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We are looking for a Finance Coordinator that is eager to learn and grow with our Agency. The Finance Coordinator will be responsible for preparing finance contracts for our Insureds and submitting them to our finance companies for approval. It’s their responsibility to ensure that all coverages are included and premiums total correctly, and that all documents and signatures are in order prior to submitting to the finance company. Other duties include follow-up with our Agents, data input into our CRM system, collecting payments from our Insureds as well as other backend accounting tasks. The ideal candidates for this position will be highly self-motivated individuals with extreme attention to detail, a desire to help people, computer savvy with a keen eye for detail and good excel skills. Understanding of data confidentiality principles is compulsory.
Our Agency will rely on you for having accurate and updated data in our CRM system and our Agents will rely on you to close deals.
Responsibilities
Requirements
**Must have, or be willing to obtain, 4-40 License.
Full Time
$89k-113k (estimate)
06/09/2022
06/07/2023
piinsurancegroup.com
Coral Springs, FL
<25
The job skills required for Finance Coordinator include Accounting, Customer Service, Attention to Detail, etc. Having related job skills and expertise will give you an advantage when applying to be a Finance Coordinator. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Finance Coordinator. Select any job title you are interested in and start to search job requirements.
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Step 1: Understand the job description and responsibilities of an Accountant.
Quotes from people on Finance Coordinator job description and responsibilities
Coordinate with Finance/HR staff to ensure timely payment of staff salaries.
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Financial coordinators coordinate companies' accounts payable and receivable.
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The financial coordinator will maintain documentation and records proficiently to ensure correctness and promptness of deliverables.
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A financial coordinator maintains records of compensation and transactions for their organization.
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A finance coordinator is responsible for accurately maintaining the financial records of an organization.
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Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.
Career tips from people on Finance Coordinator jobs
A working knowledge of general payroll, financial and tax regulations is generally preferred.
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Education requirements vary, as some companies require a candidate to have a bachelor’s degree in business or a related field, while others only expect a high school diploma or equivalent with experience.
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A financial coordinator with a minimum of one year of experience may have the necessary qualifications to advance into a financial manager role.
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While not typically required, having a master’s degree in business administration, finance or economics may give professionals a competitive advantage.
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Employers also highly regard professional certifications, such as the Chartered Financial Analyst and the Certified Treasury Professional credential.
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Step 3: View the best colleges and universities for Finance Coordinator.