Premium Accounting Manager

A leading insurance organization is seeking an experienced Premium Accounting Manager to oversee the day-to-day operations of its Premium Accounting and Cash Applications functions. This individual will play a key leadership role in ensuring the accurate and timely processing of insurance premiums, carrier payments, cash applications, accounts receivable, and related financial activities. The ideal candidate will have strong insurance accounting experience, a solid understanding of agency billing and premium accounting, and proven experience managing an accounting team.

Key Responsibilities

• Oversee the daily operations of the Premium Accounting and Cash Applications teams, including carrier payables, cash receipts, and application of cash.

• Manage the timely and accurate payment of insurance carriers and brokers.

• Monitor accounts receivable, collections, and premium balances.

• Partner with Account Executives, Producers, and internal service teams regarding premium and payment inquiries.

• Distribute monthly client statements and follow up on outstanding balances.

• Monitor and manage premium advances, collection activity, and items referred for outside collections.

• Oversee legal collections processes related to outstanding premiums.

• Manage daily cash application activities, including direct and agency-billed premiums.

• Oversee premium finance processes and related accounting functions.

• Review AR/AP balances and ensure they reconcile appropriately to the general ledger.

• Assist with external and internal audit requests related to AR/AP and premium accounting.

• Monitor customer advances, payment plans, and high-volume client reconciliations.

• Provide reporting and analysis related to premium receivables, payables, and producer commissions.

• Identify opportunities to improve workflows, processes, and internal controls.

• Partner with senior finance leadership on special projects and process improvement initiatives.

• Assign workloads, establish priorities, coordinate vacation and backup coverage, and ensure financial deadlines are consistently met.

Qualifications

• Bachelor’s degree in Accounting, Finance, Business, or a related field preferred.

• 7+ years of experience in AR/AP or accounting operations, including management experience.

• Insurance industry experience a plus.

• Strong understanding of insurance premiums, commissions, receivables, payables, and general ledger accounting.

• Experience with insurance agency billing strongly preferred.

• Experience with Applied Systems platforms such as EPIC or TAM is a plus.

• Strong proficiency with Microsoft Office, particularly Excel.

• Demonstrated ability to lead and develop an accounting team.

• Solid understanding of internal controls and accounting processes.

Compensation: $110,000–$120,000 base salary, plus benefits.
Location: Woodbury, NY

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Associate Director, Tax Accounting

Our client, a well-established organization within the insurance and financial services industry, is seeking an Associate Director, Tax Accounting to join its growing tax function. This is a hands-on leadership opportunity for an experienced tax professional with a strong background in income tax provision, compliance, and tax reporting.

The Associate Director will play a key role in overseeing the company’s income tax provision and return-related activities, ensuring accurate financial reporting, timely federal, state, and local tax compliance, and strong internal controls. This position also offers the opportunity to expand technical tax expertise, lead and mentor team members, and contribute to tax planning, audit support, process improvements, and strategic projects.

Key Responsibilities

• Lead the income tax provision and financial reporting process in accordance with ASC 740 and SSAP 101, including tax entries, disclosures, reconciliations, and supporting documentation.
• Lead tax forecasting, effective tax rate analysis, and ad hoc tax reporting and modeling.
• Oversee federal, state, and local income tax compliance, including tax return preparation and review, filing coordination, and return-to-provision analysis.
• Review tax deliverables and identify opportunities to improve processes, enhance efficiency, and strengthen internal controls.
• Manage relationships with external tax advisors to ensure engagements are completed accurately, efficiently, and on schedule.
• Support tax planning initiatives by identifying opportunities to optimize the organization’s tax position and mitigate potential risks.
• Conduct technical tax research and provide guidance related to tax compliance, reporting requirements, and business initiatives.
• Support tax audits and regulatory inquiries while monitoring changes in tax laws, regulations, and industry-specific requirements.
• Partner cross-functionally with Accounting, Financial Reporting, Investments, Legal, Financial Planning & Analysis, and other internal stakeholders to provide tax guidance and insights.
• Mentor and develop tax team members while promoting accountability, technical growth, and achievement of departmental objectives.

Qualifications

• Bachelor’s degree in Accounting, Finance, or a related field required.
• CPA or Enrolled Agent designation required.
• 5–10 years of U.S. federal income tax experience required.
• Strong experience with income tax provision and federal, state, and local tax compliance.
• Strong knowledge of ASC 740 and SSAP 101 tax accounting and disclosure requirements.
• Life and annuity insurance industry experience strongly preferred.
• Public accounting experience strongly preferred.
• Advanced Microsoft Excel skills required.
• Experience with tax provision and income tax software platforms preferred.
• Experience with enterprise financial or ERP systems is a plus.
• Demonstrated ability to lead, mentor, and develop tax professionals.
• Strong analytical, communication, organizational, and project management skills.

Compensation

• $125,000–$165,000 base salary, plus comprehensive benefits and potential incentive compensation.

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Director, Investment Accounting

Our client, a growing insurance organization, is seeking an experienced Director of Investment Accounting to lead the investment accounting function and oversee accurate and timely financial reporting for a diverse investment portfolio.

This leadership role will oversee GAAP and statutory investment accounting and reporting across multiple asset classes. The ideal candidate will bring strong technical investment accounting expertise, insurance or regulated financial services experience, and proven leadership skills. This individual will manage a team of investment accounting professionals while partnering closely with Financial Reporting, Tax, Treasury, Investment Operations, and other key stakeholders.

Key Responsibilities

• Lead the Investment Accounting function, including oversight of GAAP and statutory accounting and reporting across all investment asset classes.
• Oversee month-end, quarter-end, and annual close and reporting for investment assets, liabilities, income, and expenses.
• Review accounting activity and financial results to ensure accuracy and compliance with applicable accounting standards.
• Manage and develop a team of investment accounting professionals, including goal setting, performance oversight, and work review.
• Partner cross-functionally with Financial Reporting, Tax, Treasury, Investment Operations, and other business areas.
• Maintain relationships with external auditors, vendors, and other business partners.
• Drive continuous process improvement, automation, technology implementation, and stronger internal controls.
• Develop key performance indicators, analytical reports, and insights to support investment-related business strategies.
• Monitor evolving accounting, financial reporting, and regulatory requirements impacting investment accounting.
• Leverage emerging technologies, including automation and AI-enabled tools, to improve reporting efficiency, scalability, and control effectiveness.

Qualifications

• Bachelor’s degree in Accounting required. 
• Master’s degree in Accounting preferred
• CPA or equivalent professional certification preferred
• 7–10 years of relevant experience in investment accounting, financial reporting, internal controls, and process improvement.
• Strong knowledge of U.S. GAAP and/or statutory accounting and reporting.
• Investment accounting experience within the insurance industry or another regulated financial services organization.
• Experience accounting for diverse investment portfolios and asset classes, including private credit.
• Experience implementing process improvements, automation, and emerging technologies.
• Experience leading and developing accounting professionals.
• Strong ability to identify, analyze, and resolve complex financial and accounting issues.
• Ability to manage multiple priorities in a fast-paced environment.
• Strong communication, collaboration, and relationship-management skills.

Compensation

• $125,000–$175,000 base salary, plus comprehensive benefits and potential incentive compensation.

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Senior Reinsurance Accountant

Our client, a growing insurance organization, is seeking an experienced Senior Reinsurance Accountant to join its accounting team. This role will primarily focus on reinsurance accounting, supporting both new and existing reinsurance arrangements while ensuring accurate financial reporting, strong internal controls, and consistent accounting processes.

The ideal candidate will have a strong accounting foundation, experience within insurance and/or reinsurance, and an interest in improving and automating processes. This individual will work cross-functionally with accounting, finance, actuarial, legal, risk, operations, and other internal teams.

Key Responsibilities:

• Prepare, review, and reconcile periodic reinsurance settlement statements.
• Support monthly and quarterly close activities, including journal entries, account reconciliations, and financial analysis.
• Validate data from internal systems and external reinsurers and investigate discrepancies.
• Maintain accurate documentation supporting settlements, reconciliations, and accounting assumptions.
• Review accounting results to ensure transactions are accurately recorded.
• Support the implementation and accounting treatment of new and existing reinsurance agreements.
• Identify opportunities to improve, standardize, and automate accounting processes.
• Partner with external reinsurers and cross-functional internal teams.
• Support audits, regulatory reporting, and ad hoc financial requests.
• Leverage technology, automation, and AI-enabled tools to improve reporting efficiency, controls, and scalability.

Qualifications:

• Bachelor’s degree in Accounting required.
• CPA preferred.
• 3–5 years of accounting experience, ideally within insurance, reinsurance, or public accounting.
• Strong understanding of accounting principles and internal controls.
• Advanced Excel skills.
• Strong analytical, reconciliation, and problem-solving abilities.
• Excellent attention to detail with the ability to manage deadlines in a fast-paced environment.
• Strong written and verbal communication skills.
• Ability to work independently while collaborating effectively across teams.

Compensation:

• $90,000–$130,000 base salary, plus comprehensive benefits and potential incentive compensation.

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Accounting & Billing Manager
San Antonio, TX.$90k-$110k Base Salary + Great Benefits

Overview
The Premium Accounting & Billing Manager will oversee the daily execution of our premium collection and billing workflows. You will lead a team of specialists, ensuring zero-balance accuracy in reconciliation's and maintaining seamless financial coordination between clients and insurance carriers. This is a high-impact leadership role with visibility across finance, operations, and client-facing teams.

This role in San Antonio with a TPA (Third Party Administrator). You’d be owning the full billing cycle—billing, collections, and reconciliation—while leading a small team.

It’s a great fit for someone who’s been deep in premium billing and reconciliation and wants more ownership without stepping away from the work. High visibility, stable environment, and real impact on operations.

Key Responsibilities

• Daily Operations: Supervise the end-to-end billing cycle, including invoice generation, premium collection, and timely remittance to carriers.
• Team Leadership: Manage daily activities for a small team of premium specialists, providing hands-on support and ensuring all deadlines are met.
• Financial Reconciliation: Directly perform and review complex reconciliation's of eligibility data against premium payments to ensure financial integrity.
• Carrier & Vendor Point of Contact: Serve as the primary liaison for insurance carriers regarding premium audits, delinquency resolution, and funding discrepancies.
• Compliance & Audit Support: Maintain meticulous records to ensure adherence to ERISA and HIPAA standards; prepare documentation for annual audits.
• Reporting: Develop and monitor daily/weekly reports on billing accuracy, aging reports, and collection cycle times for the management team.

Qualifications

• Experience: 3–5 years of hands-on experience in premium accounting, billing, or financial operations within the insurance or TPA industry.
• Software Skills: Strong proficiency in Sage or similar accounting software is required.
• Technical Knowledge: Solid understanding of self-funded health plans and multi-tier billing structures.
• Compliance: Basic understanding of regulatory requirements (ERISA, ACA) governing premium handling.
• Preferred: Familiarity with the Davis-Bacon Act or Service Contract Act (SCA) fringe benefit administration.
• Education: Bachelor’s degree in Accounting, Finance, or Business Administration.

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