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Finance & Operations Program Lead

Brown & Brown Insurance
Atlanta, GA Full Time
POSTED ON 1/24/2025
AVAILABLE BEFORE 2/28/2025
Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers.

Brown & Brown's Risk Solutions team, formerly known as Beecher Carlson, is looking for a Finance & Operations Program Lead to join the team in Atlanta, GA.

Essential Duties And Responsibilities

The Finance & Operations Program lead will lead the Brown & Brown multi-product program and accounting operations through partnerships with carriers, profit centers, and business partners. This role will perform analytics and oversight of all related processes while working to expand business models that affect strategic vision to support profitability and growth. Responsibilities include but are not limited to:

  • Point of Escalation and contact for overall program in investigating and problem solving on accounts; develop a relationship with the insurance carrier to resolve open items quickly.
  • Develop and document business processes and accounting policies to maintain, monitor, and strengthen internal controls.
  • Advance and evolve the overall program through process improvement and automation as the program expands to include additional products and carriers.
  • Utilize BI tools to develop analytics to support and grow the business, analyze trends, and complete financial projections.
  • Validate entries made in Workday by profit centers, and ensure support is adequate for application to invoices.
  • Develop strong relationships with profit centers; provide actionable and informative communications on key actions or statuses to maintain superior customer service and client satisfaction.
  • Ensure carrier payment is applied timely to ensure no lapse in coverage for our clients.
  • Compile and record authorized monthly journal entries in general ledger systems and the Agency Management system where appropriate.
  • Leverage and/or develop tools to track outstanding activities and lead appropriate teammates to ensure timely resolution.
  • Reconcile account activity where appropriate; monitor accounts receivable and track outstanding actions to ensure timely payments and processing.
  • Provide reporting to Profit Centers on Aged items and status of accounts where appropriate.
  • Prepare weekly updates on accounts receivable for Sr. Director, Accounting operations.
  • Other duties as assigned.

Qualifications

  • Bachelor’s degree in accounting and/or finance with 7 years of experience in related position(s) with similar duties.
  • Insurance experience is highly preferred.
  • Workday experience is highly preferred.
  • Strong understanding of ledger and business systems to support current model and scale for growth.
  • PMP certification or Six Sigma Training or Certification a plus.
  • Excellent analytics skills with attention to detail.
  • Proven financial reporting and leadership skills.
  • Advanced Excel skills.

Compensation & Perks

  • Excellent growth and advancement opportunities
  • Competitive pay based on experience
  • Discretionary time off
  • Generous benefits package: health, dental, vision, etc.
  • Employee Stock Program
  • Education Assistance Program – tuition reimbursement, student loan repayment assistance, etc.

Delivering integrated insurance and risk management solutions to some of the largest and most respected companies in the world, the Brown & Brown Risk Solutions team aims to create value beyond placing your insurance. Our team challenges the status quo with our proprietary methodologies and tools to help optimize the way customers identify, quantify, mitigate and finance risk. Using evidence-based insights, our team helps customers better understand how different risk management decisions could impact their business.

Visit us on the web at www.bbrown.com and www.bbinsurance.com.

Teammate Benefits & Total Well-Being

We go beyond standard benefits, focusing on the total well-being of our teammates, including:

  • Health Benefits: Medical/Rx, Dental, Vision, Life Insurance, Disability Insurance
  • Financial Benefits: ESPP; 401k; Student Loan Assistance; Tuition Reimbursement
  • Mental Health & Wellness: Free Mental Health & Enhanced Advocacy Services
  • Beyond Benefits: Paid Time Off, Holidays, Preferred Partner Discounts and more.

Not reflective of all benefits. Enrollment waiting periods or eligibility criteria may apply to certain benefits. Benefit details and offerings may vary for subsidiary entities or in specific geographic locations.

The Power To Be Yourself

As an Equal Opportunity Employer, we are committed to fostering an inclusive environment comprised of people from all backgrounds, with a variety of experiences and perspectives, guided by our Diversity, Inclusion & Belonging (DIB) motto, “The Power to Be Yourself”.

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