Insurance Accounting Trainer / Quality Leader

Risk Strategies; Tennessee; Hybrid; USD 65,000 - 75,000; Full time

Job summary

A leading insurance brokerage firm is seeking an Insurance Accounting Trainer/Quality Leader to oversee training and quality assurance in insurance accounting processes. This hybrid position involves developing training materials, conducting quality reviews, and collaborating with team leaders. The ideal candidate will have a bachelor's degree in accounting or finance and significant experience in insurance accounting. Join us to contribute to operational excellence and team development.

Benefits

Medical benefits

Retirement savings

Flexible work arrangements

Qualifications

• Minimum of 5 years of experience in insurance accounting.
• Prior experience in training, mentoring, or quality review.
• Strong understanding of accounting systems and processes.

Responsibilities

• Develop and deliver onboarding training for new hires.
• Conduct periodic quality reviews of accounting transactional activity.
• Support teams by troubleshooting process questions.

Skills

Training and mentoring

Attention to detail

Analytical skills

Communication skills

Education

Bachelor's degree in accounting or finance

Tools

D365

AMS360

Epic

Job description

Overview

The Insurance Accounting Trainer/Quality Leader plays a key leadership role within the Insurance Accounting department by serving as a subject matter expert (SME), training lead, and quality assurance resource for insurance accounting processes. While this role does not have direct reports, it functions at the supervisor level, supporting the development of team capabilities, driving consistency across workflows, and ensuring the accuracy and effectiveness of process execution.

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.

Note that this is a hybrid role which is open in the following locations:

Miami, FL, Palm Beach Gardens, FL, Sunrise, FL, Chicago, IL, Southfield, MI, Kansas City, MO, Glastonbury, CT, Guilford, CT, Boston, MA, Berkeley Heights, NJ, New York, NY, Uniondale, NY, Glendale, CA, Irvine, CA, Santa Rosa, CA

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), and 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.

Qualifications

• 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.

About Risk Strategies

Risk Strategies is the 9th largest privately held U.S. brokerage firm offering comprehensive risk management advice, insurance and reinsurance placement for property & casualty, employee benefits, private client services, as well as consulting services and financial & wealth solutions. With more than 30 specialty practices, Risk Strategies serves commercial companies, nonprofits, public entities, and individuals, and has access to all major insurance markets. Risk Strategies has over 200 offices and more than 5,500 employees as part of the Accession Risk Management Group family of companies.

Industry recognition includes being certified a Great Place to Work and on the Inc. 5000 list as one of America's fastest growing private companies. Risk Strategies is committed to being good stewards for our company, culture, and communities by having a strong focus on Environmental, Social, and Governance issues.

At Risk Strategies Company, base pay is one part of our total compensation package, which also includes a comprehensive suite of benefits, including medical, dental, vision, disability, life, and retirement savings. The total compensation for a position may also include other elements dependent on the position offered. The expected base pay range for this position is between $65,000.00 - $75,000.00. The actual base pay offered may vary depending on multiple individualized factors, including geographical location, education, job-related knowledge, skills, and experience.

Risk Strategies 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 by visiting our careers page: www.risk-strategies.com/careers.

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