MGA Insurance Reconciliation Specialist

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

Job summary

Join a forward-thinking company as a Reconciliation Specialist, where your expertise in financial reconciliation and advanced Excel skills will be crucial in supporting MGA clients. In this remote role, you will manage the monthly reconciliation process, ensuring accuracy and clear communication across teams. With a focus on client success and operational efficiency, you'll contribute to a dynamic environment that values growth and development. Enjoy generous benefits, including 100% paid healthcare from day one, and be part of a recognized leader in the insurance industry.

Benefits

Generous PTO plan

100% paid Employee Healthcare

401k with employer match

Paid holidays and floating holidays

Opportunities for growth and development

Qualifications

• 2+ years in accounting or financial reconciliation roles.
• Experience in the insurance industry (MGA) is required.

Responsibilities

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

Skills

Financial Reconciliation

Advanced Excel

Communication Skills

Attention to Detail

Technological Proficiency

Education

High School Diploma

Tools

Microsoft Office

CRM Tools

Job description

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:

1. Manage and reconcile monthly bordereaux submissions, ensuring accuracy between client data, internal systems, and cashbooks.
2. Identify and resolve discrepancies between expected billing and actual payments, maintaining detailed audit logs.
3. Act as the main liaison for reconciliation issues between internal teams and MGA clients, ensuring clear and timely communication.
4. Investigate and resolve billing variances, escalating complex issues when necessary.
5. Track and document client interactions, KPIs, and outcomes using CRM tools and client platforms.
6. Collaborate cross-functionally to address client challenges and enhance workflow efficiency.
7. Support offshore teams with feedback and guidance to improve processing accuracy and integration.
8. 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-focused 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 internal equity. This is a remote position, and the salary range for most locations is $16.00-$21.00 per hour.

The salary range may vary based on experience and geographic location.

Your Interview Process:

To be considered, please submit your application. If qualified, a member of our Talent Acquisition team will contact you to schedule an interview via Zoom.

The process includes:

1. Behavioral interview with Talent Acquisition
2. Online talent assessment
3. Hiring Manager interview

*Additional steps may be added as needed. Candidates are evaluated at each step, and not all candidates will complete the entire process.

About ReSource Pro:

ReSource Pro is dedicated to the insurance industry, providing strategic operations support to increase productivity and profitability. With over 10,000 employees worldwide, we serve more than 1,800 clients and have been recognized in Inc. 5000 as one of the fastest-growing companies in the US for 2024.

Equal Employment Opportunity Policy

We provide equal employment opportunities to all and prohibit discrimination and harassment based on race, color, religion, age, sex, national origin, disability, genetics, veteran status, sexual orientation, gender identity or expression, or any other protected characteristic.