Market Operations Coordinator

🔥 12 hours ago

🇺🇸 United States – Remote

💵 $33 - $38 / hour

⏰ Full Time

🟡 Mid-level

🟠 Senior

⚙️ Operations

👻 Ghost score 0%

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Patriot Growth Insurance Services, LLC

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

Founded 2019

🛡️ Insurance

💸 Finance

🤝 B2B

💰 Debt Financing on 2022-08

Insurance • Finance • B2B

Patriot Growth Insurance Services, LLC is a leading provider of risk management and insurance solutions that focuses on promoting business growth and safeguarding personal goals. With a commitment to delivering unparalleled service, they empower local brokers to offer comprehensive insurance options tailored to meet the diverse needs of businesses and individuals. By leveraging an expansive network of national carrier partners, they specialize in property & casualty and employee benefits, ensuring their clients receive the protection and support necessary to confidently pursue their goals.

📋 Description

• Coordinate operational projects, communications, and administrative activities assigned by the Director, Market Operations • Maintain procedures, tracking logs, records, and supporting documentation • Support Agency Management System administration, transaction processing, document management, reporting assistance, user-request coordination, and issue escalation • Prepare and distribute client invoices and maintain billing schedules and agreement records • Process direct-bill activity, carrier statements, data entry, receipt matching, production recording, and reconciliation support • Prepare and distribute commission statements and support employee, producer, intercompany, broker, and 1099-related commission activity • Review accounts-receivable aging and unapplied transactions and escalate delinquent or disputed balances • Generate client statements and installment invoices and process approved refunds • Support surplus-lines filings and compliance reporting • Complete month-end close activities, reconciliations, reporting schedules, and documentation • Prepare journal-entry and financial-report schedules, research variances, and submit materials for approval • Coordinate vendor invoice processing and payable transactions • Maintain payable subledger documentation and respond to billing, commission, and payment inquiries • Maintain vendor records and contract tracking and coordinate renewal documentation • Support deposits, cash receipts, payment application, bank transfers, finance-company transactions, ACH, and electronic-funds-transfer activity • Complete bank and transaction reconciliations and escalate documentation gaps, errors, reconciling items, and control concerns • Coordinate office services, maintenance, purchases, supplies, inventory, and operational onboarding • Support mail, check, document distribution, deposit, and secure records-handling workflows

🎯 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 established accounting, revenue-recognition, documentation, approval, control, and escalation requirements • Strong communication and organizational skills, including prioritization and deadline management • Ability to research discrepancies, identify routine process issues, recommend practical improvements, and recognize when management review is needed • High attention to detail and commitment to confidentiality, data accuracy, operational controls, and ethical conduct • Experience working at an insurance agency supporting Employee Benefits, Property and Casualty, or both (valuable addition) • Experience with Applied Epic and Microsoft Dynamics 365 Business Central or QuickBooks (valuable addition) • Experience with agency and consulting-fee billing, direct bill, carrier and broker payables, commission accounting, accounts-receivable aging, banking transactions, and month-end close support (valuable addition) • Experience supporting an insurance brokerage with multiple offices or states, acquisition activity, or a matrixed organizational structure (valuable addition) • Associate degree in Accounting, Finance, Business Administration, or a related field (valuable addition)

🏖️ Benefits

• Multiple medical plan options, with preventive care covered at 100% • Free virtual medical and mental healthcare for employees and their families • Dedicated healthcare concierge • Employer-paid short-term and long-term disability coverage • Paid parental leave • Personalized PTO without traditional accruals • Separate sick leave • Competitive 401(k) company match • Comprehensive dental and vision coverage • Employee Assistance Program with confidential mental health, legal, financial, and work-life support • Company paid holidays • Comprehensive health and welfare program extending to family and domestic partners

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