Financial Accounting & Reporting

Financial Accounting & Reporting

Service overview

The Financial Services provides full-service financial reporting and accounting services to the Property & Casualty insurance market. Our team is comprised of professionals with diverse backgrounds averaging 20+ years of experience in the insurance industry. We provide full turn-key services for carrier clients that have both ongoing and runoff programs as well as administrative and insurance operations for startup companies and estates in liquidation.

Services performed

  • Operational Accounting Services
  • General Ledger Accounting
  • AP Functions
  • Cash Management
  • Claim Finance Functions
  • Escheat Reporting
  • Statutory Reporting
  • Quarterly & Annual Statement (Yellow Book) Preparation and Filing
  • Expense Reporting
  • MD&A Preparations
  • Support for Independent Statutory Audit Work
  • GAAP Reporting
  • Preparation of GAAP Financial Statements
  • Investment Accounting
  • Preparation of Monthly Entries
  • Oversight of Custody Managers
  • Tracking and Maintenance for various State Deposits and Trusts

Additional materials

Learn more about our services and how they can help your business.

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Sample Engagements

Service professionals

Meet the team.

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Lynne Young joins A.G. Risk Management with a diverse skill set including project management, finance management, and operations management. Lynne independenly developed the claim system utilized by AGRM, and coordinates data transfers and workflows for loss portfolio transfers and third party processing. She also works directly with State Insurance Departments to administer books of business in liquidation. Lynne manages all IT Infrastructure and Management Informatiion Departments at AGRM.

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Mr. Brown has worked exclusively in the Insurance Industry since 1997, providing a wide variety of Actuarial services in both primary insurance and reinsurance. Peter holds the FCAS designation, from the Casualty Actuarial Society. In his current position, he has been involved in reserve valuations, including actuarial opinions, claims analytics, pricing commutations, and the pricing of potential acquisitions such as loss portfolio transfers. Peter has extensive knowledge in reserving Workers' Compensation, A&E, Personal Auto, Construction Defect, and General Liability. He has provided expert opinion on Reserve Adequacy through actuarial reports and opinions.

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Bryan Enos is a key member of the AGRM team, acting as the Managing Director for our Finance and Operations practice groups. He leads the overall onboarding of new books of business and all aspects of the financial reporting process. His professional history includes over two decades at an insurance carrier focusing on all facets of accounting, and acting in a senior role managing Premium & Loss Reporting, Reinsurance Premium Payable and Loss Recoverable processes. At AGRM, and previously at Armour Risk Management, Bryan manages operations for an insurance company in liquidation, including all claim, finance, actuarial, and compliance work.