Financial Operations Team Lead

Hub International - Coral Gables, FL

Full-time - Mid Level

Hybrid - Coral Gables, FL

10,001+ employees

Insurance Carriers and Related Activities

About the position

The Financial Operations Team Lead is responsible for overseeing specialty unit processes and workflows within the Financial Operations team. This role requires a high degree of independent discretion and decision-making, providing professional service to clients and colleagues while supporting the financial operations of the region. The position involves training, auditing, and coordinating with various departments to ensure effective operations and employee performance.

Responsibilities

• Perform daily duties as outlined in a separately defined job description (Financial Operations Specialist)
• Attend operational meetings as outlined by leadership; sharing, training and implementing learned strategies
• Assist in developing and implementing specialty unit process and workflows, including training plans for specialty unit staff
• Perform desk audits within the specialty unit (CBU) and assist with coaching staff on improvements
• Coordinate and conduct training for specialty unit (CBU)
• Assist in the recruiting and hiring process and participate in the new hire onboarding process
• Communicate goals, vision, and procedures developed by the leadership teams
• Work with Operational Team Leaders, Accounting, Human Resources, and others to implement regional projects and directives
• Address and resolve employee performance concerns utilizing Regional Human Resources and Operations resources as necessary
• Direct employee workflow, workload and overall performance
• Provide feedback to management to improve performance and productivity
• Coordinate time off within unit to ensure service level and appropriate reporting of time off
• Conduct or assist with annual performance reviews for specialty unit
• Answer phone inquiries and address problems in a timely manner
• Travel on company business as required
• Prepare reports for management as required
• Invoice all agency bill items for the South Florida region
• Follow set workflows for all agency invoicing
• Review account set up in agency management system to ensure critical fields are set up appropriately before invoicing
• Work with HUB Financial Center (HFC) to review and correct discrepancies
• Work with payables team to expedite corrections and carrier payments
• Track aged receivables and work with advisors and servicers on collection timing
• Generate invoices/statements in Epic for distribution
• Review monthly NOCs & issues
• Support team with regards to any M&A responsibilities
• Perform other accounting duties as assigned which may be outside of CBU duties

Requirements

• Four-year college degree preferred
• 3+ years experience in accounting/finance related fields
• 3+ years insurance industry knowledge
• Exceptional written and verbal communication skills
• Superior customer service and problem solving skills
• Proficiency with Microsoft Office Suite (PowerPoint, Word, Excel, Outlook)
• Detail-oriented self-starter
• Strong leadership, mentoring, and team-building skills
• Excellent organizational skills and ability to prioritize and delegate responsibility
• Mastery of virtual technology, including meeting scheduling, video display and screen sharing
• Relevant Insurance licenses per state/regional statutes, preferred, but may not be required

Benefits

• Competitive salaries and benefits offerings
• Medical/dental/vision insurance and voluntary insurance options
• Health Savings Account funding
• 401k matching program
• Company paid Life and Short-Term Disability Plans
• Supplemental Life and Long-Term Disability Options
• Comprehensive Wellness Program
• Paid Parental Leave
• Generous PTO Package - Vacation, Holiday, Sick, and Personal Time Off
• Great work/life balance
• Focus on creating a meaningful environment through employee engagement events
• Growth potential
• Strong community support and involvement through HUB Gives