Insurance Agency Controller

Agency Controller

Location: Quincy, MA

Insurance Brokerage | Applied EPIC Experience Required

Summary

A fast-growing insurance brokerage is seeking an experienced Agency Controller to oversee financial operations and ensure the accuracy, compliance, and efficiency of all accounting functions. This role will lead reporting, budgeting, cash flow, and internal controls, and serve as a key partner to leadership in driving operational and financial strategy.

Key Responsibilities

• Lead accounting operations, financial reporting, and month-end close processes in compliance with US GAAP
• Oversee accounts receivable and payable, including commissions, vendor payments, and deposits
• Manage payroll, journal entries, reconciliations, and adjustments with parent company
• Develop and manage the annual budgeting process; monitor and analyze budget variances
• Maintain and improve internal controls to ensure financial integrity and risk mitigation
• Ensure financial compliance and support external audits in partnership with the parent company
• Oversee cash flow and treasury activities, including liquidity monitoring and working capital optimization
• Provide financial insights and analysis to support strategic decision-making
  
  

Requirements

• Bachelor's degree in Accounting, Finance, or related field
• 5-10 years of insurance industry accounting experience, preferably in P&C
• Proficiency with Applied EPIC required
• Experience in high-growth, fast-paced, metrics-driven environments
• Strong analytical, reconciliation, and problem-solving skills
• Clear verbal and written communication skills
• Proven accountability, adaptability, and leadership in process improvement
  
  

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