Staff Accountant IV

Staff Accountant IV

Carlsbad, California, United States

Integrated Specialty Coverages, LLC (ISC) is a growth stage technology and data-driven commercial MGA and insurance wholesaler leading innovation in the market.

Backed by one of the leading private equity firms, Onex Partners, and led by a forward-thinking management team, ISC is combining the worlds of insurance and technology to create an Insurtech powerhouse. As a leading online distributor of insurance products for a range of industries and "Main Street USA", we are looking for the right people to help us in our mission of achieving exponential growth. We strive to be the number one place to go for brokers and agents to source insurance. To accomplish this, we're building a digitally focused team that deeply understands the intersection between user experience, data, and AI/ML to optimize the way we engage with our customers and partners.

Job Summary

We are seeking a technically strong, operationally driven Staff Accountant IV to oversee the financial mechanics and day-to-day servicing workflows within a fast-paced MGA/Wholesale insurance environment. This role combines technical accounting expertise with hands-on operational ownership, requiring advanced Excel skills and direct management of accounts payable and premium flow processes. The ideal candidate will drive accuracy, efficiency, and consistency across financial operations while helping establish and enforce structured workflows, procedures, and servicing standards throughout the organization.

Looking for Accounting Supervisor that has a strong understanding of how MGA business works, we need someone who is naturally inquisitive and motivated to make our processes more efficient. This is not a traditional accountant sitting in a back-office function. This role requires someone that understands how money moves through an insurance ecosystem.

This role is an individual contributor role that will be supporting our Accounting Lead and not managing a team.

Responsibilities:

• Perform full cycle accounts payable and accounts receivable in a timely manner ensuring accuracy by review of work.
• Perform general ledger accounting functions, including journal entry process review and account reconciliation.
• Prepare monthly financial statements and supporting schedules
• Review financial statements for accuracy and compliance
• Assist with the preparation and filing of tax returns
• Prepare documentation to be used internally or by auditors in preparation of comprehensive financial statements.
• Complete special projects and financial analyses as assigned

Technical Financial Ownership:

• Execute and manage accounts payable + premium accounting workflows
• Understand and track payment flows: Agency bill and Direct bill (e.g., workers comp)
• Ensure accuracy across high-volume transactions
• Reconcile financial data across systems

Servicing & Operational Support:

• Handle day-to-day financial servicing questions, such as: Payment status, Transaction tracking, Issue resolution, and Cancellations
• Act as a bridge between accounting, operations, and business teams
• Take ownership of high-volume inbound workflows

Process Improvement & Automation Mindset:

• Identify inefficiencies in manual workflows
• Support automation improvements and continuously look for ways to: Reduce manual work, improve accuracy, and increase speed
• Complete special projects and financial analyses as assigned.

Minimum Qualifications:

• Bachelor's degree in accounting or finance, preferred
• 5-7 years of accounting experience
• 2 years of supervisory experience in accounting or finance
• Demonstrated oral and written communication skills
• Ability to communicate effectively with team members, lead projects and provide solid customer service to clients
• Ability to multi-task, work under pressure, meet deadlines and work independently
• Highly organized with a strong attention to detail
• Daily use of Excel for financial tracking and analysis, VLOOKUPs / XLOOKUPs, Data reconciliation and managing large datasets. Ability to manipulate and validate financial data quickly and accurately
• Preferred backgrounds: Insurance (MGA, wholesale, broker) or high-volume transactional insurance environments

This role requires onsite attendance at our Carlsbad, CA office. We can discuss potential hybrid work.

The starting hourly pay scale for this position is listed below. Actual starting pay will be based on factors such as skills, qualifications, training, and experience. In addition, the company offers comprehensive benefits including medical, dental and vision insurance, 401(k) plan with match, paid time off, and other benefits. ISC's salary ranges are determined by role and level. The range displayed on each job posting reflects the minimum and maximum target for new hire salaries for the position across all US locations and could be higher or lower based on a multitude of factors, including job-related skills, experience, and relevant education or training.

National Pay Range

$75,000 - $85,000 USD

Benefits of Working at ISC

• Employee Ownership Program - every eligible employee shares in the financial rewards that grow when the company grows
• Professional development opportunities
• Owner Referral Program
• Work from home reimbursement for remote/hybrid roles
• Canary emergency financial assistance program
• Comprehensive medical, dental, vision
• Life/AD&D Insurance
• Confidential, Employee Assistance Program
• Health Savings Account, includes company contribution
• Short-term disability
• Voluntary benefits - supplemental accident, critical illness, hospital insurance
• Employee discounts
• 401(k) Plan with company match contribution
• Addition Wealth Financial Wellness Program
• Various Time Off Programs
• 11 company paid holidays

Applicants may contact the ISC HR department via e-mail or phone to request and arrange for an accommodation that will allow the applicant to successfully complete the application process. Applicants needing assistance may request accommodation at any time. Please contact ISC at View email address on click.appcast.io or View phone number on click.appcast.io.

ISC believes in creating long-term relationships by being responsive and relevant and by consistently delivering value to our community of customers. Specifically, we focus on attracting, developing, and retaining the best talent for our business, challenging our people, demonstrating a "can-do" attitude, and fostering a collaborative and mutually supportive environment.

Diversity creates a healthier atmosphere: All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, gender, gender identity, sexual orientation, marital status, medical condition, genetic information, mental or physical disability, military or veteran status, or any other characteristic protected by local, state, or Federal law.

**Must be legally authorized to work in the United States.**

**ISC participates in the Federal E-Verify program**