Global Green Accounting Team Lead

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.

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Scope

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.

Job Responsibilities

Team Leadership & Management

• 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

Commissions & Receivables

• 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

Accounting & Financial Reporting

• 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

Process Improvement & Systems

• 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

Analysis & Problem Solving

• 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

Skills, Licenses & Certifications

• Deep knowledge of accounting concepts, practices, and procedures

• Proficiency in QuickBooks

• Experience with Epic (Applied Systems) or similar insurance agency management systems

• Knowledge of Global Green and Brightway systems preferred

• 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

Education and Experience

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. Insurance industry and Epic (Applied Systems) experience are a plus.

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Equal Employment Opportunity:
Brightway Insurance is committed to creating a diverse and inclusive workplace that values and respects the contributions of all individuals. We are an equal opportunity employer and do not discriminate based on race, color, national origin, sex, age, disability, religion, sexual orientation, gender identity, or any other characteristic protected by applicable law.

We believe that a diverse workforce is essential to our success and fosters innovation, creativity, and collaboration. Our goal is to provide a work environment that is free from discrimination and harassment, where everyone has an equal opportunity to succeed and grow.