Accounting Migration Specialist - Applied Epic

Accounting Migration Specialist – Applied Epic

Location: Remote
Employment Type: Full-Time
Department: Enterprise Transformation – Project LEAP

About Alera Group

Alera Group is one of the nation's leading independent insurance and financial services firms, combining national resources with local expertise across Employee Benefits, Property & Casualty Insurance, Retirement Plan Services, Wealth Services, and Human Capital Solutions.

Why Alera Group? Collaborate with purpose. Build your career. Make an impact.

The Opportunity

Do you understand insurance commission accounting, enjoy solving reconciliation challenges, and want to help shape how offices transition to Applied Epic?

Alera Group is seeking an Accounting Migration Specialist to support our enterprise transformation as Property & Casualty (P&C) and Employee Benefits (EB) offices transition their accounting processes to Applied Epic.

You'll partner with local offices to understand existing processes, validate converted financial data, resolve discrepancies, and help colleagues confidently navigate new accounting workflows.

What You'll Do

• Partner with offices to understand and document current accounting and commission processes.

• Map and validate commission, producer compensation, and other financial data during Applied Epic conversions.

• Reconcile commission receivables, producer payables, and cash balances to ensure conversion accuracy.

• Identify data discrepancies, coordinate cleanup, and resolve or escalate conversion issues.

• Deliver Applied Epic accounting training and develop practical job aids for office teams.

• Support offices through system cutover, initial month-end close, and post-conversion stabilization.

Does This Sound Like You?

• You have 3–5+ years of experience in P&C or Employee Benefits commission or agency accounting.

• You understand EB carrier commissions, producer pay, and revenue reconciliation OR P&C agency bill, direct bill, and carrier payables.

• You're experienced in reconciling financial data, identifying discrepancies, and maintaining accurate records.

• You're highly proficient in Microsoft Excel and comfortable working with complex accounting data.

• You're organized, detail-oriented, and able to communicate accounting processes clearly to others.

• Experience with Applied Epic or accounting system conversions is a plus.

Compensation & Benefits

Compensation: $75,000 to $90,000

Benefits

Eligible colleagues enjoy a comprehensive benefits package including:

• Medical, dental, and vision insurance
• Life and disability coverage
• 401(k)
• Generous paid time off
• Professional development and career growth opportunities

Work Arrangement

This position is Remote: This role is primarily remote.

Travel Requirements: Occasional travel may be required to support office implementations, training, and collaboration with project teams.

We're an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status, or any other protected class.

Alera Group is committed to protecting your privacy. Please review our Privacy Policy to understand what personal information we may collect and use as part of your application process.

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