Mid Level Insurance Broker Jobs
Mid level insurance broker jobs go to professionals ready to own client portfolios, manage complex coverage negotiations, and guide junior brokers with minimal oversight. Roles are 45% remote or hybrid, concentrated across Insurance, Technology & Software, and Healthcare & Medical Services, with Pacific Life, Molina Healthcare, and USI Insurance Services hiring at this level now.
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Responsibilities
We are seeking a highly motivated and analytical staff accountant within the Finance department of U.S. broker-dealer. This role is vital for enhancing our broker-dealer accounting processes including monthly and quarterly closing, account reconciliation and certification, preparation of financial reports and annual audited financial statements and related supporting schedules, including providing support for internal and external audits. The position also requires all aspects of accounting support to management reporting, tax schedules and FOCUS reports as well as ancillary regulatory reporting that are required for an introducing broker.
The ideal candidate would possess strong analytical skills and is able to collaborate with all levels of cross-functional Bernstein stakeholders, including C-suite senior management. As a Broker Dealer Accountant, you will:
- Prepare accounting journal entries related to our broker dealers to close the ledgers each month.
- Assist with preparing monthly and quarterly analytical reviews and reconciliations of general ledger accounts.
- Assist with preparation of financial statements and provide information for the Company’s SEC FOCUS reports
- Assist with preparation of the company’s annual audited financial statements for our external auditors including Footnotes.
- Liaise with Accounts Payable and HR Accounting for various expense topics and work on resolution of issues.
- Liaise with various internal (i.e., trading, sales, legal and operations) and external colleagues as needed.
- Maintain reporting procedures to comply with internal control requirements as well as permanent supervision controls
- Assist in the monitoring of the firm’s cash balances and support treasury operations (FX trade, funding, etc.)
- Assist in ad hoc projects as required by the CFO
- Maintain a strong focus on communication and relationship-building across departments.
The role is eligible for an annual discretionary bonus and includes a competitive benefits package including 401(k) plan with company match, Medical/Dental/Vision, and other benefits for fertility, wellness, student loans and commuters.
Profile required
Basic
- Bachelor's degree in accounting (or related field)
- 3+ years of broker-dealer accounting experience
- Exceptional skills in Excel and PowerPoint
- Hands on experience in broker-dealer book closing and compiling financial statements
- Knowledge of broker-dealer accounting and regulations applied to introducing brokers
- Proficiency in data analysis and interpretation
- Well-organized with the ability to prioritize workloads depending on delivery timelines
- Attention to detail and problem-solving skills
- Outstanding communication skills
- Proven ability to work in a global organization and oversee work produced in offshore / nearshore locations
- Positive, proactive attitude with a strong willingness to learn and grow.
Preferred
- CPA (or CPA track)
- Series 27 licensed (or willing to obtain one)
- Proficiency in data analytics tools (Power BI, Alteryx)
- Comfort with ambiguity and a strong passion for problem-solving.
- Interest in AI technologies and a desire to explore their applications in enhancing workflow efficiencies.
Business insight
Bernstein is widely recognized as a premier global equity research and brokerage firm, with a trading platform that spans the US, Europe, and Asia. Our research and trading capabilities are sought out by leading investment managers around the world, and we have a long history of our research receiving #1 rankings for overall quality and industry knowledge.
Research is our legacy and foundation. Our brand is defined by our Blackbooks, renowned for their in-depth quantitative forecasts and unmatched industry expertise. Our Research Analysts are thought leaders who typically have many years of direct experience in the industries they cover. Our reputation is for the very highest caliber of disciplined investment and industry analysis.
In 2019 Bernstein acquired Autonomous Research, a highly regarded global financial services independent research firm. This acquisition further strengthened us as the preeminent provider of the highest-quality research to our clients worldwide.
On April 1, 2024, AllianceBernstein and Societe Generale announced the official launch of Bernstein, a new joint venture expanding our global cash equities and equity research business. Clients now have unparalleled equity liquidity access and a full range of integrated services, leveraging Bernstein’s cash equities and research capabilities and Societe Generale’s equity derivatives, prime services and equity capital markets offering.
Diversity and Inclusion
Responsibilities
We are seeking a highly motivated and analytical staff accountant within the Finance department of U.S. broker-dealer. This role is vital for enhancing our broker-dealer accounting processes including monthly and quarterly closing, account reconciliation and certification, preparation of financial reports and annual audited financial statements and related supporting schedules, including providing support for internal and external audits. The position also requires all aspects of accounting support to management reporting, tax schedules and FOCUS reports as well as ancillary regulatory reporting that are required for an introducing broker.
The ideal candidate would possess strong analytical skills and is able to collaborate with all levels of cross-functional Bernstein stakeholders, including C-suite senior management. As a Broker Dealer Accountant, you will:
- Prepare accounting journal entries related to our broker dealers to close the ledgers each month.
- Assist with preparing monthly and quarterly analytical reviews and reconciliations of general ledger accounts.
- Assist with preparation of financial statements and provide information for the Company’s SEC FOCUS reports
- Assist with preparation of the company’s annual audited financial statements for our external auditors including Footnotes.
- Liaise with Accounts Payable and HR Accounting for various expense topics and work on resolution of issues.
- Liaise with various internal (i.e., trading, sales, legal and operations) and external colleagues as needed.
- Maintain reporting procedures to comply with internal control requirements as well as permanent supervision controls
- Assist in the monitoring of the firm’s cash balances and support treasury operations (FX trade, funding, etc.)
- Assist in ad hoc projects as required by the CFO
- Maintain a strong focus on communication and relationship-building across departments.
The role is eligible for an annual discretionary bonus and includes a competitive benefits package including 401(k) plan with company match, Medical/Dental/Vision, and other benefits for fertility, wellness, student loans and commuters.
Profile required
Basic
- Bachelor's degree in accounting (or related field)
- 3+ years of broker-dealer accounting experience
- Exceptional skills in Excel and PowerPoint
- Hands on experience in broker-dealer book closing and compiling financial statements
- Knowledge of broker-dealer accounting and regulations applied to introducing brokers
- Proficiency in data analysis and interpretation
- Well-organized with the ability to prioritize workloads depending on delivery timelines
- Attention to detail and problem-solving skills
- Outstanding communication skills
- Proven ability to work in a global organization and oversee work produced in offshore / nearshore locations
- Positive, proactive attitude with a strong willingness to learn and grow.
Preferred
- CPA (or CPA track)
- Series 27 licensed (or willing to obtain one)
- Proficiency in data analytics tools (Power BI, Alteryx)
- Comfort with ambiguity and a strong passion for problem-solving.
- Interest in AI technologies and a desire to explore their applications in enhancing workflow efficiencies.
Business insight
Bernstein is widely recognized as a premier global equity research and brokerage firm, with a trading platform that spans the US, Europe, and Asia. Our research and trading capabilities are sought out by leading investment managers around the world, and we have a long history of our research receiving #1 rankings for overall quality and industry knowledge.
Research is our legacy and foundation. Our brand is defined by our Blackbooks, renowned for their in-depth quantitative forecasts and unmatched industry expertise. Our Research Analysts are thought leaders who typically have many years of direct experience in the industries they cover. Our reputation is for the very highest caliber of disciplined investment and industry analysis.
In 2019 Bernstein acquired Autonomous Research, a highly regarded global financial services independent research firm. This acquisition further strengthened us as the preeminent provider of the highest-quality research to our clients worldwide.
On April 1, 2024, AllianceBernstein and Societe Generale announced the official launch of Bernstein, a new joint venture expanding our global cash equities and equity research business. Clients now have unparalleled equity liquidity access and a full range of integrated services, leveraging Bernstein’s cash equities and research capabilities and Societe Generale’s equity derivatives, prime services and equity capital markets offering.
Diversity and Inclusion
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Find JobsMid Level Insurance Broker Job Market
Who's Hiring
- Pacific Life9
- Molina Healthcare4
- USI Insurance Services3
- Rippling2
- SCAN Health Plan2
Top Industries Hiring
- Insurance21
- Technology & Software6
- Healthcare & Medical Services4
- Banking & Financial Services2
- Education1
Mid Level Insurance Broker Jobs: Frequently Asked Questions
How do I get a mid level insurance broker job?
Position yourself by leading with client outcomes you have owned directly, such as renewals you managed solo, accounts you grew, or coverage gaps you identified and resolved. Highlight your product knowledge across multiple lines, your ability to work independently, and any specialized credentials like the CIC or CPCU designation. Applications that show measurable client retention or book growth stand out at this level.
Which companies hire mid level insurance brokers?
Companies hiring mid level insurance brokers right now include Pacific Life, Molina Healthcare, and USI Insurance Services, based on current listings on Migrate Mate as of July 2026. Hiring at this level comes from a mix of regional independent agencies, national brokerage firms, and large corporate risk management departments that need experienced producers who can run accounts without heavy supervision.
Are there remote mid level insurance broker jobs?
Yes, though availability varies by specialty and employer. About 45% of mid level insurance broker openings are remote or hybrid as of July 2026, with the strongest remote options in commercial lines, benefits consulting, and wholesale brokerage where client relationships are managed primarily by phone and email rather than in-person meetings.
How do I move up to a mid level insurance broker role?
The path from entry level to mid level is built by taking on progressively more complex accounts, demonstrating you can manage renewals and client communications independently, and deepening your knowledge in a specific line such as commercial property, professional liability, or employee benefits. Earning a recognized professional designation and showing measurable impact on retention or revenue accelerates the transition.
Which industries hire the most mid level insurance brokers?
Mid Level insurance broker roles concentrate in Insurance, Technology & Software, and Healthcare & Medical Services, based on current listings on Migrate Mate as of July 2026. These sectors generate consistent demand because their risk profiles are complex enough to require experienced brokers who can structure and negotiate coverage without relying on junior-level guidance.