[Hiring] Accounting Migration Specialist @Alera Group

Role Description

Alera Group is seeking an Accounting Migration Specialist to support our enterprise transformation as Property & Casualty (P&C) and Employee Benefits (EB) offices transition their accounting processes to Applied Epic. You'll partner with local offices to understand existing processes, validate converted financial data, resolve discrepancies, and help colleagues confidently navigate new accounting workflows.

Responsibilities

• Partner with offices to understand and document current accounting and commission processes.
• Map and validate commission, producer compensation, and other financial data during Applied Epic conversions.
• Reconcile commission receivables, producer payables, and cash balances to ensure conversion accuracy.
• Identify data discrepancies, coordinate cleanup, and resolve or escalate conversion issues.
• Deliver Applied Epic accounting training and develop practical job aids for office teams.
• Support offices through system cutover, initial month-end close, and post-conversion stabilization.

Qualifications

• 3–5+ years of experience in P&C or Employee Benefits commission or agency accounting.
• Understanding of EB carrier commissions, producer pay, and revenue reconciliation OR P&C agency bill, direct bill, and carrier payables.
• Experience in reconciling financial data, identifying discrepancies, and maintaining accurate records.
• Highly proficient in Microsoft Excel and comfortable working with complex accounting data.
• Organized, detail-oriented, and able to communicate accounting processes clearly to others.
• Experience with Applied Epic or accounting system conversions is a plus.

Requirements

• Remote: This role is primarily remote.
• Occasional travel may be required to support office implementations, training, and collaboration with project teams.

Benefits

• Compensation: $75,000 to $90,000
• Medical, dental, and vision insurance
• Life and disability coverage
• 401(k)
• Generous paid time off
• Professional development and career growth opportunities

Company Description

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.