From the listing
About the role
Counterpart is the first Agentic Insurance™ platform, combining trusted insurance expertise with cutting-edge AI to deliver tailored management and professional liability solutions. Backed by A rated carriers, Counterpart has been recognized by CB Insights as a 2025 “Top 50 Insurtech” and by Business Insurance as one of its 2025 “Best Places to Work.”
As Senior Accountant, you execute the day-to-day financial operations within Agentic Finance, including premium accounts receivable, accounts payable, bank reconciliations, and audit support. You build and use AI agents to make execution more efficient as the company scales, reporting directly to the Controller.
What you'll do
- Assist with premium accounts receivable, including invoicing, installment billing, daily cash application, and aging and collections follow-up.
- Prepare monthly reconciliations of policy-level premium detail from reporting platforms to the general ledger.
- Assist with day-to-day accounts payable, including invoice intake, coding, and payment runs within spend-management platforms.
- Prepare bank reconciliations for operating, premium trust, and loss fund accounts and support monthly balance sheet reconciliations.
- Prepare bordereau assembly and premium reconciliations across carrier and reinsurance relationships.
- Maintain the carrier payment calendar and prepare weekly and monthly premium remittance and sweep calculations.
- Execute claims payments from loss fund accounts and support loss fund reporting to carrier partners.
- Prepare supporting documentation for annual company audits, carrier audit financial requests, and R&D tax credits.
- Execute assigned monthly close tasks, including journal entries, accruals, and maintenance of audit-ready workpapers.
- Build and use agents to automate premium receivable cash application, bank reconciliations, and bordereau assembly.
What they're looking for
- 3-5 years of progressive accounting experience, ideally at a high-growth company.
- Bachelor's degree in Accounting, Finance, or a related field, or equivalent practical experience.
- Working knowledge of GAAP and comfort operating within a regulated, multi-entity insurance business.
- Experience owning core accounting processes such as cash application, accounts payable, and reconciliations.
- Hands-on experience with accounting systems or ERPs (QuickBooks, NetSuite, Sage Intacct, or similar) and AP platforms.
- Demonstrated use of AI tools or agents to streamline reconciliations and routine bookkeeping.
- Strong Excel / Google Sheets skills.
- High attention to detail and clear written and verbal communication skills.
Nice to have
- Insurance, insurtech, or fintech experience.
- Exposure to STAT (Statutory Accounting Principles).
- Experience reconciling data from reporting or BI tools like Looker to the general ledger.
From the company page
Counterpart benefits
The hot takeJeff's read on Counterpart
The careers page is merged with the "about us" page...which means there's near-zero information about what it's like to work at the company. Missed opportunity for sure. The good news is that their job listings are incredibly helpful with clearly stated perks and benefits, transparent salary ranges, and a super clear remote work policy: "Work from Anywhere: Counterpart is a fully distributed company, meaning there is no office. We allow employees to work from wherever they do their best work, and invite the team to meet in person a couple times per year."