Financial Operations Manager

We Insure • Austin, TX

5d • Hybrid

About The Position

At We Insure Group, we are passionate, driven, and purposeful in our mission to personalize protection at the right value. We believe in delivering tailored insurance solutions that meet each client’s unique needs, ensuring they feel confident and supported in every decision. As both a franchise platform and direct insurance provider, We Insure empowers like-minded entrepreneurs with the opportunity to own and operate successful agencies. With over 200 locations across 35 states, we support our agency owners, customers, and carrier partners by enabling faster service, greater efficiency, better choices, and improved results. What sets us apart? We’re data-driven for better value and people led for better service. Our purpose is rooted in clarity, guidance, and long-term trust helping individuals and business owners make informed choices about their insurance coverage. We're building something meaningful and looking for purpose-driven individuals to help lead the way. Who We Are. At We Insure Group, we are passionate, driven, and purposeful in our mission to personalize protection at the right value. We believe in delivering tailored insurance solutions that meet each client’s unique needs, ensuring they feel confident and supported in every decision. As both a franchise platform and direct insurance provider, We Insure empowers like-minded entrepreneurs with the opportunity to own and operate successful agencies. With over 200 locations across 35 states, we support our agency owners, customers, and carrier partners by enabling faster service, greater efficiency, better choices, and improved results. What sets us apart? We’re data-driven for better value and people led for better service. Our purpose is rooted in clarity, guidance, and long-term trust helping individuals and business owners make informed choices about their insurance coverage. We're building something meaningful and looking for purpose-driven individuals to help lead the way. Your Impact. We Insure is seeking a detail-oriented and experienced Financial Operations Manager to directly support the accuracy and timeliness of commission reconciliation and payments across our franchise network. This role leads the insurance commissions team and is responsible for driving operational excellence across commission workflows , ensuring agents, employees, and carrier partners are paid accurately and on time. You'll serve as a key point of contact for agency owners, partnering closely with internal finance, technology, and carrier relations teams to streamline processes and resolve issues. The ideal candidate brings strong leadership skills, a deep understanding of insurance commission structures, and hands-on experience partnering with both in-house and remote teams. This position offers the opportunity to make a measurable impact on how we scale our financial operations.

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

Nice To Haves

• 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

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.

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

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 1-10 employees