Senior Insurance Accounting Analyst
Keller Executive Search is recruiting for a newly launched insurance brokerage that is establishing its accounting and fiduciary-control foundation. This is a rare opportunity to build a function rather than inherit a mature process. The successful candidate will become the internal authority on brokerage accounting, premium trust activity, financial reporting, and agency management system workflows.
Reporting to a finance and investments leader, you will own period-close reconciliation between the agency management system and the parent organization's ERP, oversee an outsourced bookkeeping provider, and execute carrier remittances and earned commission releases. During implementation, you will shape accounting flows, manage parallel system operation, and help transition the agency management system into the transaction system of record.
This hands-on individual-contributor role offers substantial autonomy and visibility within a small, developing brokerage team. You will create repeatable controls, safeguard fiduciary funds, maintain accurate reporting, and establish processes that can support future growth. It is an excellent opportunity for an insurance accounting professional who wants to own outcomes and influence how a new function operates.
Key Responsibilities
- Own period-close accounting, reconciliations, and financial reporting routines for the brokerage.
- Monitor premium trust and operating bank accounts, pro
