Finance Operations Manager

Who We Are.

At We Insure Group, we are passionate, driven, and purposeful in our mission to personalize protection at the right value. We believe in delivering tailored insurance solutions that meet each client's unique needs, ensuring they feel confident and supported in every decision.

As both a franchise platform and direct insurance provider, We Insure empowers like-minded entrepreneurs with the opportunity to own and operate successful agencies. With over 200 locations across 35 states, we support our agency owners, customers, and carrier partners by enabling faster service, greater efficiency, better choices, and improved results.

What sets us apart? We're data-driven for better value and people led for 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're building something meaningful and looking for purpose-driven individuals to help lead the way.

Location: Austin, TX or Chicago, IL (Hybrid)

Your Impact.

As a Finance Operations Manager, you will play a pivotal role in managing the financial operations of the business, including commission and premium trust reconciliation, overseeing outsourced team relationships, ensuring compliance with regulatory requirements, and establishing efficient processes to drive operational excellence.

This role is critical in driving operational excellence, optimizing financial processes, and aligning the internal team with outsourced resources to maximize efficiency.

The ideal candidate will have strong analytical skills, a deep understanding of financial principles in the insurance sector, and proven experience managing both in-house and outsourced financial teams.

Key Responsibilities.

Financial Operations Management:

• Oversee and manage all financial operations, including commission payments, premium handling, and trust account reconciliations

• Ensure the accurate and timely processing of financial transactions, including payable/receivable, bank reconciliations, and financial reporting

Commission Management:

• Oversee the calculation, verification, and processing of commissions for agents and distribution partners

• Analyze commission structures and implement enhancements to improve efficiency while ensuring accuracy

Premium Trust Account Reconciliation:

• Manage and reconcile premium trust accounts in compliance with regulatory and company guidelines

• Ensure accurate and timely tracking of premium collections and disbursements

Outsourced Team Oversight:

• Work closely with external outsourcing partners to manage financial operations tasks, ensuring deliverables are completed accurately and on time

• Act as the primary point of contact for outsourcing teams, setting clear expectations, monitoring performance, and addressing challenges effectively

• Develop and maintain service level agreements (SLAs) with outsourced providers to ensure quality and efficiency

• Collaborate with the outsourced teams to resolve discrepancies, ensure compliance, and streamline processes

• Regularly evaluate the performance of outsourcing partners, providing feedback and implementing improvements as necessary.

• Work with outsourced providers to ensure accurate data collection, reporting, and analysis

Team Leadership and Collaboration:

• Foster strong collaboration between in-house staff and outsourced providers to ensure seamless communication and operational efficiency

• Drive a culture of accountability and excellence internally and within outsourcing relationships

Process and Technology Optimization:

• Proactively identify inefficiencies in workflows, including those managed by outsourced partners, and implement technology-driven enhancements to reduce errors, streamline processes, and improve scalability

• Leverage technology and software to automate and optimize routine processes and improve overall productivity

Your Experience.

• Bachelor's degree in finance, accounting, business administration, or a related field

• 5+ years of experience in financial operations, preferably within the insurance industry

• Proven experience managing outsourced financial service providers or third-party vendors

• Strong knowledge of commission management and premium trust reconciliation

• Exceptional vendor management with the ability to ensure performance, compliance, and accountability

• Proficiency in financial software and tools, with advanced Excel skills. Experience with ERP systems and familiarity with collaborating over shared platforms/tools with outsourcing partners is a plus

• Excellent analytical, problem-solving, and organizational skills

• Strong leadership and team management abilities, with excellent interpersonal and communication skills for managing both internal and external teams

• Detail-oriented with a commitment to accuracy and meeting deadlines

Work Environment.

• The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Austin, TX or Chicago, IL: This is a hybrid position. 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 location.

• Up to 10% travel may be required, depending on business needs

Physical Demands.

• While 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. The employee must occasionally lift and/or move up to 15 pounds.

• Specific vision abilities required by the job include close vision, distance vision, color vision, peripheral vision, depth perception, and the ability to adjust focus.

Our Values. The We Way.

At We Insure, Group our values shape how we work, how we lead, and how we grow-together. They're more than just words-they guide every interaction, every decision, and every customer experience.

We Way Reflects Our Commitment to.

• We personalize protection at a price you can trust

• We hustle to find opportunity

• We care authentically

• We thrive in ambiguity

• We own our results

• We have fun along the way

• And-we're just getting started

Our Total Rewards.

• Medical, Dental, Vision, Life, Pet; Flexible Spending Account

• Competitive Salaries

• 401K Match

• Work-Life Balance: Personal Days, PTO Days, 12 Paid Holidays, Two Paid Days for Volunteer Service, Paid Parental Leave

• Short and Long-Term Disability

• Employee Support Programs, Including Mental Health

• Tuition Reimbursement

• Matching Charitable Gift Program

• Lucrative Referral Program

• Flexibility: Remote and Hybrid Opportunities Available

This position is not able to be performed in California, Colorado, New York or Washington.

EEO

We Insure Group is an equal opportunity employer that does not discriminate on the basis of race, color, religion, sex (including pregnancy, sexual orientation, and gender identity), national origin, age, disability, veteran status, marital status, or any other protected characteristic. Our hiring practices ensure that all qualified applicants receive fair consideration without regard to these characteristics.

Disability

We Insure Group is committed to creating an inclusive and accessible workplace for all candidates, including those with disabilities. We are dedicated to ensuring equal employment opportunities and providing reasonable accommodations to qualified individuals with disabilities. If you require reasonable accommodations to participate in the application or interview process, please contact our HR department at hrinfo@peak6insurtech.com. We will work with you to provide the necessary accommodations to ensure your full participation in our hiring process.

Note to applicant: It is unlawful in Massachusetts and Maryland to require or administer a lie detector test as a condition of employment or continued employment. Please know that our company does not use lie detector tests in our hiring process.

Base Salary Range:
$76,000-$95,000