F&I Operations Coordinator: Data & Reporting Expert

Marinemax; Florida; On-site; USD 60,000 - 90,000; Full time

Job summary

Newcoast is seeking a Finance and Insurance Operations Coordinator to provide financial data analysis, reconciliation, and reporting across key business functions. The role supports the Finance and Insurance Department with strong Excel skills and exceptional organization.

The ideal candidate will manage agency billing reviews, surplus lines submissions, and monthly commission reports while maintaining accuracy and timeliness in a fast-paced team environment.

Qualifications

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

Responsibilities

• 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.

Skills

Microsoft Excel

Organizational skills

Education

Bachelor’s degree or relevant experience

Job description

Newcoast is seeking a Finance and Insurance Operations Coordinator to provide financial data analysis, reconciliation, and reporting across key business functions. The role supports the Finance and Insurance Department with strong Excel skills and exceptional organization.

The ideal candidate will manage agency billing reviews, surplus lines submissions, and monthly commission reports while maintaining accuracy and timeliness in a fast-paced team environment.