Job description
Job Description
Title: Accounting Integration Specialist
Department: Agency Business Applications
Location: Remote
ID: 100468
About Acrisure
Acrisure is a fintech leader that operates one of the world’s top 10 insurance brokerages. Acrisure has grown from $38 million to more than $3 billion in revenue since 2013 and deploys the best of Human and Artificial Intelligence (AI) at scale to reimagine financial service product distribution. Acrisure employs over 12,000 employees globally.
Led by co-founder, CEO and President Greg Williams, Acrisure provides a broad array of insurance and financial related solutions, including commercial property and casualty, personal lines and employee benefits insurance, asset management, real estate services, and cyber services. Acrisure’s massively valuable, high margin distribution network combines the strength of trusted advisors with growth and efficiency enabled by AI.
Essential Duties and Responsibilities:
- Lead the AR import process for agency partner conversion to Applied EPIC and Vertafore AMS360 (testing samples and go live).
- Lead accounting analysis meetings with agency partners or Acrisure accounting prior to conversion to identify gaps in workflows and processes.
- Participate in regularly scheduled status calls or meetings with conversion team and agency partner to ensure all deliverables are met.
- Ensure AMS structure design is compatible with the agency partner’s financial reporting requirements.
- Conduct on site or virtual visits with agency partners prior to AMS conversion and provide on-site or virtual support during “go live” week.
- Participate in AMS accounting training with accounting staff prior to AMS conversion.
- Develop transition plans, guidelines, procedures and establish protocols for agency partners transitioning to Acrisure accounting in conjunction with AMS conversion. Work closely with Acrisure accounting leadership team to ensure a smooth transition.
- Mentor the agency partner accounting team through post conversion issues and questions to ensure they can work independently. Act as a go to person for accounting issues for agency partner post AMS conversion.
- Assist with first three-month end for the converted agency partner.
- Participate in a team setting to help convert large groups of agency partners to Applied EPIC for platform integrations.
- Participate in regularly scheduled platform calls or team meetings.
This description is not meant to be all-inclusive and may be modified from time to time at the discretion of management.
Competencies:
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Education and/or Experience:
- High School Diploma or equivalent required
- Five years minimum Insurance agency accounting or AMS systems experience, required.
Technology Skills:
- Strong experience in Agency software, Applied (EPIC, and TAM) and Vertafore (AMS360) platforms, required.
- Possess strong administrative and computing skills, including Microsoft Office. (Word, Excel and Power Point)
Acrisure is committed to employing a diverse workforce. All applicants will be considered for employment without attention to race, color, religion, age, sex, sexual orientation, gender identity, national origin, veteran, or disability status. California residents can learn more about our privacy practices for applicants by visiting the Acrisure California Applicant Privacy Policy available at
www.Acrisure.com/privacy/caapplicant
.
Acrisure is equally committed to supporting social issues. In 2021, the Company co-founded Evolution Advisors, a joint venture focused on providing greater access and more effectively distributing insurance products and financial services to minority-owned enterprises. In its home of Grand Rapids, Acrisure provided $15 million to create the Acrisure Center for Innovation in Children’s Health at Helen DeVos Children’s Hospital.
To Executive Search Firms & Staffing Agencies: Acrisure does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered Acrisure’s property, and Acrisure will not be obligated to pay a referral fee. This includes resumes submitted directly to Hiring Managers without contacting Acrisure’s Human Resources Talent Department.
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