Role Description
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:
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Validate converted balances
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Resolve accounting challenges
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Assess go-live readiness
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Support successful transitions to new accounting processes
Responsibilities
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Lead accounting discovery sessions and identify conversion risks, process variations, and readiness gaps.
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Guide accounting data mapping and validate converted balances, including commissions, receivables, payables, producer compensation, and general ledger data.
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Lead reconciliation of financial balances and resolve or escalate conversion discrepancies.
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Assess office accounting readiness and recommend corrective actions before go-live.
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Provide accounting expertise and recommendations to migration specialists, office teams, and project leadership.
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Review training materials and support offices through conversion, initial month-end close, and post-go-live stabilization.
Qualifications
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5β8+ years of insurance agency or brokerage accounting experience, preferably in Property & Casualty.
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Experienced with carrier commission statements, producer compensation, and revenue reconciliation.
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Understanding of insurance brokerage revenue recognition, including commission and fee-based revenue streams.
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Highly proficient in Microsoft Excel and comfortable analyzing complex accounting data.
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Able to guide accounting decisions, identify risks, and communicate effectively with office teams and project leaders.
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Experience with Applied Epic accounting is strongly preferred.
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Experience with system conversions, implementations, or ASC 606 is a plus.
Requirements
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This position is primarily remote.
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Occasional travel may be required to support office implementations, training, and collaboration with project teams.
Benefits
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Medical, dental, and vision insurance
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Life and disability coverage
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401(k)
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Generous paid time off
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Professional development and career growth opportunities