Finance Coordinator

About Us:
We’re Prestige Trucking Insurance, a trusted leader in the insurance industry, committed to providing top-tier solutions to protect what matters most to our clients. With a focus on exceptional customer service, innovation, and integrity, we are expanding our team to continue delivering peace of mind to individuals, families, and businesses.\

Why Join Us?

• Competitive salary.
• Comprehensive benefits package, including health insurance, retirement plans, and paid time off.
• Extensive training and ongoing professional development.
• Office amenities such as gym, room for parents with kids, and kitchen are available.
• A supportive, team-oriented work environment.
• Opportunities for career advancement in a growing agency.

Key Responsibilities:

• Prepare and manage finance contracts accurately and efficiently.
• Input data from invoices, intake forms, and other sources into computer systems, CRM platforms, and finance databases.
• Enter information directly from producers and CSR's with precision.
• Contacting clients for agency retention/collecting monthly installments.
• Cross-check data entries against source documents for accuracy.
• Update and maintain existing records in databases.
• Retrieve information from databases or electronic files as needed.
• Organize and file paperwork after data entry to ensure payroll distribution.

Skills and Requirements:

• Proven experience in finance, accounting, or related roles.
• Strong proficiency in word processing tools and spreadsheets (e.g., MS Word, Excel).
• Basic knowledge of database systems and functionality.
• Excellent command of English (oral and written) with strong customer service skills.
• Meticulous attention to detail and high accuracy in data handling.

-Must possess or be willing to obtain a 4-40 license.

Behavioral Competencies:

• Strong Work Ethic: Dependable, punctual, and dedicated to achieving goals.
• Adaptability: Thrives in a fast-paced environment and embraces change with a positive attitude.
• Problem-Solving Skills: Proactive in identifying challenges and crafting effective solutions.
• Team Player: Works collaboratively with colleagues and contributes to a positive team atmosphere.
• Accountability: Takes ownership of responsibilities and ensures high-quality outcomes.
• Emotional Intelligence: Exhibits empathy, self-awareness, and professionalism in all interactions.
• Excellent Communication: Clearly articulates ideas and actively listens to foster understanding.
• Attention to Detail: Maintains accuracy and precision in all tasks.
• Conflict Resolution: Handles challenges constructively and maintains a professional demeanor.
• Resilience: Stays motivated and optimistic, even in challenging situations.
• Commitment to Growth: Open to learning, receptive to feedback, and continuously seeks improvement.
• Customer-Focused: Dedicated to providing outstanding service and building strong client relationships.

Salary : $16 - $18