Manager, Premium Accounting

Premium Accounting Managers are responsible for overseeing daily operations while managing a team of individuals

within the Premium Accounting Department. Managers play a crucial role in leading and developing their team.

Responsibilities include driving business processes, fostering innovation, and implementing automation by working with

cross-functional teams to achieve desired outcomes. Additionally placing focus on core areas of responsibility including

Aged Receivables and Payables, Legal Collections, Cash Management, and Surplus Lines Taxes. Premium Accounting

Managers display servant leadership qualities and an attitude of client service to enhance Amwins culture of learning

and development.

Key Areas of Responsibility

Team Management:

• Lead a Premium Accounting team, ensuring smooth day-to-day operations, with a servant leader style and
• client service approach that supports our Premium Accounting ambition to be the premier Premium
• Accounting Team in our industry.
• Monitor and maintain business continuity by creating prioritized contingency plans, succession planning and
• prioritizing critical work to mitigate negative impacts and make sure work is completed when infrequent, or
• unexpected events occur (team PTO schedules, weather events, power outages, unplanned resignations,
• etc.)
• Set and track daily, weekly, monthly, and quarterly individual and team goals in line with Premium
• Accounting department vision and Amwins culture.
• Conduct regular 1-on-1 meetings with direct reports.
• Provide daily side-by-side support to team members to answer questions and to understand their progress
• and development.
• Manage overall performance of the team using data analytics and relevant metrics.
• Create development plans for team members and monitor progression through consistent and thoughtful
• feedback.
• Conduct semi-annual performance reviews and provide employees with SMART (specific, measurable,
• achievable, realistic, and timely) goals for the employee regarding actions to improve and provide
• recognition for areas where they have exceeded expectations.
• Participate in annual compensation and bonus planning and allocation for the team.
• Conduct regular team touch bases and huddles to support your team. Touch Bases may include
• communicating information, updates on new items of interest, removing obstacles or introducing the team
• to those who may support them in their efforts.•Run efficient meetings with agendas published in advance, with note-takers assigned during the meeting,
• action items captured, assigned, and due-dated, and published follow-ups to ensure action items
• completion.

• Identify opportunities for process enhancement and automation in line with department and overall
• Amwins goals and culture. All enhancements are completed with the goal to safeguard and support
• relationships between brokers and retailers/markets/carriers.
• Collaborate with internal IT teams and application product owners to implement system changes and
• improve workflow efficiency in collaboration with all appropriate stakeholders.
• Data Analytics and Goal Alignment:
• Analyze critical data related to Aged Receivables, Payables, and other core metrics which allow drill down
• into root causes of process and technical issues which may be barriers to high performance.
• Identify positive and negative trends and take necessary collaborative corrective action as needed, with the
• participation of employees, leaders, and stakeholders both internal and external to Amwins.
• Create departmental goals and key process indicators (both leading and lagging) that align with business
• focus areas, aspirations, and are in alignment with the company culture, and allow for root cause analysis
• and action to mitigate and/or create excellence in performance.
• Stakeholder Engagement:
• Field daily questions from Production Teams and team members and support them in a way that enhances a
• culture of learning, openness, transparency, and trust, while relaying alignment with strategy and teaching
• the technical and tactical requirements they need to excel.
• Respond to escalated items promptly and thoroughly with a client service and servant leader attitude.
• Work with peer managers and supervisors in providing solutions on cross-functional issues while developing
• supervisors to handle such issues on their own through leading by example.
• Coordinate and lead Key Retailer & Market Reviews and Branch Level Operations Calls. Leverage these calls
• to support Broker relationships with important constituents and stakeholders at the markets and branches,
• with the intention of a servant leader and with a client care mindset.
• Planning/Reporting and Audits:
• Assign and adjust workloads as needed using data analytics, performance metrics, KPI's, and a clear
• understanding of employee capabilities, aspirations, and personal career goals.
• Coordinate monthly department meetings and help create Power Point slides on rotation schedule so that
• all managers within premium accounting are responsible for a department meeting at least once per year.
• Establish goals and create performance metrics for the team; analyze outcomes and make needed
• adjustments to achieve desired results.
• Oversee annual audits conducted by PwC and market partners.Additional Responsibilities:
• Manage Specialty Accounts and Programs; conduct monthly reviews and provide needed reconciliations and
• reporting.
• Review and approve daily disbursements within threshold to ensure proper stewardship and controllership
• of company assets.
• Manage overall process, review, and approval Bank Change Requests

• Bachelor's Degree (or equivalent experience) in Accounting, Finance, or related field.
• Proven experience (minimum 5 years) in managerial accounting operations or related roles leading, building,
• developing, and motivating teams of greater than 5 people.

• Continuous, life-long learner with high resilience and adaptability
• Ability to build strong, resilient, and high-performing teams and lead those teams with a servant leader
• approach and style.
• Ability to mentor and develop team members within several contexts: servant leadership, technical
• capabilities, soft skills, motivational capabilities, and Amwins culture
• Ability to induce discretionary effort and the highest performance individuals on your team by treating them
• with respect, and leveraging their strengths and capability to learn which enables them to accomplish their
• goals.
• Ability to leverage prior professional experiences and leadership understandings to further enhance and
• strengthen Amwins servant leader culture.
• Proficiency with financial software (ERPs, collections, payables, cash application, and consolidation
• software), advanced knowledge of Microsoft Office 365 tools suite (Outlook, Teams, Excel, Word, Visio,
• PowerPoint, SharePoint, Power BI, Power Apps, and Power Automate).
• Strong analytical ability and solid judgment.
• Ability to identify, define, and solve complex, often obfuscated, and non-straightforward problems with a
• nuanced and, comfortable with ambiguity, and experience making difficult and complex decisions with input
• from many sources and stakeholders.
• Highly organized, self-motivated, and ability to motivate others.
• Ability to clearly communicate and collaborate with all levels of the organization.
• Strong, clear written communication, which highlights clear and critical thinking capabilities.
• Ability to adapt & learn new processes & systems.
• Comfortable asking for help and collaborating with any part of the organization to solve complex issues.