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Finance Coordinator - Premium Finance Dynamic Specialty Inc. Coral Springs, FL Job Details Full-time $22 an hour 23 hours ago Qualifications Accounting systems Contract documentation review Financing agreements Financial transaction processing Spreadsheets Accurate transaction records management Financial records review Business Administration Data accuracy checks Business Associate's degree Technical Proficiency Certified Loan Processor (CLP) Time management

Full Job Description Position Summary:

Dynamic Specialty Inc. is seeking a highly organized and detail-oriented Finance Coordinator to manage and oversee all premium finance activity within the company. This individual will serve as Dynamic's primary point of contact for premium finance, managing relationships with premium finance companies, assisting agencies with financing options, preparing and auditing premium finance agreements, monitoring funding, and ensuring financed policies are handled correctly from beginning to end. The Finance Coordinator will work closely with agencies, finance companies, Underwriting, Service, Accounting, and Technology to ensure premium finance transactions are accurate, fully documented, and properly reconciled, while identifying opportunities to improve and automate premium finance processes.

Essential Duties and Responsibilities:

Serve as Dynamic's primary point of contact for all premium finance companies, maintaining strong relationships with existing partners and coordinating the onboarding of new premium finance relationships. Maintain a working knowledge of each finance partner's programs, rates, down-payment requirements, payment terms, and guidelines, along with current contact information, agreements, login credentials, and procedures. Prepare premium finance agreements for agencies using Dynamic's approved premium finance relationships, reviewing available options to determine which program best fits each transaction. Verify premium, taxes, fees, down payments, financed amounts, number of installments, payment dates, and other contract details, and audit all agreements for accuracy before they are sent for signature. Track outstanding signatures, down payments, approvals, and funding; correct inaccurate or incomplete agreements; and ensure signed agreements are complete and properly maintained. Assist agencies with premium finance questions, helping them understand down payments, installments, finance charges, and payment requirements, and provide agreements upon request. Follow up with agencies on missing documentation or signatures and help resolve issues between agencies and premium finance companies while upholding Dynamic's finance procedures and requirements. Monitor financed accounts to confirm funds have been received and verify that funded amounts match the corresponding premium finance agreement and policy transaction. Identify missing, delayed, short, or incorrect funding, research discrepancies, and follow them through to resolution, escalating funding, contract, cancellation, payment, or servicing issues directly with finance partners. Work with Accounting to properly identify and apply premium finance payments, and maintain reporting on outstanding contracts, pending funding, funded accounts, and exceptions. Regularly audit premium finance contracts to confirm documentation matches policy and accounting records, identifying duplicate, missing, incorrect, or outdated contracts. Follow established procedures for financed policy cancellations, endorsements, rewrites, reinstatements, and return premiums, partnering with Accounting and Service to ensure changes are properly communicated and documented. Maintain organized, complete records of all premium finance contracts and supporting documentation for audit and compliance purposes. Help create and maintain Dynamic's premium finance SOPs and recommend improvements that make premium financing easier for agencies while maintaining proper financial controls. Partner with Technology and Accounting to automate premium finance processes within Dynamic's online platform and to develop reporting and dashboards that monitor finance activity, funding, outstanding items, and performance. Knowledge, Skills, and Abilities (KSA's): Premium Finance & Insurance Knowledge — Understands premium finance programs, down payments, installment structures, finance charges, and funding processes, as well as how financed policies are affected by cancellations, endorsements, rewrites, reinstatements, and return premiums. Attention to Detail & Accuracy — Demonstrates exceptional precision when preparing, verifying, and auditing financial documents and calculations, ensuring every contract, funding amount, and record is accurate and complete. Organizational & Time Management Skills — Able to manage a high volume of transactions, track outstanding items, and prioritize competing deadlines without losing track of details, while taking full ownership of an end-to-end process. Financial & Technical Proficiency — Possesses strong Excel skills and comfort working with financial systems, reporting tools, and online platforms, with the ability to reconcile data and build reports that monitor activity and exceptions. Analytical & Problem-Solving Skills — Able to identify discrepancies, independently investigate root causes, and follow issues through to resolution in a timely and thorough manner. Communication & Relationship Management Skills — Communicates clearly and professionally, both verbally and in writing, with agencies, financial institutions, and internal teams, building strong working relationships while upholding Dynamic's procedures. Integrity & Accountability — Consistently demonstrates a high level of professional integrity, ethical conduct, and personal accountability for the accuracy of financial transactions and the controls that protect them. Confidentiality Knowledge & Practice — Maintains the highest degree of confidentiality when handling sensitive policyholder, agency, and financial information, partner agreements, and system credentials.

Minimum Qualifications:

Required:

2+ years of experience in premium finance, insurance accounting, billing, or a related finance or insurance operations role. Working knowledge of premium finance agreements, down payments, installments, finance charges, and funding processes. Strong proficiency in Microsoft Excel and experience working with financial or accounting systems. Demonstrated experience reviewing financial documents, performing calculations, and reconciling accounts with a high degree of accuracy. Proven ability to manage a large volume of transactions and track outstanding items through completion. Ability to identify discrepancies and investigate them independently through resolution. Excellent written and verbal communication skills, with the ability to work effectively with agencies, financial institutions, and internal teams. Highly organized, detail-oriented, and comfortable taking ownership of an entire process.

Preferred:

Associate's or Bachelor's degree in Accounting, Finance, Business Administration, or a related field. Experience working with an insurance MGA, carrier, or agency in commercial property and casualty lines. Familiarity with financed policy cancellations, reinstatements, and return premium processing. Experience developing SOPs, reports, or dashboards, or supporting process automation initiatives.

Physical Demands and Work Environment:

Requires extended periods of sitting, computer use, and screen work, along with clear communication via phone, email, and video. Professional office work setting with standard office equipment and moderate noise levels. Fast-paced environment with a high volume of transactions and occasional extended hours during peak periods, month-end close, or audits. Requires handling confidential policyholder, agency, and financial information in compliance with privacy, security, and legal standards.

Pay:

$22.00 per hour

Work Location:

In person