Accounting Manager

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.

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.

• 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.

• 5+ years of accounting experience with supervisory responsibility
• Strong knowledge of AP, AR, reconciliations, and revenue reporting
• Insurance agency accounting experience preferred
• Experience coordinating with carriers to resolve accounting and commission discrepancies
• Ability to supervise,…