Insurance Accounting Lead - M&A

Insurance Office of America, Inc.; Longwood (FL); Hybrid; USD 34,000 - 43,000; Full time

Benefits offered by this job

Competitive salaries and bonus

Company-paid health insurance

Paid holidays, vacations, and sicktime

401K with employer match

Professional growth opportunities

Respectful culture and work-life/bal

Community service commitment

Supportive teammates and a rewarding工作

Job summary

Insurance Office of America in Longwood, FL is seeking an Insurance Accounting Lead – M&A to support post-close acquisition activities and ensure accurate accounting records within Applied Epic and Client Production systems.

The role focuses on direct bill commissions, client premium receivables, and carrier payables, collaborating with cross-functional teams to drive clean integration and timely month-end close.

Qualifications

• 2+ years of accounting experience.
• Bachelor’s degree in Accounting, Finance, or Business Administration preferred.
• Strong understanding of accounting principles, reconciliations, and transaction processing.
• Experience researching discrepancies and independently driving issues through resolution.
• Strong attention to detail with the ability to manage multiple priorities in a fast-paced integration environment.
• Insurance industry experience and Applied Epic experience preferred.
• Proficiency in Microsoft Office applications, including Excel, Word, Outlook, PowerPoint, SharePoint, and Teams.
• Strong analytical, problem-solving, communication, and customer service skills, prioritization, and independent work skills.
• Self-starter, inquisitive, team player, able to handle confidential information, detail-oriented, accurate, able to meet tight deadlines, calm under pressure.

Responsibilities

• Direct Bill Commission Processing: Record and maintain direct bill commission transactions associated with acquired business.
• Accounts Receivable Management: Establish, monitor, and maintain client premium receivable balances while ensuring accurate recording and resolution of outstanding items.
• Carrier Payable Processing: Process premium payments to insurance carriers for agency-billed business and maintain accurate payable records.
• Reconciliation & Resolution: Research, reconcile, and resolve discrepancies involving commissions, client receivables, carrier payables, and related accounting activity.
• Post-Close Accounting: Maintain accurate accounting records for acquisition-related activity and ensure proper accounting period recognition.
• Applied Epic Integration Support: Support transition of acquired business into Applied Epic and Client Production systems while ensuring accounting data accuracy.
• Month-End Close Support: Assist with month-end close activities, reconciliations, and reporting related to post-close acquisition accounting.
• Reporting & Audit Support: Prepare reports, support audit requests, and compile documentation validating accounting transactions and balances.
• Data Analysis: Analyze accounting activity, identify variances, and investigate issues requiring corrective action.
• Cross-Functional Collaboration: Partner with Accounting, Operations, Integration teams, and acquisition stakeholders to support successful transitions.
• Process Improvement: Recommend and implement improvements to accounting workflows, reconciliations, controls, and integration processes.
• Professional Development: Maintain knowledge of insurance accounting practices, agency management systems, and acquisition integration procedures.
• Champion IOA Values: Demonstrate integrity, professionalism, and leadership.

Skills

Accounting principles

Reconciliations

Issue resolution

Attention to detail

Analytical skills

Communication

Multitasking

Time management

Education

Bachelor’s degree in Accounting, Finance, or Business Administration preferred

Tools

Microsoft Excel

Word

Outlook

PowerPoint

SharePoint

Teams

Job description

Job Description: Title: Insurance Accounting Lead – M&A Work Mode: Hybrid 1-2 days | Location: Longwood, FL office | Experience: Previous insurance experience highly preferred.

Please note: If this position is posted as either fully remote and/or hybrid, in accordance with company policy, individuals residing within a 50-mile radius of a branch location may be required to work onsite in a hybrid capacity as there may be occasions when on-site presence is necessary to meet specific business needs. Additionally, our remote work policy includes having a dedicated, distraction-free workspace. Remote work is not a substitute for childcare, elder care, or other personal responsibilities during working hours. To view our branch locations, please visit: ioausa.com/locations

About the Role:

The Insurance Accounting Lead, M&A is responsible for supporting post-close acquisition accounting activities related to acquired agencies and books of business. This role focuses on processing direct bill commissions, maintaining client premium receivables, managing carrier premium payables, and supporting integration activities within Applied Epic and Client Production systems. The Insurance Accounting Lead, M&A serves as a key resource throughout the acquisition integration process, ensuring accounting transactions are accurately recorded, reconciled, and resolved while supporting operational and financial objectives.

Key Responsibilities:

• Direct Bill Commission Processing: Record and maintain direct bill commission transactions associated with acquired business.
• Accounts Receivable Management: Establish, monitor, and maintain client premium receivable balances while ensuring accurate recording and resolution of outstanding items.
• Carrier Payable Processing: Process premium payments to insurance carriers for agency-billed business and maintain accurate payable records.
• Reconciliation & Resolution: Research, reconcile, and resolve discrepancies involving commissions, client receivables, carrier payables, and related accounting activity.
• Post-Close Accounting: Maintain accurate accounting records for acquisition-related activity and ensure proper accounting period recognition.
• Applied Epic Integration Support: Support transition of acquired business into Applied Epic and Client Production systems while ensuring accounting data accuracy.
• Month-End Close Support: Assist with month-end close activities, reconciliations, and reporting related to post-close acquisition accounting.
• Reporting & Audit Support: Prepare reports, support audit requests, and compile documentation validating accounting transactions and balances.
• Data Analysis: Analyze accounting activity, identify variances, and investigate issues requiring corrective action.
• Cross-Functional Collaboration: Partner with Accounting, Operations, Integration teams, and acquisition stakeholders to support successful transitions.
• Process Improvement: Recommend and implement improvements to accounting workflows, reconciliations, controls, and integration processes.
• Professional Development: Maintain knowledge of insurance accounting practices, agency management systems, and acquisition integration procedures.
• Champion IOA Values: Demonstrate integrity, professionalism, and leadership.

Ideal Candidate Qualifications:

• 2+ years of accounting experience
• Bachelor’s degree in Accounting, Finance, or Business Administration preferred
• Strong understanding of accounting principles, reconciliations, and transaction processing
• Experience researching discrepancies and independently driving issues through resolution
• Strong attention to detail with the ability to manage multiple priorities in a fast-paced integration environment
• Insurance industry experience and Applied Epic experience preferred
• Proficiency in Microsoft Office applications, including Excel, Word, Outlook, PowerPoint, SharePoint, and Teams
• Strong analytical, problem-solving, communication, and customer service skills, prioritization, and independent work skills
• Self-starter, inquisitive, team player, able to handle confidential information, detail-oriented, accurate, able to meet tight deadlines, calm under pressure

What We Offer:

• Competitive salaries and bonus potential
• Company-paid health insurance
• Paid holidays, vacations, and sick time
• 401K with employer match
• Professional growth and career progression opportunities
• Respectful culture and work/family life balance
• Community service commitment
• Supportive teammates and a rewarding work environment

What to Expect (Application Process):

30-Minute Phone Screen, Online Assessments, and Interview(s)

Salary Range:

The expected pay range for this position is $25.00 to $31.25 per hour, depending on experience, relevant skills, and geographic location.

Equal Opportunity Statement:

Insurance Office of America is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.

Company Overview:

Insurance Office of America (IOA) is one of the largest privately held independent insurance brokerages in the United States. Founded in 1988, IOA has more than 1,500 associates located in over 60 offices in the U.S., and it is a recognized leader in providing property and casualty, employee benefits, and personal lines insurance and risk management solutions. In California, dba IOA Insurance Services. (#0E67768)

For more information, visit www.ioausa.com.