Accounting Manager – Insurance Brokerage jobs in United States
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Oliver James · 8 hours ago

Accounting Manager – Insurance Brokerage

Oliver James is a Property & Casualty insurance brokerage seeking an Accounting Manager to oversee day-to-day accounting operations. The role involves ensuring accurate financial reporting, managing premium and commission accounting, and leading a team to drive process improvements.

Staffing & Recruiting
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Growth Opportunities

Responsibilities

Manage monthly close, journal entries, reconciliations, and financial reporting in compliance with GAAP
Oversee premium receivables, carrier payables, commission accounting, and revenue recognition
Prepare management reports, analyses, and financial summaries for leadership
Maintain internal controls, support audits, and ensure regulatory and trust accounting compliance
Supervise and develop accounting staff while driving process improvements and operational efficiency
Partner with finance and operations leadership to streamline workflows and resolve accounting issues

Qualification

GAAPPremium accountingCommission accountingLeadership experienceAccounting systemsAdvanced ExcelInsurance brokerage experienceAnalytical skillsProcess improvementCPA certificationCommunication skills

Required

Bachelor's degree in Accounting or Finance
6+ years of accounting experience, including 2+ years in a leadership role
Strong knowledge of GAAP, premium and commission accounting, and trust accounts
Experience with agency management and accounting systems (e.g., Applied Epic, AMS360, QuickBooks, NetSuite)
Advanced Excel skills with strong analytical and communication abilities

Preferred

Insurance brokerage or P&C industry experience strongly preferred
CPA or similar certification
Experience in a high-growth or acquisitive brokerage environment

Company

Oliver James

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At Oliver James, we deliver flexible hiring solutions tailored to your business needs across financial services, professional services, commerce & industry.

Funding

Current Stage
Late Stage

Leadership Team

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Alexia Bunker
VP - Client Partnerships
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Dominic Reilly
Principal Business Partner
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Company data provided by crunchbase