Wholesale Insurance Accounting Manager

Job Description

About Wholesure

Wholesure is a leading specialty and wholesale insurance platform that brings best-in-class expertise, market access, and insurance solutions together under one roof.

We are a leading wholesale insurance and specialty solutions distributor

comprised of some of the best-in-class organizations in the industry. Bringing together

experience, expertise, market access and service across a broad range of product lines,

we’re proud to connect our clients with access to coverage and insurance solutions that

can best serve their needs.

Job Summary:

We are seeking an experienced, hands-on Accounting Manager to oversee the day-to-day accounting operations of a growing insurance agency.

This role is responsible for supervising AP/AR activities, reviewing agency billing accounting operations, overseeing commission revenue reporting and reconciliations, and managing a small accounting support team, including external and overseas resources.

The ideal candidate is a practical problem solver who can provide guidance, resolve operational issues, improve workflows, and ensure accurate financial processing while remaining actively involved in day-to-day accounting functions. The role requires specialized experience in wholesale insurance operations, including program business, E&S lines, commission accounting, carrier/MGA relationships, and regulatory compliance.

Responsibilities:

• Encourages cross functional acumen by having strong understanding of the regional agency accounting operation’s functional processes and their impact on other departments / individuals.
• Delivers holistic feedback to others about their job performance and career growth; coaches others to help them develop their careers.
• Sets clear deadlines and priorities for team to meet goals and expectations set by Home Office.
• Works to solve problems brought to their attention.
• Takes responsibility for outcomes and results.
• Regularly seek and accepts feedback given by others.
• Delivers sensitive messages with diplomacy and tact.
• Builds new relationships and maintains existing relationships with Acrisure personnel and other Acrisure Partners.
• Follows up on projects and team assignments and holds others accountable for their internal deadlines and administrative responsibilities.
• Stay up-to-date and in compliance with industry regulations and best practices.
• Implementing and maintaining carrier payables policies, procedures, and controls to ensure compliance with regulatory requirements and company guidelines.
• Perform quality assurance reviews of team members compliance with Acrisure’s accounting policies and procedures.
• Identifies potential financial risks and raises these issues, along with suggested solutions, to People Leader.
• Participate in special projects and initiatives as assigned, demonstrating flexibility and adaptability in a fast-paced environment.
• Prepare monthly worksheets to calculate premium payable to sureties (Premiums Payable Worksheet).
• Calculate and post Journal Entries for reconciliation to GL monthly.
• Prepare monthly financial reports (Trial Balance, GL and as requested) for Home Office.
• Reconcile bank statements, set up wires and ACHs, and maintain banking relationships (Acrisure Treasury).
• Prepare renewal reports, supervise workload for renewal team.
• Prepare monthly bond list report and monthly Management reports for internal distribution and primary surety (carrier).
• Review increase/decrease invoices and releases/cancellations as needed.
• Prepare/review complex renewals.
• Report and maintain payroll, PTO records, personnel files.
• Primary liaison with parent company payroll department and with employees.

Requirements: 

• 5+ years of accounting experience with supervisory responsibility
• Strong knowledge of AP, AR, reconciliations, and revenue reporting
• Experience in Wholesale Insurance 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
• Knowledge of insurance agency accounting, commission accounting, and carrier reconciliations.

This is a hands-on management role for someone who enjoys leading accounting operations, solving problems, improving processes, and supporting a team. This is not a high-level executive position focused primarily on strategy and presentations.

Education/Experience:

• Bachelor's degree in business, finance, or a related field or equivalent experience is preferred.
• Minimum (5) five years of experience in accounting, including receivable and payable experience
• Wholesale Insurance accounting background required.
• Excellent knowledge of both operational and financial accounting.
• Experience with Applied Epic or similar insurance agency management systems.
• Advanced Excel proficiency, including data analysis, reconciliations, and reporting.
• Hands-on management style with experience leading and developing accounting staff.

#LI-LR1

Pay Details:

The base compensation range for this position is $120,000 - $150,000. This range reflects Acrisure's good faith estimate at the time of this posting. Placement within the range will be based on a variety of factors, including but not limited to skills, experience, qualifications, location, and internal equity.

Candidates should be comfortable with an on-site presence to support collaboration, team leadership, and cross-functional partnership.

Why Join Us:

At Acrisure, we’re building more than a business, we’re building a community where people can grow, thrive, and make an impact. Our benefits are designed to support every dimension of your life, from your health and finances to your family and future.

Making a lasting impact on the communities it serves, Acrisure has pledged more than $22 million through its partnerships with Corewell Health Helen DeVos Children's Hospital in Grand Rapids, Michigan, UPMC Children's Hospital in Pittsburgh, Pennsylvania and Blythedale Children's Hospital in Valhalla, New York.

Employee Benefits

We also offer our employees a comprehensive suite of benefits and perks, including:

• Physical Wellness: Comprehensive medical insurance, dental insurance, and vision insurance; life and disability insurance; fertility benefits; wellness resources; and paid sick time.

• Mental Wellness: Generous paid time off and holidays; Employee Assistance Program (EAP); and a complimentary Calm app subscription.

• Financial Wellness: Immediate vesting in a 401(k) plan; Health Savings Account (HSA) and Flexible Spending Account (FSA) options; commuter benefits; and employee discount programs.

• Family Care: Paid maternity leave and paid paternity leave (including for adoptive parents); legal plan options; and pet insurance coverage.

• … and so much more!

This list is not exhaustive of all available benefits. Eligibility and waiting periods may apply to certain offerings. Benefits may vary based on subsidiary entity and geographic location.

Acrisure is an Equal Opportunity Employer. We consider qualified applicants without regard to race, color, religion, sex, national origin, disability, or protected veteran status. Applicants may request reasonable accommodation by contacting [email protected].

Final candidates will be required to complete post-offer verification processes related to the role and in accordance with applicable laws.

California Residents: Learn more about our privacy practices for applicants by visiting the Acrisure California Applicant Privacy Policy.

Recruitment Fraud: Please visit here to learn more about our Recruitment Fraud Notice.

Welcome, your new opportunity awaits you.