Location: Orlando, FL

Compensation: $125K – $160K + Bonus + Profit Share / Safe Harbor

Work Schedule: On-site
Start: July / August

Overview

We are partnering with a well-established, family-owned insurance agency in Orlando that is seeking a hands-on Controller to join its leadership team. This is a unique opportunity to step into a high-impact role that directly supports ownership, with broad visibility across financial operations. This is not a purely oversight position. The right individual will be comfortable rolling up their sleeves, managing day-to-day accounting activities, and serving as a trusted partner to the President and CFO (during transition).

What You’ll Do

• Manage day-to-day accounting operations, including commissions, carrier payables, collections, and account reconciliation.
• Oversee agency bill workflows and carrier remittances within a “pay when paid” structure.
• Handle high-volume / high-value cash flow accounts ($10M+) with accuracy and accountability.
• Partner closely with ownership on financial visibility, reporting, and operational decisions.
• Identify opportunities to streamline processes, improve efficiency, and enhance workflows.
• Act as a liaison with Vertafore / AMS, exploring system capabilities, efficiencies, and emerging tools (including AI integrations)
• Assist in resolving discrepancies, managing collections, and maintaining strong client/account relationships.
• Stay informed on market trends, attend industry events, and bring insights back to leadership.
• Operate as a true “utility player”-supporting across functions where needed.

What/Who They’re Looking For

• Bachelor’s degree in Accounting, Finance, or related field.
• Prior experience within the insurance industry (agency experience strongly preferred).
• Hands-on, detail-oriented, and comfortable, owning both tactical and strategic responsibilities.
• Familiarity with agency management systems (Vertafore / AMS preferred).
• Technically capable and open to leveraging systems to improve efficiency.
• Strong problem-solving mindset with the ability to manage discrepancies and complex account activity.
• Comfortable working in a small, close-knit office environment.
• Collaborative, low-ego, team-first approach.
• Naturally curious, interested in improving processes and exploring new ideas.