Business Administration Manager (Insurance)

gpac; Los Angeles (CA); Ibrido; USD 85.000 - 110.000; Tempo pieno

Descrizione del lavoro

gpac is seeking a hands-on Business Administration Manager to oversee essential business functions, ensuring daily operations are organized, accurate, and efficient within an insurance agency context.

You will lead accounting, HR, payroll, reporting, and office operations while collaborating with senior leadership and independently managing day-to-day functions.

Competenze

• 5+ years of experience in business administration, operations, accounting administration, office management, HR administration, or a related field.
• Hands-on experience with bookkeeping, AP/AR, reconciliations, and financial reporting.
• Experience with payroll, HR administration, and employee onboarding.
• Strong Excel and Microsoft Office skills.
• Experience with business management, CRM, or agency management systems.

Mansioni

• Oversee bookkeeping, AP/AR, vendor payments, recurring expenses, and client refunds.
• Track and reconcile carrier commissions and customer payments.
• Coordinate bank and credit-card reconciliations.
• Maintain accurate financial records and prepare P&L statements and recurring reports.
• Identify discrepancies and coordinate with outside accounting and tax professionals.
• Manage employee records, payroll administration, PTO tracking, and benefits documentation.
• Support recruiting, hiring, onboarding, and offboarding.
• Coordinate employee system access, technology setup, and carrier access.
• Maintain HR documentation and assist with performance-review administration and compliance.
• Prepare sales, production, retention, financial, and operational reports.
• Track KPIs and maintain management dashboards.
• Validate data and provide timely, accurate information to support leadership decisions.
• Assist with agency management system administration, user permissions, carrier portals, and system data.
• Manage software subscriptions, licenses, and user accounts.
• Coordinate licensing, carrier appointments, renewals, and agency records.
• Coordinate with outside IT providers on employee technology setup, equipment, access, and technical issues.
• Manage office supplies, facilities, equipment, vendors, service providers, and recurring agreements.
• Maintain equipment inventories and technology subscriptions.
• Assist with administrative responsibilities related to company-owned property as needed.
• Document and improve business processes and workflows.
• Create and maintain SOPs, checklists, forms, templates, and training materials.
• Maintain an organized SOP library and identify opportunities to streamline or automate recurring tasks.
• Coordinate outsourced administrative resources, assigned tasks, and turnaround times.
• Maintain workflows and procedures, facilitate communication, and elevate performance or process concerns to leadership.

Conoscenze

5+ years experience

Bookkeeping

AP/AR

Financial reporting

Excel

Microsoft Office

CRM systems

Agency management systems

Project management

HR administration

Strumenti

Agency management system

Descrizione del lavoro

Business Administration Manager (Insurance Agency)

Reports To: President of Operations

Compensation: $85,000-$110,000 annually, depending on experience

Work Arrangement: Hybrid or preferably in-office

Position Overview

We are seeking a hands-on Business Administration Manager to oversee essential business functions and help keep daily operations organized, accurate, and efficient. This role is ideal for someone who enjoys taking ownership, improving processes, developing SOPs, and managing multiple administrative responsibilities.

The Business Administration Manager will oversee accounting administration, HR and payroll, management reporting, office operations, systems administration, vendor coordination, and process improvement. This individual will work closely with senior leadership while independently managing day-to-day business functions.

Key Responsibilities

Accounting & Financial Administration

• Oversee bookkeeping, AP/AR, vendor payments, recurring expenses, and client refunds.
• Track and reconcile carrier commissions and customer payments.
• Coordinate bank and credit-card reconciliations.
• Maintain accurate financial records and prepare P&L statements and recurring reports.
• Identify discrepancies and coordinate with outside accounting and tax professionals.

Human Resources & Payroll

• Manage employee records, payroll administration, PTO tracking, and benefits documentation.
• Support recruiting, hiring, onboarding, and offboarding.
• Coordinate employee system access, technology setup, and carrier access.
• Maintain HR documentation and assist with performance-review administration and compliance.

Reporting & Business Analytics

• Prepare sales, production, retention, financial, and operational reports.
• Track KPIs and maintain management dashboards.
• Validate data and provide timely, accurate information to support leadership decisions.

Agency & Systems Administration

• Assist with agency management system administration, user permissions, carrier portals, and system data.
• Manage software subscriptions, licenses, and user accounts.
• Coordinate licensing, carrier appointments, renewals, and agency records.

IT, Office & Vendor Administration

• Coordinate with outside IT providers on employee technology setup, equipment, access, and technical issues.
• Manage office supplies, facilities, equipment, vendors, service providers, and recurring agreements.
• Maintain equipment inventories and technology subscriptions.
• Assist with administrative responsibilities related to company-owned property as needed.

Process Improvement & SOP Development

• Document and improve business processes and workflows.
• Create and maintain SOPs, checklists, forms, templates, and training materials.
• Maintain an organized SOP library and identify opportunities to streamline or automate recurring tasks.

Outsourced Team Coordination

• Coordinate outsourced administrative resources, assigned tasks, and turnaround times.
• Maintain workflows and procedures, facilitate communication, and elevate performance or process concerns to leadership.

Qualifications

• 5+ years of experience in business administration, operations, accounting administration, office management, HR administration, or a related field.
• Hands-on experience with bookkeeping, AP/AR, reconciliations, and financial reporting.
• Experience with payroll, HR administration, and employee onboarding.
• Strong Excel and Microsoft Office skills.
• Experience with business management, CRM, or agency management systems.
• Ability to coordinate with outside accountants, HR professionals, IT providers, and vendors.
• Strong organizational, project management, communication, and problem-solving skills.
• Ability to manage multiple priorities independently and follow through on deadlines.
• Experience developing SOPs, improving workflows, and implementing processes.
• Insurance agency, brokerage, financial services, or professional services experience strongly preferred.

All qualified applicants will receive consideration without regard to race, age, color, sex (including pregnancy), religion, national origin, disability, sexual orientation, gender identity, marital status, military status, genetic information, or any other status protected by applicable laws or regulations.