Wholesale Insurance Accounting Manager

Acrisure•Great Neck, MA

3d•$120,000 - $150,000•Onsite

About The Position

Wholesure is seeking an experienced, hands-on Accounting Manager to oversee the day-to-day accounting operations of a growing insurance agency. The role supervises accounts payable and receivable, reviews agency billing accounting operations, oversees commission revenue reporting and reconciliations, and manages a small accounting support team that includes external and overseas resources. The manager provides guidance, resolves operational issues, improves workflows, and ensures accurate financial processing while remaining involved in daily accounting work. Specialized wholesale insurance experience is required, including program business, E&S lines, commission accounting, carrier and 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—not a high-level executive role focused primarily on strategy and presentations. Candidates should be comfortable working onsite to support collaboration, team leadership, and cross-functional partnership.

Requirements

At least 5 years of accounting experience with supervisory responsibility.
Strong knowledge of accounts payable, accounts receivable, reconciliations, and revenue reporting.
Required background in wholesale insurance accounting and operations, including program business, E&S lines, commission accounting, carrier/MGA relationships, and regulatory compliance.
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.
Experience with Applied Epic or a similar insurance agency management system.
Advanced Excel proficiency, including data analysis, reconciliations, and reporting.
Hands-on management experience leading and developing accounting staff.
Bachelor’s degree in business, finance, or a related field, or equivalent experience, is preferred.
Minimum four years of accounting experience, including receivables and payables.

Nice To Haves

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, and coach team members.
Set clear deadlines and priorities so the team meets goals and expectations set by Home Office.
Solve problems, take responsibility for outcomes, and seek and accept feedback.
Deliver sensitive messages with diplomacy and tact.
Build and maintain relationships with Acrisure personnel and Acrisure Partners.
Follow up on projects and team assignments 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 to meet 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 assigned special projects and initiatives, adapting to a fast-paced environment.
Prepare monthly worksheets calculating premiums payable to sureties.
Calculate and post monthly journal entries for general ledger reconciliation.
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 lists and management reports for internal distribution and the primary surety/carrier.
Review increase/decrease invoices and releases or 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.
Coordinate with carriers to resolve accounting and commission discrepancies.
Improve workflows and back-office processes, including through familiarity with AI and automation tools.