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, process deposits, and maintain complete supporting documentation.
• Review bookkeeper-prepared payment instructions and execute accurate, timely carrier remittances.
• Validate earned commission releases and initiate approved transfers from trust to operating accounts.
• Serve as the primary liaison to the outsourced bookkeeping provider, setting workflows and resolving discrepancies.
• Lead accounting-flow implementation within the agency management system and serve as its internal accounting subject-matter expert.
• Manage parallel operation of the agency management system and ERP, including period-close reconciliation and sign-off.
• Review export packages and post summarized GAAP journal entries to the ERP following system cutover.
• Review balance sheets, income statements, aged premium receivables, carrier payables, and producer commission reports.
• Follow up on overdue premiums and investigate unmatched, duplicate, and timing-related transactions.
• Maintain fiduciary records and controls supporting applicable state requirements and examination readiness.
• Prepare applicable surplus-lines filings, affidavits, payments, and supporting records.
• Protect confidential client and policy information throughout accounting and reporting processes.

Requirements

Essential

• Bachelor's degree in Accounting, Finance, Business, Economics, or a closely related field.
• At least three years of insurance agency accounting, insurance trust accounting, or brokerage financial-operations experience.
• Insurance-sector background with practical knowledge of intermediary transactions and terminology.
• Working knowledge of agency management system accounting, including agency-billed and direct-billed workflows, trust ledgers, bank reconciliation, and commission recording.
• Hands-on ownership of month-end close, bank and subledger-to-general-ledger reconciliations, and GAAP financial-statement review.
• Ability to work independently as the accountable accounting owner within a small, developing function.
• Strong attention to detail, process discipline, organization, and professional communication.
• This is an onsite position.

Preferred

• Experience managing premium trust accounts, carrier remittances, commission releases, and fiduciary compliance.
• Insurance brokerage or agency accounting experience.
• Accounting-module experience with AMS360 or a comparable agency management system.
• Experience implementing, converting, or running an agency management system in parallel with an ERP.
• Experience coordinating and reviewing an outsourced bookkeeping or accounting provider.
• Knowledge of surplus-lines filings and state insurance recordkeeping requirements.
• Proficiency with online banking platforms, ACH origination, and electronic payment processing.
• SAP experience.

Benefits

• Base salary of $85,000, with flexibility up to $100,000 (commensurate with experience)
• Short-term incentive program
• 401(k) plan
• Healthcare coverage

Agency statement

Keller is a recruitment agency that provides services to clients ranging from startups and non profits to multinational corporations. Keller emphasizes ethical search processes, attentive candidate care, and leadership placements that support long-term client outcomes.

To learn more about the firm and about our candidate services - please visit our website

Equal Opportunity policy

Equal Employment Opportunity and Non-Discrimination Policy

Equal Employment Opportunity Statement: Both Keller Executive Search and our clients are Equal Opportunity Employers. For all positions, whether with Keller Executive Search or our clients, qualified applicants will receive consideration for employment without regard to race, skin color, religion, sex, sexual orientation, gender identity, gender expression, national origin, age, protected veteran status, disability, genetic information, or any other legally protected status.

Commitment to Diversity: Keller Executive Search and its clients are committed to fostering a diverse and inclusive work environment where all individuals are valued and respected.

Reasonable Accommodations: Both Keller Executive Search and our clients are committed to providing reasonable accommodations to individuals with disabilities and pregnant individuals. We engage in an interactive process to determine effective, reasonable accommodations.

Compensation Information: For client positions, compensation information is available in the job post. If not provided, it will be shared during the interview process in accordance with applicable laws. When required by law, salary ranges will be included in job postings. Actual salary may depend on skills, experience, and comparison to current employees in similar roles. Salary ranges may vary based on role and location.

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• Colorado, Nevada, New York City, California, and Washington Residents: Compensation information is available in the job post or will be provided during the interview process if not initially available.
• Both Keller Executive Search and our clients are committed to pay equity and conduct periodic pay equity analyses in accordance with applicable laws.

State-Specific Information:

• Rhode Island: We do not request or require salary history from applicants.
• Connecticut: We provide wage range information upon request or before discussing compensation.
• New Jersey: We do not inquire about salary history unless voluntarily disclosed.

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Use of Artificial Intelligence in Recruitment

Keller Executive Search and our clients may use artificial intelligence (AI) tools to assist in the recruitment and candidate evaluation process. These tools are used exclusively to support human decision-making by helping to review and assess candidate qualifications and materials. AI is never used to automatically reject, disqualify, or make final hiring decisions about candidates. All AI-assisted evaluations are reviewed by experienced recruitment professionals, and all hiring decisions are made by qualified human recruiters. Our use of AI is designed to enhance fairness, consistency, and efficiency while maintaining our commitment to equal employment opportunity and non-discrimination principles.

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Local Laws: Both Keller Executive Search and our clients comply with all applicable local laws and ordinances regarding employment practices in the areas where we operate.

Note: This job posting may be for a position with Keller Executive Search or one of our clients. The specific employer will be identified during the application and interview process. Employment laws and requirements may vary depending on the employer and location.