Newcoast F&I Operations Coordinator

Fraser Yachts Group; Florida; On-site; USD 55,000 - 75,000; Full time

Job summary

Newcoast Financial Services, LLC is seeking an Operations Coordinator for Finance and Insurance to provide financial data analysis, reconciliation, and reporting across key functions. The role supports the Finance and Insurance Department with strong Excel skills, organization, and timely communications.

You will perform monthly reviews, reconcile commissions, process wire/ACH deposits, and assist with management reporting to help the business run smoothly in a fast-paced 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)

Skills

Microsoft Excel

Strong organizational skills

Education

Bachelor's degree

Relevant financial/operational experience

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.
• A ssist 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)

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

*Newcoast uses E-Verify, an Internet-based system, to confirm the eligibility of all newly hired employees to work in the United States. Learn more aboutE-Verify, including your rights and responsibilities.

Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws.For further information, please review the Know Your Rights notice from the Department of Labor.