare monthly financial reports, including trial balance and general ledger reports, for Home Office.
Reconcile bank statements, set up wires and ACH payments, and maintain banking relationships with Acrisure Treasury.
Prepare renewal reports and supervise the renewal team’s workload.
Prepare monthly bond-list reports and management reports for internal distribution and the primary surety/carrier.
Review increase/decrease invoices and releases/cancellations as needed.
Prepare and review complex renewals.
Maintain payroll, PTO records, and personnel files; serve as the primary liaison with the parent company payroll department and employees.
Supervise, mentor, and support accounting staff and consultants, including external and overseas resources.
Improve workflows and modernize accounting and back-office processes using AI and automation tools.