Our client is a rapidly growing independent insurance brokerage known for its transparency, personalized service, and smart, tailored coverage solutions. They combine the agility of a boutique firm with the resources of a larger player, offering a unique opportunity to join a finance team that’s deeply involved in strategic decision-making, not just number-crunching. If you’re looking to grow your career in a dynamic, values-driven environment where your insights directly impact the company’s future, this is the team to join.
Our client is a rapidly growing independent insurance brokerage known for its transparency, personalized service, and smart, tailored coverage solutions. They combine the agility of a boutique firm with the resources of a larger player, offering a unique opportunity to join a finance team that’s deeply involved in strategic decision-making, not just number-crunching. If you’re looking to grow your career in a dynamic, values-driven environment where your insights directly impact the company’s future, this is the team to join.

Responsibilities of the Finance Coordinator include but not limited to:

• Receive and Process incoming payments from Clients, Insurance & Finance Companies. (Cash, Cheques, Credit Cards, E-transfers and Online Bank Payments and EFTs)
• Reconciliation and recording the daily bank activity
• Assist with Applied Pay (CC payments in EPIC)
• Manage return payments and follow up for replacement
• Banking when needed
• Process and Manage outside Financing (First Insurance Funding)
• Manage Agency Bill Accounts Receivable and follow-up
• Maintain and Manage accounts with Collection Agency
• Process Client Refunds and Direct Bill Advances
• Processing of Vendor Payables and Employee Expenses
• Reconciliation of Direct Bill Commissions
• Amex and Mastercard monthly reconciliations
• Assist with month end closing
• Other duties as assigned

• Receive and Process incoming payments from Clients, Insurance & Finance Companies. (Cash, Cheques, Credit Cards, E-transfers and Online Bank Payments and EFTs)
• Reconciliation and recording the daily bank activity
• Assist with Applied Pay (CC payments in EPIC)
• Manage return payments and follow up for replacement
• Banking when needed
• Process and Manage outside Financing (First Insurance Funding)
• Manage Agency Bill Accounts Receivable and follow-up
• Maintain and Manage accounts with Collection Agency
• Process Client Refunds and Direct Bill Advances
• Processing of Vendor Payables and Employee Expenses
• Reconciliation of Direct Bill Commissions
• Amex and Mastercard monthly reconciliations
• Assist with month end closing
• Other duties as assigne