Insurance Accounting Trainer / Quality Leader

This individual will lead onboarding and ongoing training efforts, conduct quality reviews of transactional work, support system/process changes, create/maintain and provide monthly metrics, and collaborate closely with team leads, managers, and cross-functional partners to maintain and improve operational excellence.

Your Impact:

Training and Knowledge Management:

• Develop and deliver onboarding training for new hires across Insurance Payables or AR/Direct Bill, and other accounting functions as needed including, but not limited to:
• Workflows, Transactional processes within the accounting system(s), Workday (Requesting time off, clocking in/out, etc)
• Maintain and update training documentation, including SOPs, job aids, and reference materials to reflect process changes
• Facilitate ongoing education for current staff through refreshers, system updates, and identified learning needs
• Serve as a knowledge resource and mentor for team members, answering questions and promoting best practices

Quality Assurance and Process Auditing:

• Conduct periodic quality reviews of accounting transactional activity for the discipline you are responsible for to ensure accuracy and adherence to policy
• Identify trends and root causes of errors and collaborate with team leaders and supervisors to address recurring issues
• Provide feedback to supervisors and leadership on training gaps, quality metrics, and audit results
• Support the design and rollout of internal controls and process improvements to enhance efficiency and accuracy

Operational Expertise and Escalation Support:

• Act as a SME for insurance accounting workflows for the discipline you are responsible for
• Support teams by troubleshooting process questions and assisting with complex accounting transactions when needed
• Participate in escalations involving cross-functional departments or offshore partners and provide subject matter insight to resolve issues
• Assist with system migrations, technology implementations, and process transitions by providing training and quality assurance support

Reporting, Projects, and Collaboration:

• Produce training completion reports, error tracking, monthly transactional metrics, and quality audit metrics to share with leadership for coaching and development purposes
• Support special projects, including policy rollouts, system enhancements, acquisition integration, and compliance initiatives
• Collaborate with department managers, supervisors, and offshore partners to align expectations and maintain process consistency
• Represent Insurance Accounting in cross-departmental meetings related to training, quality, or operational readiness

Successful Candidate Will Have:

• Bachelor’s degree in accounting, finance, or a related field (preferred); minimum of 5 years of experience in insurance accounting, with deep knowledge of AP, AR, and/or Direct Bill workflows
• Prior experience in training, mentoring, or quality review roles is strongly preferred
• Strong understanding of accounting systems and processes, including experience with D365, AMS360, Epic, or similar platforms
• Excellent communication, presentation, and organizational skills; proven ability to work collaboratively across teams and manage multiple initiatives simultaneously
• attention to detail and commitment to process accuracy and continuous improvement
• Strong analytical skills, with the ability to track, interpret, and report on quality and training data
• Additional Information:
  This position may require travel for in-person training sessions, team meetings, or departmental projects.

Brown & Brown, Inc. (NYSE: BRO) is a leading insurance brokerage firm delivering comprehensive and customized insurance solutions and specialization since 1939. With a global presence spanning 700+ locations and a team of approximately 23,000 professionals, we are dedicated to delivering scalable, innovative strategies for our customers at every step of their growth journey. Learn more at BBrown.com.

Pay Range:

The pay range provided above is made in good faith and based on our lowest and highest annual salary or hourly rate paid for the role and takes into account years of experience required, geography, and/or budget for this role.

Brown & Brown, Inc. and our team of companies is an equal opportunity workplace and is committed to ensuring equal employment opportunity without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, Veteran status, or other legally protected characteristics. Learn more about working at Risk Strategies, part of the Brown & Brown team, by visiting https://us.bbrown.com/careers/.  

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