Operations and Financial Assistant

Operations and Financial Assistant

The Operations and Financial Assistant will provide support to the Director of Operations & IT and Controller for financial and compliance related tasks. The incumbent will also assist with the build out of workflows and maintain the integrity of systems integral to the operations of the company.

Essential Functions

• Build out compliance and workflows according to G2 Broker Standard
• Support implementation and operations management best practices
• Assist in completion of third-party reporting initiatives
• Assist in G2’s automation projects
• Maintain corporate credit card terminal
• Process downloaded carrier policies/endorsements out of suspense each morning
• Responsible for IVANS (Epic) connections with carriers and Applied to ensure we’re a fully connected digital agency
• Supports Director of Operations with filing for G2’s B Corp status
• Function as Admin all Applied platforms – CSR24, Epic and Applied Mobile
• Review Applied’s updates and determine if we should start using/purchasing new products
• Remove any Epic system locks from the previous days
• Audit and enforce monthly reporting requirements for production, books of business, and activity reports
• Responsible for surplus lines, timely license applications, filings, and annual returns
• Responsible for direct bill consolidation and reconciliation
• Create and update various templates/reports including: Book of Business, Policies Not Renewed, Aged Outstanding Receivables, Expiration Lists, Activities, Producer/Broker
• Provide support with various projects as assigned by the Director of Operations & IT
• Maintain confidentiality of information

Competencies

• Business Acumen.
• Change Agent.
• Collaboration Skills.
• Communication Proficiency.
• Decision Making.
• Initiative.
• Problem Solving/Analysis.
• Results Driven.

Work Environment
This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines.

Physical Demands
While performing the duties of this job, the employee is regularly required to talk and hear. The employee may occasionally lift and/or move up to 10 pounds and occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision, distance vision, peripheral vision, depth perception and ability to adjust focus.

Required/Preferred Education and Experience
• Bachelors’ degree in business administration or related field.
• 3-4 or years of related finance/operations experience .
• Excellent communication, organization, and interpersonal skills
• Proficiency with Microsoft Suite Applications; Outlook, Word, Excel, PowerPoint
• Project management experience and/or accounting experience preferred
• Experience using Applied EPIC is desired

EEO Statement
G2 provides equal employment opportunities to all individuals regardless of their race, color, creed, religion, gender, age, sexual orientation, national origin, disability, veteran status, or any other characteristic protected by state, federal, or local law.

Other Duties
Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee for this position. Duties, responsibilities and activities may change at any time with or without notice.

G2 Insurance offers competitive salaries and comprehensive benefits and programs including: health and welfare, tuition assistance, 401K, employee assistance program, career mobility, volunteer opportunities, along with many other programs.

G2 provides equal employment opportunities to all individuals regardless of their race, color, creed, religion, gender, age, sexual orientation, national origin, disability, veteran status, or any other characteristic protected by state, federal, or local law.

Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment, qualified applicants with arrest and conviction records.


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