Insurance Accounting Trainer / Quality Leader

The Insurance Accounting Trainer/Quality Leader plays a key leadership role within the Insurance Accounting department by serving as a subject matter expert (SME), training lead, and quality assurance resource for insurance accounting processes. While this role does not have direct reports, it functions at the supervisor level, supporting the development of team capabilities, driving consistency across workflows, and ensuring the accuracy and effectiveness of process execution. 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.

Note that this is a hybrid role which is open in the following locations:

Miami, FL, Palm Beach Gardens, FL, Sunrise, FL Chicago, IL Southfield, MI Kansas City, MO Glastonbury, CT Guilford, CT Boston, MA Berkeley Heights, NJ New York, NY Uniondale, NY Glendale, CA Irvine, CA Santa Rosa, CA

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.

Risk Strategies is the 9th largest privately held U.S. brokerage firm offering comprehensive risk management advice, insurance and reinsurance placement for property & casualty, employee benefits, private cl