Financial Operations Manager

We Insure Group; Austin (TX); Hybrid; USD 80,000 - 100,000; Full time

Benefits offered by this job

Hybrid work environment

Continuous learning opportunities

Supportive and goal-driven culture

Job summary

A prominent insurance franchise in Austin is looking for a detail-oriented Financial Operations Manager. You'll lead the insurance commissions team and ensure timely commission payments across franchises. Candidates should possess strong leadership skills, 5+ years of experience in insurance or accounting, and a Bachelor's degree in a relevant field. This hybrid role involves some travel and offers opportunities for impactful work in a collaborative environment.

Qualifications

• 5+ years of experience in insurance, accounting, or data analysis, with 2 years in a supervisory role.
• Experience with insurance and accounting software is a strong plus.
• Ability to maintain confidentiality and use sound judgment in sensitive situations.

Responsibilities

• Supervise the financial operations team, managing daily tasks and performance.
• Engage professionally with franchises and insurance carriers, utilizing platforms like Atlassian Jira.
• Collaborate with IT and Legal teams on commission disputes and process improvements.

Skills

Leadership

Problem-solving

Organizational skills

Communication

Data analysis

Education

Bachelor's degree in Accounting, Finance, or related field

Tools

Applied Epic

AMS360

Workday

NetSuite

Atlassian Jira

Zendesk

Microsoft Excel

Job description

We’re data-driven for better value and people led forWe're building something meaningful and looking for purpose-driven individuals to help lead the way. 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 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.**Key Responsibilities:** 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. 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. **Your Experience.** - 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 skillsAbility to maintain confidentiality and use sound judgment in sensitive situations- 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 reportingThis position will be a hybrid office/remote work environment. All computer equipment necessary for the role will be provided to the employee- This role requires 5% travel, Hybrid 3 days in office. The noise level is low to moderate depending on staff levels in the office and, when working remotely, noise level will be dependent on the employee’s chosen work locationWhile performing the duties of this job, the employee is frequently required to stand; walk; talk and hear; sit for extended periods of time; use hands to finger, handle, or feel and reach with hands and arms- Specific vision abilities required by the job include close vision, distance vision, color vision, peripheral vision, depth perception, and the ability to adjust focusPlease notecontain a comprehensive listing of activities, duties, or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice. this job description is not designed to cover or * We’re a leader in the space. We foster ongoing innovation. You get all the benefits of a growing and fast-paced company, while enjoying a very entrepreneurial culture.* The team is really motivating. You’ll work with people who are as energetic, smart, and determined as you are. You’ll be managed by the best, too.* Your work will be immediately impactful. You’ll be able to see your direct impact on our growth. You won’t be just another cog in the wheel.* We embrace change. This is not where you'll find ‘predictable’. Our team wears many hats and has to go with the flow to deliver on our goals and get the job done.* We are a team of collaborators. We work together to ensure the best possible solutions for our internal teams. It is common for us to get outside our swim lanes.* Our environment provides continuous learning. Team members often have to branch out of their comfort zone. Taking ownership is an opportunity and we believe failures might lead to a better solution.### Get In TouchIntroduce yourself to our recruiters and we'll get in touch if there's a role that seems like a good match.We Insure, LLC. is an independent insurance franchise that takes immense pride in providing like-minded entrepreneurs with successful agency ownership. With more than 200 agency locations in 35 states, We Insure continues to grow rapidly and supports our agency owners, customers, and carriers by facilitating faster service, greater efficiencies, better choices, and improved bottom lines. What makes We Insure stand out: we are data-driven for better value and people-led for better service. *And our leadership is seeking more highly motivated, career-driven people to help lead our efforts!*We Insure has received countless awards including Jacksonville Business Journal’s Best Places to Work and Fastest-Growing Private Companies, and Inc.’s 5000 Fastest Growing Companies. If you are looking for a long-term career in a supportive, goal-driven, growth environment with a company that believes in developing its people, We Insure is the right fit for you and we encourage you to apply today!