Hybrid Accounting Manager – Insurance Agency Leader

The Jonus Group; Chicago (IL); Hybrid; USD 100,000 - 120,000; Full time

Benefits offered by this job

Hybrid work schedule

Medical, dental, and vision insurance

Short- and long-term disability

401(k) with employer matching

Job summary

The Jonus Group is seeking an experienced Accounting Manager / Controller for a well-established independent insurance brokerage in Chicago. The role covers overseeing payroll, reconciliations, close processes, and reporting, with a hands-on leadership style and strong emphasis on internal controls.

You will work with agency leadership, manage commissions and carrier payables, support budgeting and planning, and lead process improvements.

Qualifications

• 7+ years of progressive accounting experience, with increasing levels of responsibility.
• Significant experience in insurance agency accounting, including carrier payables, producer commissions, and bookkeeping.
• Working knowledge of insurance agency accounting processes, including agency-billed business and carrier reconciliations.
• Experience with monthly financial close, bank reconciliations, management reporting, and general ledger accounting.
• Experience supporting budgeting, financial planning, and process improvement initiatives.
• Strong organizational skills and the ability to manage multiple priorities in a hands-on environment.
• Excellent communication skills and the ability to collaborate effectively with agency leadership and external partners.
• Experience with Applied Epic is highly desirable.

Responsibilities

• Oversee day-to-day accounting operations including payroll, disbursements, receipts, bank accounts, and monthly close.
• Manage insurance agency accounting functions, including carrier statement reconciliations and timely payments for agency-billed business.
• Oversee producer commission calculations, processing, and related accounting activities.
• Manage bookkeeping, account reconciliations, and general ledger accuracy.
• Oversee management reporting and support financial planning, budgeting, and forecasting.
• Develop and improve procedures for collecting client receivables and maintaining accurate financial records.
• Partner with agency leadership to strengthen accounting processes, internal controls, and operational consistency.
• Identify opportunities to leverage technology and improve accounting workflows and agency operations.
• Supervise accounting tasks performed by other team members.
• Coordinate with external accounting professionals on tax and accounting matters.

Tools

Applied Epic

Job description

The Jonus Group is seeking an experienced Accounting Manager / Controller for a well-established independent insurance brokerage in Chicago. The role covers overseeing payroll, reconciliations, close processes, and reporting, with a hands-on leadership style and strong emphasis on internal controls.

You will work with agency leadership, manage commissions and carrier payables, support budgeting and planning, and lead process improvements.