Job Description

Finance and Operations Coordinator (Onsite)

What We Are Looking For:

Our client, a dynamic and innovative player in the insurance brokerage sector, is seeking an organized and detail-oriented Finance and Operations Coordinator to manage accounts payable and receivables, vendor relations, expense management, commissions, and payroll for their team. The ideal candidate will be a go getter that is ready to continue to grow and learn in their career. This person will sit onsite in Shenandoah, TX . Must be proficient in communication, tech-savvy, and capable of handling basic reporting and project management tasks. Must have a strong skill set in QuickBooks, Excel, interpersonal skills, and be adept at multitasking.

This position reports directly to the COO and offers an exciting opportunity to contribute to the operational success of our organization while gaining valuable Finance and Operations experience.

About Us:

Our client is a dynamic and innovative leader in the insurance brokerage sector, specializing in field marketing for Medicare and life insurance. Headquartered in the Woodlands with a national reach, their dedicated team operates across the country, driven by a commitment to excellence and innovation. Founded by industry experts with over 20 years of experience, they leverage deep industry knowledge to reimagine how insurance brokerage is scaled and delivered. In their high-growth, fast-paced environment, they continuously push boundaries and set new standards, creating tailored solutions that meet the evolving needs of their clients. They believe in fostering a culture of hard work, innovation, collaboration, and continuous improvement. Through strategic partnerships and cutting-edge technologies, they are transforming the insurance brokerage landscape, empowering individuals and businesses to make informed decisions about their insurance needs.

Responsibilities :

• Manage inter-company billing and payments, tracking transactions, ensuring proper documentation, and reconciling accounts accurately.
• Maintain accurate financial records using QuickBooks, Bill.com, Excel, and Google Sheets, perform bank reconciliations, resolve discrepancies, and generate financial reports as needed.
• Administer payroll processing in Justworks, ensuring compliance with company policies, while managing employee benefits and addressing related inquiries.
• Manage commission processing, including calculation, distribution, and accurate record-keeping, ensuring timely and precise payments to independent sales agents and agencies.
• Manage vendor billing, ensuring compliance, coordinating rates between agents and insurers, maintaining a contract database, and collaborating with legal and procurement teams to negotiate terms and resolve issues.
• Manage vendor relationships, serving as the primary contact, resolving issues, and coordinating onboarding, setup, and compliance documentation.
• Provide executive support including expense reporting, and invoice reconciliation.
• Oversee reporting, project coordination, and process improvements through data analysis, tracking margins, vendor performance, and expenditures.
• Liaise between internal teams and vendors and customers to ensure alignment on financial reporting, projects, and vendor relationships.

Requirements:

• 3-5 years of related experience.
• Proven experience in financial management, vendor relations, or accounting.
• Proficiency in Microsoft Office Suite, particularly Excel (e.g., VLOOKUP, PivotTables, formulas).
• Finance and accounting software such as QuickBooks, Billing.com, and Justworks
• Excellent verbal and written communication skills, with the ability to interact professionally at all levels.
• Leverage advanced Excel and software platforms like DocuSign to analyze data, generate reports, track projects, and manage accounting and vendor relations.
• Stay updated on emerging technologies and recommend software enhancements to streamline processes.
• Strong organizational skills and attention to detail, with the ability to prioritize tasks effectively.
• Basic understanding of project management principles and reporting techniques.
• Tech-savvy mindset with a willingness to learn new software and tools.
• Ability to maintain confidentiality and handle sensitive information with discretion.

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