MGA Insurance Reconciliation Specialist

ReSource Pro Growth Solutions; Des Moines (IA); Remote; USD 60,000 - 80,000; Full time

Job summary

Join a forward-thinking company as a Reconciliation Specialist, where your detail-oriented mindset and financial expertise will drive client success. This role offers a unique opportunity to manage the reconciliation process for MGA clients, ensuring accuracy and efficiency. Collaborate with cross-functional teams and enhance workflow while enjoying a generous benefits package, including 100% paid healthcare from day one. If you're passionate about numbers and client satisfaction, this is the perfect opportunity to make an impact in a growing organization.

Benefits

Generous PTO plan

100% paid Employee Healthcare

401k with employer match

Paid holidays + floating holidays

Qualifications

• 2+ years in accounting or financial reconciliation roles.
• Experience with MGAs and bordereaux processes preferred.

Responsibilities

• Manage monthly bordereaux submissions and ensure accuracy.
• Act as liaison for reconciliation issues between teams and clients.

Skills

Financial Acumen

Advanced Excel Proficiency

Communication Skills

Attention to Detail

Process Focus

Education

High School Diploma or equivalent

Tools

Microsoft Office

CRM Tools

Job description

5 days ago Be among the first 25 applicants

Are you detail-oriented with a passion for numbers and client success? Step into the role of Reconciliation Specialist, where spreadsheets meet strategy and your eye for detail keeps the financial story straight across borders.

Your Role

The MGA Insurance Reconciliation Specialist is a key contributor in overseeing the monthly bordereaux reconciliation process for our MGA clients. This role demands strong financial acumen, advanced Excel proficiency, and effective communication with both clients and U.S.-based and offshore team members. The specialist is responsible for ensuring the accuracy of billing and payment records, identifying and resolving discrepancies, and supporting the team's overall efficiency and client satisfaction.

All remote positions are based in the United States, and candidates must reside within the U.S. to be eligible for consideration.

After 3 Months You Will

• Manage and reconcile monthly bordereaux submissions, ensuring accuracy between client data, internal systems, and cashbooks.
• Identify and resolve discrepancies between expected billing and actual payments, maintaining detailed audit logs.
• Act as the main liaison for reconciliation issues between internal teams and MGA clients, ensuring clear and timely communication.
• Investigate and resolve billing variances, escalating complex issues when necessary.
• Track and document client interactions, KPIs, and outcomes using CRM tools and client platforms.
• Collaborate cross-functionally to address client challenges and enhance workflow efficiency.
• Support offshore teams with feedback and guidance to improve processing accuracy and integration.
• Contribute to team meetings, retrospectives, and continuous process improvements to strengthen team performance and culture.
  
  

What you need to be successful:

• High School Diploma or equivalent required.
• 2+ years of experience in accounting or financial reconciliation roles.
• 2–3 years of insurance industry experience required (MGA)
• 1+ year of experience in Commercial Property & Casualty insurance preferred.
• Experience working with MGAs and bordereaux processes strongly preferred.
• Strong written and verbal communication skills.
• Fluent in Microsoft Office products.
• Advanced Excel proficiency (including functions, lookups, pivot tables, etc.)
• Process-focus and strong attention-to-detail.
• Technological proficiency - ability to learn, utilize, and navigate a variety of client and internal systems.
  
  

Your Benefits & Perks:

• Generous PTO plan with paid holidays + floating holidays
• 100% paid Employee Healthcare on Day 1
• Eligible for all medical, dental, and vision benefits on Day 1
• 401k with employer match, vested on Day 1
• Opportunity to work for a growing, global organization.
• Ability to engage with clients and internal partners to make an impact.
• Organization-wide focus on growth and development
  
  

Your Compensation:

Our salary ranges are based on paying competitively for our size and industry, and are one part of the total compensation package that also includes annual bonus eligibility, benefits, and other opportunities at ReSource Pro. Individual pay decisions are based on a number of factors, including qualifications for the role, experience level, skillset, geography, and balancing internal equity relative to other ReSource Pro employees. This is a remote position, and the salary range for most locations for this role is $16.00-$21.00 per hour.

The salary range may vary based on experience and on the specific geographic location in which the candidate resides.

Your Interview Process

To be considered for this position, please submit your application. If you meet the qualifications for the role, a member of our Talent Acquisition team will be in touch to schedule an interview via zoom.

The Standard Interview Process Includes

• Behavioral interview with Talent Acquisition
• Online talent assessment
• Hiring Manager interview
  
  

*Additional interview steps may be added depending on the position or if further evaluation is needed.

Disclosure: Candidates are evaluated at each step of the process. As a result, not every candidate will complete all steps in the process.

About ReSource Pro

Focused exclusively on the insurance industry, ReSource Pro is a trusted strategic operations partner to insurance organizations seeking to increase their productivity and profitability.With a global team of more than 10,000 employees, ReSource Pro operates at the critical intersection of people, process, technology, and data to serve more than 1,800 clients across the carrier, broker, and MGA segments – consistently earning a +96% client retention rate for over a decade. It offers expert advisory services, proven business process management optimization and transformative data and technology solutions. For the 15th time since 2009, it was recognized in 2024 by Inc. 5000 as one of the fastest growing companies in the US.

Equal Employment Opportunity Policy

ReSource Pro provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Accounting/Auditing and Finance

• Industries

  Insurance

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