Operations and Finance Administrator
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Allegiant Global Partners is a rapidly growing Employee Benefits and Property/Casualty Insurance brokerage business based in Boston, MA. To maintain the highest degree of client service and company performance as we expand, we are seeking potential S.O.L.V.E.R.S. who share our core values:
Solution-Oriented
Leaders
Value-focused
Empathetic
Reliable
Smart
Allegiant assists global employers with a wide range of international health, welfare and risk services. Our current need is for an Operations and Finance Administrator who can expertly discharge the responsibilities of this position. Prior brokerage or insurance experience is NOT necessary, but a SOLVERS attitude is crucial.
Job Description
Job Overview
To ensure the efficient and effective administration of day to day office operations, to maintain agency and individual insurance licensing, and to keep accurate records of company finances. This includes but is not limited to: running bimonthly company payroll (outsourced to a payroll company), handling receivables and payables, preforming basic QuickBooks entries and adjustments, performing office and vendor management, working with state licensing agencies and insurance carriers for accurate licensing upkeep.
Job Responsibilities
Manage payroll process along with company s payroll company
Handle all receivables and payables
Perform basic QuickBooks operations including journal entries, adjustments and reconciliations
Work with firm s CPA on QuickBooks administration, as needed
Maintain current licenses for firm and individual employees
Maintain relevant insurance compliance requirements
Organize the office layout; order office supplies when needed
Organize and document office operations and procedures; ensure these procedures are being followed by staff
Coordinate with IT department on all office equipment
Manage contracts and price negotiations with vendors and service providers (related to the business)
Provide general support to visitors who come into the office
Assist in the onboarding process for new hires, including phones, email setup, computers, etc.
Plan in-house or off-site activities such as conferences and celebrations
Qualifications
B.A. or B.S. required
Proficiency in QuickBooks, Excel, Word and PowerPoint
Excellent verbal and written communications skills, previous sales experience a plus
Ability to perform at SOLVERS level
Additional Information
All your information will be kept confidential according to EEO guidelines.