What are the responsibilities and job description for the Agency Operations and Onboarding Specialist position at American Heritage Financial, LLC?
Job Title: Agency Operations & Onboarding Specialist
Location: Pensacola Office
Job Type: Full Time
Job Summary:
AHF is a dynamic, fast-growing company in search of a proactive, detail-oriented individual with a knack for problem-solving. This role is crucial for ensuring the smooth operation of the office and providing essential logistical support to the team.
We are seeking a highly organized and detail-oriented Agency Operations & Onboarding Specialist to join our team. This role is responsible for assisting with onboarding new agents, contracting agents with carriers, handling financial reporting, supporting payroll processes, and performing various office tasks. The ideal candidate must be proficient in Microsoft Excel and QuickBooks Online, with strong analytical and administrative skills.
Key Responsibilities:
Agent Onboarding & Contracting:
- Assist in onboarding new agents, ensuring a smooth transition into the agency.
- Manage agent contracting with various carriers, ensuring all necessary documentation is completed.
- Maintain accurate records of agent licensing and appointments.
Financial Reporting & Payroll Support:
- Prepare and analyze financial reports to support business operations.
- Assist with payroll processing, ensuring accuracy and compliance.
- Reconcile accounts and maintain financial records in QuickBooks Online.
Administrative & Office Support:
- Handle general office tasks such as data entry, document management, and correspondence.
- Provide operational support to management as needed.
- Ensure compliance with company policies and industry regulations.
Qualifications & Skills:
- Proficiency in Microsoft Excel and QuickBooks Online is required.
- Strong analytical and problem-solving skills.
- Excellent organizational and multitasking abilities.
- Attention to detail and accuracy in data management.
- Experience in financial reporting, payroll processing, or administrative support preferred.
- Strong communication skills and ability to work independently.
Education & Experience:
- Bachelor’s degree in business administration, finance, accounting, or a related field preferred.
- Previous experience in the insurance or financial services industry is a plus.
Compensation & Benefits:
- The salary ranges from $37,000 - $40,000 based on experience.
- Benefits include medical, dental, and vision after 30 days and 401k match of 4% after 6 months.
- Opportunities for growth and professional development.
If you are a detail-oriented professional with strong financial and administrative skills, we encourage you to apply and become a valuable part of our team!
Job Type: Full-time
Pay: $37,000.00 - $40,000.00 per year
Benefits:
- 401(k)
- Dental insurance
- Health insurance
- Vision insurance
Schedule:
- 8 hour shift
- Monday to Friday
Work Location: In person
Salary : $37,000 - $40,000
