Operations Analyst - Integration

Job ID
# of Openings
Field Operations
Office Location
4600 W Cypress St
Location : Location


AssuredPartners is the fastest-growing independent insurance agency in the U.S. Founded in 2011 as a national partnership of leading independent property and casualty and employee benefits brokerage firms, AssuredPartners is now one of the largest brokers in the nation after acquiring over 325 agencies. AssuredPartners has approximately 7,000 team members and offices in 40 states and two countries reaching 1.5 billion dollars in revenue. As our company continues to grow at a rapid pace, so do the opportunities for our current and future employees.



Works with the Director of Financial Operations and Integration Team during new acquisition integrations. Assists the acquired agencies leadership and team during the transition period post acquisition.


Essential Duties and Responsibilities:

  • Applicant must possess thorough knowledge and understanding of Income Statements and Balance Sheets along with general ledger and subledger comprehension.
  • Participate during the due diligence process by obtaining pertinent integration information crucial in pre-planning a smooth transition period, as well as being available during the process to answer questions that may arise relating to post-close operations.
  • Assist Regional CFO in completion of the current year budget based primarily on pro-forma.
  • Completion of Working Capital/Opening Balance Sheet Workbooks for submission to Corporate Accounting.
  • On-site assistance, implementation, and verification of the Acquired Agencies set-up of the Opening Balance Sheet, including review of Agency Management System settings.
  • On-site AssuredPartners company overview, which includes, but not limited to a summarized review of best practices, Licensing, AssuredPartners Departmentalization procedures and expense/payroll allocation process.
  • Accounting training for acquired agencies initial month-end close and financial reporting.  
  • Completion of the Hand-Off Workbook noting completion of integration processes, open items, follow-up items and dates, recommendations for on-going Accounting & Operations training.
  • Ability to think on the fly and know best business practices or able to keep a meeting moving and research unanswered questions later.
  • Assist in other projects assigned by the Director of Financial Operations as needed, to include Internal Audits, Financial Analysis and Opportunity Summary Comparisons and Budget preparation and training. 
  • Other duties may be assigned.


Minimum Qualifications, Education and/or Experience:                                          

  • Bachelor's degree (B. A.) from four-year College or university; Minimum of 2-4 years Accounting experience; Insurance Industry Accounting experience preferred but not required.
  • Insurance Industry Accounting experience preferred but not required.
  • To perform this job successfully, an individual should have some knowledge of Agency Management System software; Spreadsheet software (proficiency in Microsoft Excel) and Word Processing software.
  • Travel will be required to branch locations for initial Integration and training.  Travel could be up to 50% with this position.

Certificates, Licenses, Registrations:

Valid driver's license.


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