Global Green Accounting Team Lead

Brightway Insurance•Jacksonville, FL

About The Position

About Brightway Established in 2008, Brightway is proud to be one of the fastest-growing insurance agency systems in the United States. With over 350 franchises spanning 35+ states and an impressive $1.3 billion in annual premiums, we rank among the nation�s largest privately owned property and casualty insurance distribution companies. We support our agency owners with comprehensive back-office services, marketing resources, and continuous learning and development. We are embarking on the next stage of our customer-centric growth, driven by innovation from our talented associates and the application of cutting-edge technologies. This growth has opened doors for creative thinkers who thrive in a diverse and collaborative culture. As a Brightway team member, you'll engage in exciting projects that are reshaping the industry, working alongside a dedicated team committed to delivering exceptional customer service and safeguarding our clients' most valuable assets.

Requirements

Deep knowledge of accounting concepts, practices, and procedures
Proficiency in QuickBooks
Experience with Epic (Applied Systems) or similar insurance agency management systems
Ability to review and improve processes across high volume data environments
Excellent attention to detail
Demonstrates excellent time management, the ability to manage competing priorities, and a customer service mindset that drives teams towards superior outcomes
Strong communicator with the ability to convey complex ideas clearly; exercise sound independent judgement and creative problem-solving ability
Gathers and analyzes data to weigh alternatives and present logical solutions
Bachelor�s degree or equivalent required with 4�6 years of experience in Accounting or Finance, including 2�3 years of management experience.
Proficiency in Microsoft Office (Word, Excel, Outlook, PowerPoint) and QuickBooks required.

Nice To Haves

Knowledge of Global Green and Brightway systems preferred
Insurance industry and Epic (Applied Systems) experience are a plus.

Responsibilities

Provides daily leadership to Accounting and Commissions staff.
Ensures effective, timely delivery of commission receivables from over 100 insurance carriers, commission payments to over 100 franchisees, pass-through charges, and other work products.
Oversees accurate entry, balancing, and finalization of QuickBooks financial statements and ensures the integrity of all general ledger activity.
Identifies system, process, and workflow enhancements.
Assigns and follows up on work across the department.
Inspires team to perform at the highest level with every request, every day.
Guide and oversee the Global Green Commissions and AP team
Oversees a team managing relationships with over 100 insurance carriers and over 100 franchisees
Writes job objectives, performance reviews, and salary recommendations
Conducts regular 1:1s to assess performance and identify development opportunities
Manages staff handling various requests and routine work
Serve as the point of contact for any escalations
Reports on activity and outcomes to manager
Supports management in delivering messages to employees
Lead team responsible for receiving, reconciling and paying commission statements; ensures payments are accurate and on time
Reconcile commission statements and ensures accurate transfer of commissions between Global Green and Brightway
Serve as a subject matter expert (SME) for direct bill commissions processes and related systems
Implement and oversee Epic (Applied Systems) commission deposit processes, ensuring accurate recording, timely posting, and proper reconciliation
Owns key components of the month-end close process, ensuring timely completion
Enter, balance, and finalize QuickBooks financial statements monthly, ensuring all accounts are reconciled and data is accurate prior to close
Ensures team reconciles the operating bank accounts
Collaborate with the Accounting department managers to ensure general ledger entries are accurate and processes remain current
Participates the Annual Accounting Audit
Maintains current and accurate procedure manuals for the department
Collaborate with the team and department leads to help improve processes and implement scalable automation as the company grows
Build relationships across departments to streamline workflows and ensure accounting and commissions processes are understood company-wide
Proactively identify improvements to deliver more accurate, actionable reporting, and a better work environment
Evaluates complex issues, performs analysis, and documents steps as training aids
Uses extensive background to solve complex, critical problems
Reviews junior analyst work for accuracy and provides constructive feedback
Fulfills requesters� needs and proactively surfaces related observations
Documents activities and follow ups in appropriate systems regularly and accurately
Performs other related duties as assigned