TN Visa Insurance Account Manager Jobs
Insurance Account Manager roles qualify for TN visa sponsorship under the USMCA's accountant and management consultant categories, depending on how the position is structured. Canadian citizens can apply at the border or port of entry with no cap concerns. Mexican citizens require a consular visa appointment. A bachelor's degree in business, finance, or a related field is typically required.
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Overview:
SageSure is seeking a Staff Accountant. This role offers valuable growth opportunity within a dynamic company, offering exposure to insurance, its parent organization, and an affiliated managing general agency. As operations expand, the Staff Accountant will play a crucial role in providing accurate and timely financial reporting, demonstrating a strong grasp of accounting principles. Collaborating closely with the Accounting Manager and Senior Accountant, the Accountant will contribute to the overall financial health of the company.
The ideal candidate will have a thorough understanding of accounting and accounts payable transactions and some knowledge of financial reporting, attention to detail, and the ability to deliver work products with a high level of accuracy while consistently meeting related deadlines.
What you’d be doing:
- Financial Reporting & General Ledger: Prepare, record, and support monthly, quarterly, and annual journal entries and maintain an accurate general ledger.
- Reconciliation & Analysis: Complete monthly bank and other reconciliations, perform account and variance analysis, and bank fee analysis.
- Management Support & Strategy: Prepare supplemental financial exhibits, analyze financial reports for trends, and provide recommendations to management for strategic decision-making.
- Audit & Compliance: Assist in preparing schedules for external and internal audits and document/maintain accounting policies and process workflows.
- System & Reporting: Develop and maintain financial exhibits and management reporting dashboards, and utilize corporate general ledger software and reporting tools.
We’re looking for someone who has:
- A Bachelor's Degree in Accounting, Finance or business-related field
- Minimum 1-3 years of experience in financial analysis or relevant business experience
- NetSuite or general ledger system experience
- Thorough understanding of GAAP and statutory accounting principles, policies, and controls
- Knowledge of Microsoft Office suite with an emphasis in Excel and PowerPoint skills required
- Ability to work under strict deadlines, both independently and in a team environment
- Attention to detail and the ability to complete tasks with a high degree of accuracy
- Strong verbal and written skills, and the ability to convey complex information
- Available to work across time zones with flexibility to follow-up on items outside of business hours, including weekends
About SageSure:
Named among the Best Places to Work in Insurance by Business Insurance for four years in a row (2020-2023), SageSure is one of the largest managing general underwriters (MGU) focused on catastrophe-exposed property in the US. Since its founding in 2009, SageSure has experienced exceptional growth while generating underwriting profits for carrier partners through hurricanes, wildfires, and hail. Available in 16 states, SageSure offers more than 110 home, flood, and commercial products on behalf of its highly rated carrier partners. Today, SageSure manages more than $3.2 billion of inforce premium and helps protect more than 970,000 policyholders.
We have more than 1,000 employees in a distributed workforce environment across 12 offices—Fairfield, CA; Mountain View, CA; Cheshire, CT; Jacksonville, FL; Tallahassee, FL; Tampa, FL; Chicago, IL; Jersey City, NJ; Marlton, NJ; Cincinnati, OH; Houston, TX; Sheboygan, WI—who are tackling the industry’s toughest challenges.
SageSure is a proud Equal Opportunity Employer committed to building a workforce that reflects the spectrum of perspectives, experiences, and abilities of the world we live in. We recognize that our differences make us strong, and we actively seek out diverse candidates through partnerships with organizations, institutions and communities that represent various backgrounds. We champion belonging and inclusion for all identities, including, but not limited to, race, ethnicity, religion, sexual orientation, age, veteran status, ability status, gender, and country of origin, striving to create a culture where all individuals feel valued, respected, and empowered to bring their authentic selves to work.
Our nimble, highly responsive culture nurtures critical thinkers who run toward problems and engineer solutions. We relentlessly pursue better outcomes by investing in the technology, talent, and tools that position us to succeed in demanding markets. Come join our team!
California Applicants: View SageSure’s Workforce Members’ Privacy Notice - CA Privacy Policy & Notice of Collection.
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Get Access To All JobsTips for Finding TN Visa Sponsorship as an Insurance Account Manager
Align your credentials to the right TN category
Insurance Account Manager roles can qualify under either the accountant or management consultant category depending on job duties. Match your degree field and job description to the category your employer's offer letter will support before you apply.
Target carriers over independent brokerages
Large insurance carriers like national property, casualty, and life companies have dedicated HR and legal teams familiar with TN visa sponsorship. Independent brokerages often lack that infrastructure, making the filing process slower and less predictable for you.
Request a detailed offer letter upfront
Your TN application lives or dies on the offer letter. Ask your employer to describe your duties in terms that map directly to specialty occupation language: client relationship management, risk analysis, and policy consultation rather than general sales or service language.
Search verified TN-sponsoring employers on Migrate Mate
Use Migrate Mate to filter Insurance Account Manager jobs by employers with active TN visa sponsorship history. This cuts the time you spend cold-applying to companies that haven't sponsored before and can't commit to the process.
Understand the Mexican consular appointment timeline
Mexican citizens need a consular visa appointment, which adds weeks to the process compared to Canadian border entry. Factor this into your offer negotiation: request a start date that gives you at least four to six weeks after the offer letter is finalized.
Prepare a credential evaluation if your degree is from Mexico
U.S. consular officers and border agents assess foreign credentials on the spot. Get a credential evaluation from a recognized evaluator before your appointment so your Mexican university degree is already mapped to its U.S. equivalent in writing.
Insurance Account Manager TN Visa: Frequently Asked Questions
Does an Insurance Account Manager role qualify for a TN visa?
It can, but the qualification depends on how the role is defined. TN visa categories under USMCA don't list insurance account manager explicitly. Most successful petitions classify the role under accountant or management consultant, requiring a bachelor's degree in a relevant field and duties that go beyond general sales into analysis, risk assessment, or client strategy.
How does the TN visa compare to H-1B for this role?
The TN visa has no annual lottery and no cap for Canadian citizens, so you can apply any time a qualifying job offer is in hand. H-1B visa requires winning a random lottery and waiting up to a year before starting work. For Canadian professionals with an Insurance Account Manager offer, TN is almost always the faster and more reliable path. Mexican citizens face a separate TN cap but still avoid the H-1B lottery.
What documents does my employer need to provide for a TN application?
Your employer must provide a signed offer letter on company letterhead that describes your job title, duties, intended start date, and confirms the position requires a bachelor's degree. The letter should connect your role to a recognized TN category. You supply your degree credential, transcripts, and passport. Canadian citizens present these at a port of entry; Mexican citizens submit them at a consular appointment.
How can I find Insurance Account Manager jobs that sponsor TN visas?
Migrate Mate lets you search Insurance Account Manager roles filtered by employers with TN visa sponsorship history, so you're not guessing which companies have gone through the process before. Targeting employers with demonstrated sponsorship experience reduces back-and-forth and speeds up your start date significantly.
Can I switch employers while on a TN visa in this role?
Yes, but your TN status is tied to your current employer and job offer. If you accept a new Insurance Account Manager position, your new employer must support a fresh TN application before you begin work. Canadian citizens can file at the border with the new offer letter. Mexican citizens need a new consular appointment. There is no employer portability under TN the way there is under H-1B.