Accounting Migration Manager - Generalist

OVERVIEW

Accounting Migration Manager - Insurance Operations

Location: Remote

Employment Type: Full-Time

Department: Enterprise Transformation - Project LEAP

About Alera Group

Alera Group is one of the nation's leading independent insurance and financial services firms, combining national resources with local expertise across Employee Benefits, Property & Casualty Insurance, Retirement Plan Services, Wealth Services, and Human Capital Solutions.

Why Alera Group? Collaborate with purpose. Build your career. Make an impact.

The Opportunity

Do you understand insurance agency accounting, know how to reconcile complex financial data, and enjoy helping teams navigate system changes?

Alera Group is seeking an Accounting Migration Manager to join our Enterprise Transformation team and help lead the accounting work behind our Agency Management System conversions.

You'll serve as an insurance accounting subject matter expert, partnering with local offices and project teams to validate converted balances, resolve accounting challenges, assess go-live readiness, and support successful transitions to new accounting processes.

RESPONSIBILITIES

What You'll Do

• Lead accounting discovery sessions and identify conversion risks, process variations, and readiness gaps.
• Guide accounting data mapping and validate converted balances, including commissions, receivables, payables, producer compensation, and general ledger data.
• Lead reconciliation of financial balances and resolve or escalate conversion discrepancies.
• Assess office accounting readiness and recommend corrective actions before go-live.
• Provide accounting expertise and recommendations to migration specialists, office teams, and project leadership.
• Review training materials and support offices through conversion, initial month-end close, and post-go-live stabilization.

QUALIFICATIONS

Does This Sound Like You?

• You have 5-8+ years of insurance agency or brokerage accounting experience, preferably in Property & Casualty.
• You're experienced with carrier commission statements, producer compensation, and revenue reconciliation.
• You understand insurance brokerage revenue recognition, including commission and fee-based revenue streams.
• You're highly proficient in Microsoft Excel and comfortable analyzing complex accounting data.
• You can guide accounting decisions, identify risks, and communicate effectively with office teams and project leaders.
• Experience with Applied Epic accounting is strongly preferred.
• Experience with system conversions, implementations, or ASC 606 is a plus.

Compensation & Benefits

Compensation: $100,000 to $115,000

Benefits

Eligible colleagues enjoy a comprehensive benefits package including:

• Medical, dental, and vision insurance
• Life and disability coverage
• 401(k)
• Generous paid time off
• Professional development and career growth opportunities

ADDITIONAL INFORMATION

Work Arrangement

This position is Remote: This role is primarily remote.

Travel Requirements: Occasional travel may be required to support office implementations, training, and collaboration with project teams.

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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Location Type

Remote