Market Operations Coordinator
New
P
Patriot Growth Insurance ServicesInsurance services
Remote | United StatesFull-Time
Salary33.33 - 38.46 USD per year
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Job Details
- Required Skills
- Microsoft ExcelMicrosoft Office Suite
Requirements
- High school diploma or GED.
- Experience supporting administrative, billing, accounting, bookkeeping, finance operations, or commission-processing activities involving financial transactions and reconciliations.
- Working knowledge of billing, receivables, payables, commissions, deposits, reconciliations, and month-end close support.
- Experience using Agency Management Systems, accounting systems, Microsoft Excel, Microsoft Office Suite, and other financial and operational processing tools.
- Ability to enter, reconcile, review, and report transactional and financial data accurately while maintaining complete supporting documentation.
- Ability to follow accounting, revenue-recognition, documentation, approval, control, and escalation requirements.
- Ability to research discrepancies, identify routine process issues, and recognize when management review is needed.
- Experience in an insurance agency supporting Employee Benefits, Property and Casualty, or both is a valuable addition.
- Experience with Applied Epic, Microsoft Dynamics 365 Business Central, or QuickBooks is a valuable addition.
- An associate degree in Accounting, Finance, Business Administration, or a related field is a valuable addition.
Responsibilities
- Coordinate operational projects, communications, and administrative activities assigned by the Director, Market Operations.
- Maintain procedures, tracking logs, records, and supporting documentation across the market.
- Process Agency Management System transactions, document management, reporting assistance, user requests, and issue escalations.
- Prepare client invoices, maintain billing schedules and agreement records, and confirm approvals before invoice release.
- Process direct-bill activity and support commission statements and commission-related transactions.
- Review accounts-receivable aging and unapplied transactions, documenting follow-up and escalating delinquent or disputed balances.
- Complete assigned month-end close activities, reconciliations, reporting schedules, and journal-entry support.
- Coordinate vendor invoices and approved payable transactions, and maintain payable subledger and vendor records.
- Support deposits, cash receipts, payment application, approved bank transfers, and bank and transaction reconciliations.
- Coordinate office service requests, supplies, operational onboarding, and secure mail, check, and document-handling workflows.
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