Administrative Coordinator

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers.

MBA Insurance a division of Brown & Brown is seeking an Administrative Coordinator to join its team in Phoenix, AZ!

Summary:

• To perform administrative & clerical functions as assistant to Accounting Leader
• To effectively provide superior service to MBA’s customers while representing MBA in a positive, professional manner
• To provide accurate information, assist with individual needs, and foster positive relationships with customers of MBA

WHAT YOU’LL DO:

Customer Service:

• Answer phones.
• Assist MBA customers with processing and accounts receivables.
• Communicate and provide accurate accounting (payments, deposits, accounts receivable) information to customers and team members in clear and relatable manner.
• Provide customers with general information about MBA to include general questions regarding policy, payments, and processing requests.
• Deliver mail items to the post office when necessary.
• Other duties as assigned

Accounting:

• Monitor and manage billing@mbainsurance.net email.
• Set up and maintain customers in Quick Books, to include initial set-up, payment options, and inactivating at cancellation of policy.
• Apply customer payments timely and accurately.
• Batch daily customer check payments.
• Merchant account reconciliation and data entry.
• Manage deposits due on an account level.
• Assist with processing of cancellation notices for non-payment of premiums.
• Process customer reinstatements timely and accurately.
• Assist in monthly billing process to include applying credits and debits and ensuring information is accurate.
• Processing of customer cancellation & suspension requests, to include recording applicable journal entries and refund checks for AL to finalize and issue.
• Processing of customer non-payment cancellations, to include recording applicable journal entries and refund checks for AL to finalize and issue.
• General bookkeeping, as required, for example, requests to apply excess deposits to premium and returned premiums.
• Review and manage customer chargebacks, to include maintaining log of status, following up with customers and ensuring reversal whether through cancellation of addendums or adding to customer billing for payment.
• Monitor and communicate 90-day outstanding checks to customers, to include stop pay of O/S check and recording when requested for AL to finalize and issue.

WHAT YOU’LL NEED:

Required

• Minimum education of High School Diploma
• Proficient with MS Office Suite
• Exceptional telephone demeanor
• Ability to maintain a high level of confidentiality
• 1 – 3 years’ experience in a similar position

Preferred

• Associate’s or Bachelor’s degree in a business or financial related discipline

WHAT WE OFFER:

• Excellent growth and advancement opportunities
• Competitive pay based on experience
• Paid time off
• Generous benefits package: health, dental, vision, 401(k), etc.
• Employee Stock Purchase Plan

We are an Equal Opportunity Employer. We take pride in the diversity of our team and seek diversity in our applicants.