Insurance Brokerage Accounting Manager

Insurance Brokerage Accounting Manager

Full Time

New York, NY or Virginia Beach, VA

Posted 5 days ago

Our client, a rapidly growing insurance broker focused on Personal and Commercial Lines P&C Insurance is seeking an Accounting Manager in New York City or Virginia Beach, VA.

Our client has over 200 employees and operates in all 50 states.

They are seeking an experienced and detail-oriented Accounting Manager to lead their accounting operations, with a focus on insurance brokerage accounting. This role will manage all financial functions including the maintenance of accounting records, preparation of financial reports, internal controls, and regulatory compliance. They will play a key role in managing client/carrier receivables and payables, commission reconciliations, trust accounting, and team leadership.

Key Responsibilities

Oversee and manage general accounting functions: accounts payable, cash management, and general ledger.

Supervise daily accounting operations for P&C insurance brokerage: premium billing, cash applications, client receivables, and carrier payables.

Ensure compliance with fiduciary/trust accounting standards and laws.

Reconcile broker commissions, overrides, and contingent income against carrier statements.

Lead the monthly close process, including revenue recognition, accruals, and intercompany allocations.

Prepare and/or review reconciliations for bank accounts and general ledger items, including insurance-related accounts.

Produce accurate monthly, quarterly, and annual financial statements in accordance with GAAP.

Oversee external audits and regulatory reviews, support tax and compliance filings.

Maintain and enhance internal controls to safeguard assets and ensure regulatory compliance.

Collaborate with carrier relations and agency partners to manage premium disbursements and commission tracking.

Evaluate and improve accounting workflows and systems (NetSuite, Applied Epic, EZLynx).

Lead, mentor, and develop a team of accounting staff; oversee performance management and training.

Stay current on insurance brokerage accounting standards and regulatory changes.

Partner with other departments to deliver financial insights that support business decisions.

Qualifications

Bachelor's degree in accounting, Finance, or related field (CPA strongly preferred).

8+ years of progressive accounting experience within an insurance brokerage

3-4 years in a leadership or managerial role

Deep knowledge of GAAP, financial reporting, and internal control frameworks.

Proficiency in accounting/ERP software (e.g., NetSuite, Sage).

Applied EPIC experience required; EZLynx experience is a plus

Reasons to Consider

Comprehensive health, dental, vision, disability, and life insurance.

Paid time off (PTO), maternity and paternity leave.

401(k) retirement plan with employer match.

Gym membership reimbursement.

Team building and family-friendly events.

Equity Opportunity

To discuss this position further, please contact Ryan Rogan, Growth Officer & Insurance Recruiter , The Rogan Group, Inc. ... or ... The Rogan Group, Inc. - Risk & Insurance Management Recruiting.

The Rogan Group, Inc. - is an Executive Search firm that specializes in the Insurance Industry. With our headquarters in Maryland and remote recruiters around the country we are able to conduct projects on a Local, Regional & National basis. Projects come from all areas of the industry, but we do place an emphasis on the Insurance Distribution sector with Production and Management openings being our focus. This work covers both the P&C and L&H sides of the business. To review all of our insurance job openings, please visit our website at .

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