Insurance Accounting Trainer / Quality Leader

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.

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), 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

Successful Candidate Will Have:

• 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.

Brown & Brown, Inc. (NYSE: BRO) is a leading insurance brokerage firm delivering comprehensive and customized insurance solutions and specialization since 1939. With a global presence spanning 700+ locations and a team of approximately 23,000 professionals, we are dedicated to delivering scalable, innovative strategies for our customers at every step of their growth journey. Learn more at BBrown.com.