Finance Specialist

Brown & Brown Insurance • Greensboro, NC

1d

About The Position

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. Brown & Brown is seeking a Finance Specialist to join our growing team in Greensboro, NC. The purpose of the Finance Specialist is to monitor the flow of data within the business while seeking maximum accuracy and completeness. The focus of the role is ensuring data accuracy throughout the entire business platform How You Will Contribute: Handle all post data transfer work and validation, including but not limited to: Aid in monthly preparation of client/policy transfer lists Track transfer requests and revenue movement metrics Perform regular audits of estimated vs. actual business transfers Assist in Accounting Leaders month end workbook as it relates to transferred revenue. Complete consistent data integrity maintenance. Monitor the flow of data, checking for accuracy and completeness. Locate and define process inefficiencies and outline plan of action for efficiency improvement. Support business leaders with reporting and analysis of overall business data measures, including: Retention Attrition New business production Quote to bind ratios Any other requests Identify data gaps to effectively run data analysis and suggest improvements in data quality. Understand workflow processes to analyze current data quality and capture critical fields.

Requirements

• Experience in a similar position
• Proficient knowledge in Microsoft Windows environment, including but not limited to Word, Excel, PowerPoint, and Publisher
• Proficient knowledge with one or more of the following products: Vertafore AMS360, ImageRight, Microsoft Dynamics and Power BI
• Must have strong analytic and quantitative reasoning and enjoy problem solving
• Detail oriented with the ability to self-prioritize
• Ability to meet needs within required timelines and maintain a high level of confidentiality
• Excellent presentation and communication skills

Responsibilities

• Aid in monthly preparation of client/policy transfer lists
• Track transfer requests and revenue movement metrics
• Perform regular audits of estimated vs. actual business transfers
• Assist in Accounting Leaders month end workbook as it relates to transferred revenue.
• Complete consistent data integrity maintenance.
• Monitor the flow of data, checking for accuracy and completeness.
• Locate and define process inefficiencies and outline plan of action for efficiency improvement.
• Support business leaders with reporting and analysis of overall business data measures, including: Retention Attrition New business production Quote to bind ratios Any other requests
• Identify data gaps to effectively run data analysis and suggest improvements in data quality.
• Understand workflow processes to analyze current data quality and capture critical fields.

Benefits

• Health Benefits: Medical/Rx, Dental, Vision, Life Insurance, Disability Insurance
• Financial Benefits: ESPP; 401k; Student Loan Assistance; Tuition Reimbursement
• Mental Health & Wellness: Free Mental Health & Enhanced Advocacy Services
• Beyond Benefits: Paid Time Off, Holidays, Preferred Partner Discounts and more.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed