Finance Manager manages the daily financial activities and functions for an organization including accounting, budget, credit, insurance, tax, and treasury. Ensures all financial operations are in compliance with governmental rules and regulations. Being a Finance Manager forecasts and manages a cash flow that meets the needs of the company. Provides guidance to managers in financial reporting objectives and standards to ensure accurate, compliant and useful financial reporting is produced. Additionally, Finance Manager oversees the budget process and works with managers to produce and manage effective budgets. Acts as an advisor to management on regulations and other matters that may impact the financial activities of the company, engaging with outside consultants if applicable. Requires a bachelor's degree. Typically reports to a senior manager or director. The Finance Manager manages subordinate staff in the day-to-day performance of their jobs. True first level manager. Ensures that project/department milestones/goals are met and adhering to approved budgets. Has full authority for personnel actions. To be a Finance Manager typically requires 5 years experience in the related area as an individual contributor. 1 - 3 years supervisory experience may be required. Extensive knowledge of the function and department processes. (Copyright 2024 Salary.com)
Management
advantage of those opportunities.
production goals and improve performance.
schedule periodic carrier meetings, and maintain carrier appointments.
Department
workflow and handling daily issues and tasks.
analysis of all factors involved in a business situation,
coverage, market and solidify coverage after presenting proposal to Finance Enterprise Audit
Committee,
necessary change.
Performance based on results.
Agent Services:
Managers with accuracy and within standard turn around period.
o Pre-underwrite new and renewal risks. Prepare quotation as needed, prepare, and submit
applications to carriers and/or complete quote and bind process using carrier’s online process.
Update Agency Management system accordingly.
o Pre-underwrite endorsements prior to processing to insurance carriers and/or endorse changes
using carrier online systems. Update Agency Management system accordingly.
o Work with carrier to seek approval to reinstate risks.
o Issues proof of insurance and vehicle identification cards accordingly.
o Respond to carrier underwriting requests.
o Provide customer service to policyholders in the absence of the agent.
o Perform other duties as assigned.