MGA Insurance Reconciliation Specialist

Summary

Join ReSource Pro as a Reconciliation Specialist and play a key role in overseeing the monthly bordereaux reconciliation process for MGA clients. This remote position requires strong financial acumen, advanced Excel skills, and excellent communication. You will manage and reconcile monthly submissions, identify and resolve discrepancies, and act as a liaison between internal teams and clients. Investigate billing variances, track client interactions, and collaborate cross-functionally to improve efficiency. Contribute to team meetings and process improvements. This role offers a generous benefits package including 100% paid employee healthcare, 401k matching, and PTO.

Requirements

• High School Diploma or equivalent required
• 2+ years of experience in accounting or financial reconciliation roles
• 2–3 years of insurance industry experience required (MGA)
• Strong written and verbal communication skills
• Fluent in Microsoft Office products
• Advanced Excel proficiency (including functions, lookups, pivot tables, etc.)
• Process-focus and strong attention-to-detail
• Technological proficiency - ability to learn, utilize, and navigate a variety of client and internal systems

Responsibilities

• Manage and reconcile monthly bordereaux submissions, ensuring accuracy between client data, internal systems, and cashbooks
• Identify and resolve discrepancies between expected billing and actual payments, maintaining detailed audit logs
• Act as the main liaison for reconciliation issues between internal teams and MGA clients, ensuring clear and timely communication
• Investigate and resolve billing variances, escalating complex issues when necessary
• Track and document client interactions, KPIs, and outcomes using CRM tools and client platforms
• Collaborate cross-functionally to address client challenges and enhance workflow efficiency
• Support offshore teams with feedback and guidance to improve processing accuracy and integration
• Contribute to team meetings, retrospectives, and continuous process improvements to strengthen team performance and culture

Preferred Qualifications

• 1+ year of experience in Commercial Property & Casualty insurance preferred
• Experience working with MGAs and bordereaux processes strongly preferred

Benefits

• Generous PTO plan with paid holidays + floating holidays
• 100% paid Employee Healthcare on Day 1
• Eligible for all medical, dental, and vision benefits on Day 1
• 401k with employer match, vested on Day 1
• Opportunity to work for a growing, global organization
• Ability to engage with clients and internal partners to make an impact
• Organization-wide focus on growth and development