Finance
The clients we serve are the other departments within Policygenius. We help to illuminate the dollars and cents behind everything we do, and we collaborate with teams to leverage financial data to improve business decision-making. This can include everything from accounting to financial planning and analysis — we do it all!
Who we are
A: We look for well-rounded finance professionals who have an in-depth understanding of finance but also a desire to learn the business and add value to the Company as a whole. We’re a small team in a fast moving business, so we need people who take ownership of their broad responsibilities, know how to build best-in-class processes, and can get things done.
A: With the help of our data organization, we are automating our revenue processes, which involves onboarding information from every carrier we do business with, building calculations, controls, and reconciliations, and then are in turn going to use that data to fuel calculations and statements to our Policygenius Pro partners.
A: There is no typical career path at a Company that has only been around for ~8 years. That being said, we are big believers in developing finance talent through learning different parts of the finance organization and think that mobility and exposure to new projects in a fast-growing environment is a great way to build finance talent.
A: As we've expanded, we've added all types of talent to our team so that each one of us can learn from one another. We've also implemented and improved processes using software like NetSuite, Adaptive, and Workiva to improve efficiency. We cannot wait to welcome more new team members to the Pg family!
What we're saying and doing
Legal & Compliance
At Policygenius, the Legal & Compliance team helps other teams to work smarter, not harder. We embed within cross-functional projects from start to finish, providing practical, business-oriented legal advice that protects the company and empowers our colleagues to meet their goals. We also ensure that team members are properly trained and licensed to sell insurance.
Who we are
A: We all had very different career paths before joining Policygenius so we have different strengths and perspectives that we bring to our work. As a collaborative team, this makes us better able to identify issues and craft solutions. No matter what the question, there is someone on our team who knows (or knows how to find out) the answer.
A: Our team takes a genuinely cross-functional approach to our work with each of the departments at Policygenius. We serve as true partners to the business, collaborating on projects end-to-end. It’s rewarding to see the immediate impact our work has on the organization.
A: The Legal team grew rapidly in 2021, from 2 to 7 lawyers and adding 4 new members to the licensing & compliance team. We’ve found our groove with our new expanded team and in our new roles, and are excited about how much more we can get accomplished to help support the business in the coming year.
A: We view our team as being in client service, but our clients are internal not external. We expect everyone on our team to bring that attitude to their work, looking not just for problems but also for how to find creative and impactful solutions. A great attitude and problem solving skills are key.
