Job Description

OVERVIEW: The Newcoast Finance and Insurance Operations Coordinator is responsible for providing financial data analysis, reconciliation, reporting across key business functions as well as operational and administrative support to the company’s Finance and Insurance Department. This position will provide a high degree of internal satisfaction and requires superior communication, organization, attention to detail, time management skills and advanced proficiency in Microsoft Excel.

A successful Finance & Insurance Operations Coordinator enthusiastically embraces the Newcoast mission statement and values, maintains a high degree of professionalism and supports a high-paced customer focused and results driven team.

KEY TASKS:

• Perform detailed Agency billing reviews to ensure accuracy.
• Conduct monthly Surplus Lines review and manage submissions.
• Update insurance quoting platform as needed.
• Assist with Insurance Agency Management Reporting to support business operations.
• Prepare and analyze Monthly commission reports for internal review.
• Perform Direct bill commission reconciliation to track revenue accuracy.
• Reconcile Producer and Broker commissions to ensure accurate payments.
• Check wire and ACH deposits and enter in finance system
• Finance Deal Posting
• Warranty processing
• Weekly Reconciliation of Finance referral fee file
• Monthly reconciliation of partner income split
• FANS Management (Upload of FANS for Insurance Team, Sending FANS Survey, Notification to RM/BM for Finance Team, manage unresponsive FANS Scores and send to team for follow up)
• Additional duties as directed.

KEY RESULT AREAS:

• Insurance and Finance reporting accuracy and timeliness
• Business Office Support
• Customer Satisfaction (FANS)
• F&I Compliance

QUALIFICATIONS:

• Bachelor’s degree or relevant financial/operational experience
• Proficiency in Microsoft Excel
• Strong organizational skills

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