---
title: "Accounting Operations Expert (Insurance)"
company: "Gratia"
company_url: "https://www.remjobs.works/companies/gratia"
url: "https://www.remjobs.works/job/gratia-accounting-operations-expert-insurance-452ee39c-a937-4547-bfff-005378145379"
apply_url: "https://jobs.ashbyhq.com/gratia/3fc74739-cac1-4dc7-ad41-129a6bc0f691"
workplace: remote
location: "Illinois"
remote_scope: "Illinois"
employment_type: contract
seniority: mid
role: operations
region: united-states
skills: ["excel"]
salary: "$30–$60 per hour"
date_posted: 2026-09-11T14:31:33.495Z
first_seen_by_remjobs: 2026-09-19T22:12:37.424Z
---

# Accounting Operations Expert (Insurance)

**Gratia** · Illinois

Salary: $30–$60 per hour

Apply: https://jobs.ashbyhq.com/gratia/3fc74739-cac1-4dc7-ad41-129a6bc0f691

## About Gratia

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## About the role

### About the role

We are looking for a senior accountant and process optimization expert for a project-based engagement with one of the world's largest international Managing General Agents (MGAs). Working directly with the finance leadership team, you will step into a distributed U.S. accounting group to untangle complex reconciliations, modernize the month-end close, and introduce AI and automation to legacy workflows.

#### What the role is not

- Not pure staff augmentation. The team already has clerical and day-to-day execution resources. This role is about challenging how the work is done, not just turning the crank.

- Not basic bookkeeping. The cleanup work involves complex MGA accounting, historical catch-ups, and untangling legacy processes.

- Not order-taking. We do not need someone who waits for step-by-step instructions. You must be proactive in uncovering inefficiencies, questioning existing processes, and proposing solutions.

#### Key priorities

- Take ownership of the claims accounting area, executing complex catch-up work, resolving historical discrepancies, and establishing clean go-forward processes for premium trust and claims funding.

- Shadow the team through month-end close and day-to-day operations to map existing workflows, identify bottlenecks, and recommend efficiency improvements in how data flows between the MGA and carrier partners.

- Leverage advanced Excel, automation tools, and AI capabilities (such as Copilot Pro) to eliminate manual data entry and streamline cross-system reporting (e.g., high-volume bank reconciliations and bordereaux reporting).

- Act as a thought partner to finance leadership, providing technical accounting context while driving a culture of continuous improvement across teams in San Diego, Dallas, New York, and North Carolina.

#### What we're looking for

- Deep experience in the insurance sector is required, with specific knowledge of MGA/delegated authority models, premium trust accounting, and carrier reporting being a massive advantage.

- Strong grasp of complex accounting frameworks (CPA/CA preferred) with the ability to untangle legacy reconciliation issues.

- Proven track record of optimizing finance and accounting workflows. Formal training (Lean Six Sigma) is a plus but not required.

- Highly proficient in Excel with a demonstrated ability to apply automation or AI tools to finance workflows.

#### Engagement details

- Start timing: Expected to kick off within the next month, ramping up as the team approaches year-end.

- Duration: Flexible initial length. Will start as project-based support with the potential to extend into a longer-term relationship based on performance.

- Location & hours: Remote. Must be onshore or fully capable of aligning with U.S. working hours, with a strong preference for West Coast hours.

- Capacity: full time (40h per week)

---

Source: Gratia's own career page, read by RemJobs. Canonical HTML version: https://www.remjobs.works/job/gratia-accounting-operations-expert-insurance-452ee39c-a937-4547-bfff-005378145379