Role Description
As Senior Accountant, you execute the day-to-day financial operations within Agentic Finance that keep Counterpart, Agentic Programs™, and Counterpart Insurance Company running. You report to the Controller and work closely with the Accounting Manager.
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Support Accounts Receivable, Accounts Payable, Reconciliations, and Vendor Administration
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Assist with premium accounts receivable from brokers - invoicing and installment billing, daily cash application against policies and endorsements, unapplied cash and unidentified deposit research, and aging and collections follow-up.
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Assist with the reconciliation of broker premium remittances into the premium trust account.
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Prepare the monthly reconciliation of policy-level premium receivable and premium payable detail from Counterpart's reporting platform to the general ledger.
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Assist with day-to-day accounts payable within Counterpart's spend-management platform.
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Assist with monthly bank reconciliations across operating, premium trust, and loss fund accounts.
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Assist with employee expense reimbursement administration.
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Assist with vendor records and documentation management.
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Support recurring program-level reimbursement invoicing.
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Support Bordereau, Carrier Payment Operations, and Claims Payments
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Prepare bordereau assembly and premium reconciliations across carrier and reinsurance relationships.
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Maintain the carrier payment calendar and prepare weekly and monthly carrier premium remittance and sweep calculations.
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Prepare monthly loss fund reporting to carrier partners.
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Execute claims payments from loss fund accounts.
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Support the monthly net commission, claims-handling fee, and revenue estimate calculations by program.
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Support Audit Administration
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Prepare and compile supporting documentation for the annual company audit.
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Support Counterpart Insurance Company's statutory (STAT) reporting cadence and regulatory filings.
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Maintain and continuously improve the accounting due dates calendar.
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Support Monthly Close and Financial Reporting
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Execute assigned monthly close tasks.
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Help prepare the recurring carrier partner reporting package.
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Document and maintain step-by-step accounting procedures.
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Drive Agentic Automation Across Accounting Operations
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Build and use agents to automate premium receivable cash application, bank reconciliations, bordereau assembly, premium reconciliation, and claims payment processing.
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Feed clean, structured financial data and workflows into Counterpart's Intelligence System.
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Identify where agents can replace manual work versus where judgment is still required.
Qualifications
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3-5 years of progressive accounting experience, ideally at a high-growth company.
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A bachelor's degree in Accounting, Finance, or a related field, or equivalent practical experience.
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Working knowledge of GAAP, with exposure to STAT a plus.
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Experience owning core accounting processes.
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Hands-on experience with an accounting system or ERP.
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Demonstrated use of AI tools or agents to streamline reconciliations.
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Strong Excel / Google Sheets skills.
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Comfort managing recurring payments and reconciliations.
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High attention to detail and a bias toward getting the numbers right the first time.
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Clear written and verbal communication.
Benefits
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Fully remote workplace
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Unlimited Vacation
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Work from Anywhere
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Stock Options
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Health, Dental, and Vision Coverage
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401(k) Retirement Plan
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Parental Leave
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Home Office Allowance
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Wellness Stipend
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Book stipend
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Professional Development Reimbursement
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No working birthdays
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Charitable Contribution Matching
Our estimated pay range for this role is $110,000 to $130,000.
Company Description
Counterpart is the first Agentic Insurance™ platform, combining trusted insurance expertise with cutting-edge AI to deliver tailored management and professional liability solutions.
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Recognized by CB Insights as a 2025 “Top 50 Insurtech.”
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Recognized by Great Place to Work.
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Recognized by Business Insurance as one of its 2025 “Best Places to Work.”