Regional Accounting Lead chez Alera Group

Alera Group is looking for a Regional Accounting Lead. We are seeking highly motivated colleagues who bring experience and enthusiasm to our team – joining us may be the perfect fit for you!

Alera Group was founded in 2017 and has grown to become the 15th largest broker of US business. We are passionate about our clients’ success in the areas of Employee Benefits, Property and Casualty Insurance, Retirement Plan Services, and Wealth Services. With a network of offices nationwide, our commitment to collaboration allows us to offer national resources combined with local service.

We are seeking a detail-oriented and experienced Regional Accounting Lead to support the day-to-day accounting operations within our insurance brokerage firm.

This role is critical to ensuring the accuracy, efficiency, and integrity of financial processes related to commissions, payables,receivables, and banking.

The ideal candidate will bring deep industry knowledge, strong analytical skills, and proficiency in agency management systems.

• Direct Bill Commission Management:
  Oversee the processing and reconciliation of direct bill commissions, ensuring timely and accurate recording

• Accounts Receivable Oversight:
  Review and monitor the company’s accounts receivable process, ensuring proper invoicing, collections, and aging analysis

• Carrier Payables Management:
  Manage carrier payable processes including reconciliation, payment scheduling, and dispute resolution

• Producer/Broker Commission Reconciliation:
  Ensure accurate calculation and timely payment of producer and broker commissions

• Vendor Payables:
  Oversee vendor payment processes, including invoice verification, approval workflows, and payment execution

• Banking & Cash Management:
  Manage banking relationships, monitor cash flow, and perform bank reconciliations

• Process Improvement & Best Practices:
  Identify and implement industry best practices to enhance efficiency, accuracy, and compliance across accounting functions

• System Utilization:
  Leverage agency management systems such as Applied Epic, AMS360, Benefit Point, and Brokerage Builder to streamline operations and reporting

• Minimum 5+ years of relevant accounting experience in the insurance brokerage industry

• Strong understanding of brokerage operations and commission structures

• Proficiency in Applied Epic, AMS360, Benefit Point, and Brokerage Builder

• Excellent analytical, organizational, and communication skills

• Ability to work independently and collaboratively in a fast-paced environment

• High attention to detail and commitment to accuracy

• Experience with financial reporting and audit preparation

• Familiarity with regulatory compliance in insurance accounting

• Advanced Excel skills and experience with data analysis tools

This job requires presence in the office on a hybrid schedule as agreed with the manager.

Alera Group offers comprehensive benefits to our colleagues, including medical, dental, life and disability insurance, 401k, generous paid time off and much more.

Salary range is $100K to $120K per year.

We're an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status, or any other protected class.

Alera Group is committed to protecting your privacy. Please review our Privacy Policy to understand what personal information we may collect and use as part of your application process.

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