Accounting Specialist
- PEAK6 Insurtech Services LLC
- Sunrise, FL
- 5mo ago
- Full-Time
- On-site
WHO WE ARE
We are PEAK6, a leading investment firm, using technology to find a better way of doing things. The company’s first tech-based solution was developed in 1997 to optimize options trading, and over the past two decades, the same formula has been used across a range of industries, asset classes, and business stages to consistently deliver superior results. Today, PEAK6 seeks transformational opportunities to provide capital and strategic support to entrepreneurs and forward-thinking businesses. PEAK6’s core brands include PEAK6 Capital Management, PEAK6 Strategic Capital, Apex Fintech Solutions, FOCUS, We Insure, Evil Geniuses, Poker Power, Zogo, and Bruce Markets.
ABOUT THIS ROLE
Position Overview
The Accounting Specialist supports the financial health and operational
efficiency of the insurance company by managing accounting tasks, reconciling
financial data and ensuring compliance with regulatory standards. This role is responsible for accurately posting all incoming payments from policyholders to the correct accounts, ensuring that premium payments, deductibles, and other financial transactions are properly recorded. This role should have the ability to handle a high volume of transactions accurately and efficiently; and manage multiple tasks and deadlines in a fast-paced environment.
This role also involves some financial analysis and reporting duties. Will be
interacting with both internal teams (e.g., underwriting, customer service, claims) and external parties (e.g., insurance providers, clients, agents).
Through these efforts, the Accounting Specialist will contribute to the organization’s ability to achieve financial transparency and maintain robust financial standing. This role is key to agency accounting to ensure sustainable and efficient operations. FOCUS is a subsidiary of PEAK6.
Location
This is a hybrid position (2–3 days per week in office) based in Sunrise, FL.
What You’ll Do
Financial Processing (60%)
• Post all incoming payments for policyholders to the correct accounts, ensuring that premium payments, deductibles, and other financial transactions are
properly recorded.
• Process adjustments, agent commissions, claims/premium refunds,
and policy cancellations as needed.
• Prepare and maintain accurate financial reports that comply with insurance
industry standards.
Reconciliation & Compliance (20%)
• Perform account reconciliations to ensure accurate financial records.
• Review and reconcile payments received via checks, credit cards, or other methods, and resolve payment-related issues, such as incorrect billing or
payment discrepancies.
• Ensure adherence to all regulatory requirements and reporting standards.
Accounting Operations Support (10%)
• Support month-end and year-end close processes, including responding to
audit requests.
• Reconcile cash batches and payments with bank records to ensure accurate posting.
• Generate payment reports and assist in tracking overall cash flow for the
company.
Collaboration & Special Projects (10%)
• Collaborate internally (billing, underwriting, and claims) to support business objectives.
• Effectively communicate externally with clients, insurance providers, agents regarding payment issues, overdue premiums, agent commissions, and account status.
• Participate in cross-functional projects to enhance accounting processes and efficiency
What You Bring
• Bachelor’s degree in accounting, Finance, Business, or a related field.
• 1–3 years of progressive accounting or data entry experience, ideally within a multi-entity organization.
• Prior insurance industry experience is strongly preferred; property & casualty experience a plus.
• Proficient with accounting software and ERP systems (e.g., NetSuite, SAP, or similar).
Knowledge, Skills, and Abilities
• Solid understanding of GAAP and insurance industry regulations.
• Advanced proficiency with Microsoft Excel for data analysis.
• Excellent analytical thinking and problem-solving abilities.
• Exceptional organizational skills, with the ability to balance multiple priorities in a dynamic setting.
• Strong interpersonal and communication skills for cross-team collaboration.
• A tech-forward, efficiency-driven mindset—automation and process improvement are key.
OUR REWARDS
We offer a robust package of employee perks and benefits, including healthcare benefits (medical, dental and vision, EAP), competitive PTO, 401k match, parental leave, and HSA contribution match. We also provide our employees with a paid subscription to the Calm app and offer generous external learning and tuition reimbursement benefits. As a hybrid workforce, we offer our employees the ability to work remotely up to two days a week.
PEAK6 is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex (including pregnancy, sexual orientation, and gender identity), national origin, age, disability, veteran status, marital status, or any other protected characteristic. Our hiring practices ensure that all qualified applicants receive fair consideration without regard to these characteristics.
PEAK6 is committed to creating an inclusive and accessible workplace for all candidates, including those with disabilities. We are dedicated to ensuring equal employment opportunities and providing reasonable accommodations to qualified individuals with disabilities. If you require reasonable accommodations to participate in the application or interview process, please contact our HR department at hrpeak6@peak6.com. We will work with you to provide the necessary accommodations to ensure your full participation in our hiring process.
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