Focused on Insurance.
Built for Your Business.
One of the biggest complaints we hear from insurers served by national firms is the inexperience and lack of continuity in the service team. You’ll find the opposite at JLK Rosenberger; even our most junior staff members are trained in insurance, fluent in insurance industry jargon, acronyms, and statutory accounting. This brings immediate efficiencies for insurers, even in first-year engagements.
When selecting professional advisors to help navigate the shifting waters of the insurance industry, you need to choose a specialist firm. We work with traditional insurers, pure member and captives/micro captives, insurance trusts, insurtech companies, public entity risk pools, and title insurance companies.
Nationally Recognized. Locally Invested.
JLK Rosenberger ranks among the largest insurance accounting practices in the country, recognized by two of the industry’s most respected benchmarking authorities. Aon ranks us 10th overall in its annual benchmarking report. AM Best ranks us 12th for life insurers and 18th for property and casualty firms nationwide. These rankings reflect decades of focused work in the insurance space, not a general accounting practice with an insurance desk. Our clients get the reach and credibility of a nationally ranked firm with the hands-on service of a team that knows their business by name.
We are active members of the associations
that shape the insurance industry
Need an insurance expert who understands your risk?
How JLK Rosenberger Can Help
Audit
- Agreed Upon Procedures (AUP)
- Statutory Basis Financial Statements
- GAAP Basis Financial Statements
- Service Organization Control (SOC) Reports
Tax
- Compliance and Consulting
- Statutory Basis Tax Provisions
- GAAP Basis Tax Provisions
Accounting
- NAIC Annual and Quarterly Statement Preparation
- Monthly Accounting Assistance
- Monthly Investment Accounting
- Reinsurance, including Assistance with Settlements
- Financial Statement Preparation
- Management or Board Financial Statements
- Auditor Financial Statements
Consulting
- Regulatory Compliance
- Underwriting Policies and Procedures Review
- Claims File and Procedures Review
- Subrogation and Salvage
- Market Conduct Examination
- Special Investigations
- Mergers and Acquisitions
- Strategic Business Plans
- Company Formation and Licensing
- Cybersecurity & IT Best Practices Review
- Managed Security Services
- Full Stack Managed Services
- Department of Insurance IT Assessments
Take the Next Step
Discover a better option in insurance accounting, consulting, audit, and tax services. For additional information on our firm, approach and insurance company services, click here to contact us. We look forward to hearing from you!
“The continuity from staff to staff and year to year in understanding Kubota’s business, even if there is a staffing change, is superb. The entire team including the partner is available for questions and is very timely with responses. It is one of the best auditing firms that I have dealt with in my career.”
Kubota Insurance Corporation
“They were incredibly responsive to our needs and inquiries, ensuring that any questions we had were addressed promptly and thoroughly. I was particularly impressed by their low auditor turnover, which provided consistency and a seamless experience.”
Aegis Extended Services, LLC
“They take a proactive approach in tackling high risk audit areas ensuring any issues are properly addressed well before they become actual issues, and are concerned with the overall long-term financial health of their clients.”
Our Latest Thinking on Insurance
Collateral Damage: The NAIC’s Sale-Leaseback Clarification
Feds Troubled with Insurance Industry Private Credit Concentration – Where’s the Beef?
2026 Statutory Insurance CPE Training: Registration Is Now Open
Contact our accounting professionals today.
Meet our insurance experts
Bill Rosenberger, CPA
Robert Gabon, CPA
Matt Woodard, CPA
Ani Zadorian, CPA
Michael Goni, CPA, CGMA, FLMI
Douglas Kalmbach, CPA, PFS, CFP
James Dougherty, CPA
