Homefield IT is hiring a
Accounting Integrations Analyst, Remote - Worldwide

Summary

The Accounting Integrations Analyst will lead AR import processes for agency partner conversions to Applied EPIC and Vertafore AMS360, participate in meetings with agency partners or Acrisure accounting, develop transition plans for converted agency partners, and assist with post-conversion issues. The candidate must have a High School Diploma or equivalent and at least five years of Insurance agency accounting or AMS systems experience.

Requirements

• High School Diploma or equivalent required
• Five years minimum Insurance agency accounting or AMS systems experience, required

Responsibilities

• Lead the AR import process for agency partner conversion to Applied EPIC and Vertafore AMS360 (testing samples and go live)
• Lead accounting analysis meetings with agency partners or Acrisure accounting prior to conversion to identify gaps in workflows and processes
• Participate in regularly scheduled status calls or meetings with the conversion team and agency partner to ensure all deliverables are met
• Ensure AMS structure design is compatible with the agency partner’s financial reporting requirements
• Conduct on site or virtual visits with agency partners prior to AMS conversion and provide on-site or virtual support during ‘go live’ week
• Participate in AMS accounting training with accounting staff prior to AMS conversion
• Develop transition plans, guidelines, procedures and establish protocols for agency partners transitioning to Acrisure accounting in conjunction with AMS conversion
• Mentor the agency partner accounting team through post-conversion issues and questions to ensure they can work independently. Act as a go-to person for accounting issues for agency partners post AMS conversion
• Assist with the first three-month end for the converted agency partner
• Participate in a team setting to help convert large groups of agency partners to Applied EPIC for platform integrations
• Participate in regularly scheduled platform calls or team meetings