The Systems Accounting Specialist, working hand in hand with the Corporate Conversion Team, will be the main point of contact for the Regions/Offices Accounting/Finance team during all conversions. Will assist and provide guidance in the data mapping, agency management setup and training of the agency accounting staff on the accounting management system.  Provide post conversion support as needed and will help to develop standard accounting training/workflow documentation.

The Ideal Candidate
• An excellent problem solver, you thrive on making customers happy and coming up with great solutions.
• You have a strong sense of teamwork, and you are highly dependable.
• You are communicative and able to be effective via written and oral communication.

If this sounds like you, we invite you to keep reading and apply! 

Essential Duties and Responsibilities 
Please note that the duties below can vary based on the workflow of your local office. 

• Act as the lead accounting data analyst for Applied Epic and Vertafore AMS360/BenefitPoint conversions.
• Lead and/or Assist Regions/Offices with configuration changes to the agency management system.
• Lead/Assist Regions/Offices with pre and post conversion cleanup.
• Responsible for transaction import which includes not is not limited to assisting with template setup and processing the import.
• Provide accounting support as needed to Regions/Offices. 
• Assist in development and maintenance of the AssuredPartners Accounting Training Program including, but not limited to, training manuals, handouts, recorded training sessions library, monthly training calls.  
• Train all front office staff on the accounting workflows and procedures for the Applied Epic system.
• Assist agencies with, at minimum, the first month end close on the new management system.
• Work with Applied, Accounting, IT Departments, and any 3rd party systems as applicable to convert AssuredPartners Agency Management System data successfully and efficiently into Applied Agency Platform.  
• Assist the agencies employees before, during, and after conversion to maximize data integration and integrity.
• Participate in, if applicable, the 90-day post conversion optimization meeting with the agency to discover any issues or concerns.
• Travel could be up to 40%.

To help you make the best decision for your personal growth, it’s important to us to share a glimpse of what we offer our top asset, our people:   

• Competitive base salary   
• Generous 30+ Days Comprehensive Paid Time Off Package inclusive of Paid Time Off, 10 Company Holidays, 2 Floating Holidays, 5 Sick Days, and 2 Volunteer Days
• Health benefit options with you in mind; 5 affordable medical plan options with rates based on your salary, company paid HSA contribution with eligible HSA plan selection, 2 dental plan options offering orthodontia coverage and 3 cleanings per year, and 2 vision plan options    
• Company match 401(k) plan – 50% up to 6%!   
• Support of your fitness wellness goals! We offer up to 75% off at over 11,000 gyms and fitness centers    
• Opportunity to prioritize your mental health with 24/7 access to licensed therapists   
• Pet benefits & discounts    
• Access to our Employee-led Resource Groups (ERGs) that lend a voice to the variety of demographics represented throughout AssuredPartners  

Qualifications  

• Bachelor’s degree preferred; or 2-5 years of related experience and/or training; or equivalent combination of education and experience.
• Minimum of 5 years working insurance agency accounting experience.
• Minimum of 5 years Applied Epic, Vertafore BenefitPoint and AMS360 Agency Management System software experience, Internet software; Spreadsheet software and Word Processing software; Microsoft Visio.
• 1 year Data conversion experience, Application and data support experience preferred.
• Proficient in day-to-day insurance accounting business and workflow processes. 
• Valid Property and Casualty Insurance License is a plus.

AssuredPartners is passionate about fueling our clients’ innovation and growth. That makes us the perfect place for creative, dynamic people who want to grow their career while helping businesses, families and people thrive.   

We’re proud to be the fastest-growing independent insurance broker in America, but we’re even prouder of the honest, caring relationships that our employees build with our clients every day.

Working with us will give you the opportunity to do work that matters while you learn with us, advance with us, and most importantly, grow with us.

AssuredPartners is committed to embracing diversity, equity and inclusion to create a workplace that welcomes and thrives on the unique experiences, perspectives and contributions of all team members. AssuredPartners is bringing the best people and most diverse talent forward to drive growth, innovate and think bigger!