Operations Coordinator

Assistant Director of Agency Services - Insurance Operations - Base Salary to 60k/year - Gilbert, AZ

• Our client, a growing and team-oriented organization within the insurance services space, is seeking an Assistant Director of Agency Services to support daily accounting operations and agent-facing administrative functions at their Gilbert, AZ office.
• This role blends administrative coordination and transactional accounting responsibilities, supporting internal agents while ensuring financial records, commissions, and operational processes are handled accurately and efficiently.

Responsibilities:

• Perform day-to-day accounting support, including processing deposits, bill payments, reimbursements, and maintaining accurate financial records
• Track and manage commission reporting, including collecting, reviewing, and following up on monthly statements
• Support internal agents (ISMs) with onboarding, terminations, account setup, and system access
• Maintain accurate records across internal systems, including contact, account, and financial data entry
• Ensure timely and accurate data entry across platforms used for accounting and agency operations
• Assist with general office operations, including mail handling, supplies, and administrative coordination

Qualifications:

• Experience performing transactional accounting or bookkeeping tasks (e.g., payments, expense tracking, reconciliations, or financial recordkeeping)
• Experience in an administrative, operations, or office support role involving data entry, coordination, or system management
• Experience working within insurance, financial services, or a commission-based environment OR experience supporting commission tracking/reporting
• Proficiency using computer systems, databases, or business software for data entry and record management
• Ability to manage recurring daily, weekly, and monthly responsibilities with a high level of accuracy
• Ability to work onsite in Gilbert, Arizona

Compensation:

• Base salary in the 55k - 60k/year range
• 401k
• Medical and dental benefits