Carrier Payable Team Lead

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 clients 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 Were 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. Were building something meaningful and looking for purpose-driven individuals to help lead the way.

Summary.

TheCarrier Payable Team Leaderis responsible for submitting timely and accurate payments to insurance supervising the offshore processing team and working closely with internal insurance carrier relations this position will also be responsible for assisting in the review and resolution of billing discrepancies unpaid items and payment reconciliations.

What Youll Do.

Key Responsibilities.

• Oversee daily accounting functions including agency bill billing cash and refund processing trust accounting and bank reconciliations.
• Utilize accounting software (Applied Epic NetSuite and Comulate) and to manage reporting and compliance requirements.
• Supervise offshore processing team in completion of daily tasks.
• Engage professionally with franchises and insurance carriers utilizing platforms such as Atlassian Jira to manage tickets and resolve issues. Demonstrate strong communication skills and confidence in addressing concerns with partners.
• Focus on process improvement and documentation to reconcile agency bill transactions statements and cash activity including implementation of new accounting tools.
• Troubleshoot review and correct as needed any agency bill discrepancies to ensure transactions are entered correctly.

Your Experience.

• 2-5 years insurance accounting or data analyst experience.
• Insurance accounting or commissions experience (HUGE plus).
• Ability to learn other software systems and experience with insurance and accounting software including Applied Epic AMS360 Workday NetSuite Atlassian Jira Zendesk Comulate Mircosoft Excel.
• Strong problem-solving organizational and communication skills.
• Willingness to implement change and has a mindset for process improvement.
• Ability to maintain confidentiality and use sound judgment in sensitive situations.

Our Values. The We Way.

At We Insure Group our values shape how we work how we lead and how we growtogether. Theyre more than just wordsthey 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

• Andwere 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

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 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.