Supervisor of Strategic Planning for the largest independent communication group in Southern Brazil. Focus on strategic insights, data analysis, and comprehensive market strategies.
About the role
- Financial Operations Manager overseeing commission reconciliation and payments at We Insure Group. Leading a team to ensure timely operations and financial accuracy in a hybrid setting.
Responsibilities
- Lead the end to end commission process, ensuring accurate and timely reporting and payments to agents, employees, and insurance carriers.
- Partner with team members to oversee daily accounting functions including commission statement reconciliation, agency bill billing, cash and refund processing, trust accounting, and bank reconciliations.
- Supervise the financial operations team, managing daily task completion, performance, and professional development.
- Engage professionally with franchises and insurance carriers, utilizing platforms such as Atlassian Jira to manage help tickets and resolve issues.
- Demonstrate strong communication skills and confidence in addressing concerns with partners.
- Identify opportunities to optimize commission processing workflows, reduce errors, and improve turnaround times.
- Maintain and utilize systems like Applied Epic (or equivalent platforms) to track, audit, and report commission data effectively.
- Lead the month end close process for commission related accounts, ensuring timely reconciliation, accurate journal entries, and reporting to finance leadership.
- Collaborate cross-functionally with IT, Carrier Relations, and Legal teams on commission disputes, system enhancements, and process improvements, serving as the financial operations voice in cross-departmental initiatives.
- Own key operational KPIs including reconciliation and payment processing cycle times and response times to agent inquiries, with accountability for reporting on these metrics and driving continuous improvement.
Requirements
- 5+ years of experience in insurance, accounting, or data analysis, including at least 2 years in a supervisory or management role
- Strong leadership, problem-solving, organizational, and communication skills
- Ability to maintain confidentiality and use sound judgment in sensitive situations
- Willingness to implement change with a mindset for continuous process improvement
- Bachelor's degree in Accounting, Finance, or a related field, or equivalent work experience
- Insurance accounting or commissions experience (strong plus)
- Experience with insurance and accounting software, including one or more of the following: Applied Epic, AMS360, Workday, NetSuite, Atlassian Jira, Zendesk
- Proficiency in Microsoft Excel for data analysis and reporting
Benefits
- Medical, Dental, Vision, Life, Pet; Flexible Spending Account
- Competitive Salaries
- 401K Match
- Work-Life Balance: Personal Days, PTO Days, 12 Paid Holidays, Two Paid Days for Volunteer Service, Paid Parental Leave
- Short and Long-Term Disability
- Employee Support Programs, Including Mental Health
- Tuition Reimbursement
- Matching Charitable Gift Program
- Lucrative Referral Program
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