Accounting Integration Analyst
- Lead accounting analysis meetings with agency partners or Acrisure accounting prior to conversion to identify Pr/Br Commission Agreements.
- Communicate with Platform Accounting Lead and each Agency Partner to solution Pr/Br commission agreements.
- Work with Platform lead and controllers to gain approvals.
- Enter commission agreements into Platform database.
- Validate commission value appears on PrBr as expected per commission template completed by AP in sample and final.
- Identify any employees or brokers with commission values on policies that do not appear on the commission template.
- Clean up commission agreements in prior databases before platform conversions.
- 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 Pr/Br Commission agreements.
- Participate in a team setting to help convert agency partners Pr/Br data 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. Requirements:
- 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)
- High School Diploma or equivalent required
- Five years minimum Insurance agency accounting or AMS systems experience, required.
- Competitive Compensation
- Industry Leading Healthcare
- Savings and Investments
- Charitable Giving Programs
- Offering hybrid work option
- Opportunities for Growth
- Parental Leave
- Generous time away
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