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The Business Analyst / Office Manager is responsible for supporting daily financial operations, managing office administration, and assisting with reporting, technology coordination, and internal processes. This role requires strong organizational skills, attention to detail, and the ability to manage multiple responsibilities while maintaining a professional and efficient office environment.

Qualifications

• High school diploma or equivalent required; accounting certificate or degree preferred
• Minimum of 3 years of accounting or bookkeeping experience, including bank reconciliations and financial reporting
• At least 3 years of experience handling financial transactions such as payments, deposits, and balancing accounts; banking experience is a plus
• Strong customer service background in an office setting
• Advanced proficiency with Microsoft Excel, Microsoft Office, and Windows systems
• Experience using QuickBooks
• Strong written communication skills with excellent grammar and spelling
• Comfortable working with technology and learning new systems quickly
• Previous experience with office administration or HR-related tasks
• Knowledge of Property & Casualty insurance is helpful but not required
• Ability to work effectively within a team and contribute to a collaborative work environment
• Strong time management skills with the ability to meet deadlines and maintain productivity

Key Responsibilities

• Perform accounting and bookkeeping tasks including daily reconciliations, deposits, bill payments, invoicing, and financial reporting
• Prepare and maintain management reports such as new business reports, commission and premium reconciliations, incentive reports, renewal reports, and tax-related documentation
• Manage and support agency technology systems, including administration of internal management systems, carrier systems, and website updates
• Assist with marketing communication efforts through email, website updates, and social media platforms
• Develop internal procedures and assist with training staff to ensure processes are followed accurately
• Handle administrative duties such as maintaining business licenses, managing insurance policies, processing employee license renewals, ordering office supplies, and coordinating general office maintenance
• Provide support as a Customer Service Representative or Associate Agent when needed
• Maintain a professional, dependable, and team-oriented approach that contributes to a positive work environment