Job Closed
This listing is no longer active.
Premium Finance Manager – MGA and Carrier Programs
Location
Illinois
Posted
30 days ago
Salary
$92.6K - $154.7K / year
Seniority
Senior
Job Description
Premium Finance Manager – MGA and Carrier Programs
Ameris Bank
• Developing and managing sales and relationship management for this channel • Managing existing relationships with the specific goal of solidifying and growing profitable relationships • Developing and executing the growth strategy of the business channel • Setting and managing strategies to optimize resources, enhance market presence, and drive high performance • Managing marketing strategy for the channel in concert with marketing and leadership team • Creating and developing programs for channel and ensuring its implementation • Developing metrics for third party, MGA and carrier programs, and ensuring the successful achievement sales goals • Maintaining sales management and reporting tools to achieve business objectives • Developing effective sales strategy and ensuring its timely implementation • Traveling throughout the country to assess performance, resolve problems, communicate directives, and drive engagement with business partners and sales employees • Formulating and implementing policies, sales management procedures and processes • Managing client relationships and working with sales reps and account executives • Keeping current with demand and supply of company’s services, changing trends and its competitors • Developing creative sales technique and tactics to meet business goals • Developing sales presentations and RFP’s for clients • Recruiting and training sales employees for effective delivery • Participating in market strategy building by providing useful information from sales activities • Working with Director of Operations and technology team to ensure infrastructure and procedures evolve to support channel growth, and provide solutions required by third party and program partners • Managing budgets, reviews and approving expenditures • Maintaining working knowledge of bank policies and procedures
Job Requirements
- 5+ years’ defining strategy and executing on the management and growth of MGA and Carrier program business
- 5+ years of experience in sales management
- 5+ years of experience in premium finance
- 5+ years of experience in premium finance operations
- Bachelor’s degree in finance or a similar field, or minimum of 15 years of direct experience in sales and marketing, including growth strategy required.
- Advanced proficiency in Microsoft Office Suite products, including Excel, Word, and PowerPoint.
Benefits
- Medical, Dental and Vision Insurance
- Life Insurance provided at no additional cost to employees
- Accidental Death & Dismemberment Coverage
- Long-Term Disability Coverage
- Paid Sick and Vacation Leave
- 11 Holidays
- Volunteer/Service Day
- Employee Stock Purchase Plan
- 401(k) Retirement Plan
- Ameris Bank matches 50% of your first 8% of contributions to the plan
- Flexible Spending Accounts
- Health Savings Account
- Health Reimbursement Arrangement
- Supplemental Life & Other Insurance Plans
- Identity Theft Protection
- Pet Insurance
- Legal Insurance
- Employee Assistance Program
- Employee Advocacy Program
- Tickets at Work (Entertainment discounts for Ameris Bank Employees)
- AT&T Employee Discount
- Wellness Discounts for Medical Premiums and Other Rewards
- Employee Referral Incentive
- Education Assistance
Related Guides
Related Categories
Related Job Pages
More Financial Planning and Analysis Jobs
• Support the Financial Advisor with the creation of customized financial plans • Organize client’s financial documentation and information as necessary • Provide an accurate summary of clients’ personal information, current financial position, and asset allocation • Review and summarize insurance details • Review and summarize estate plan details • Review and summarize tax returns details • Create financial planning reports/analyses utilizing MoneyGuide Pro, eMoney, Morningstar and other planning tools • Communicate directly with the Advisor and/or client to obtain additional information and ask questions regarding the financial plan • Identify areas of opportunity and coordinate specific recommendations with the Financial Advisor and Advanced Planning peers. • Complete Financial Plan for delivery to client • Record notes and pertinent details in Salesforce regarding client communications, inquiries, and actions related to the planning request as necessary • Participate in Financial Plan presentations and reviews as necessary to present planning concepts and analyses to the client • Provide technical planning expertise and support • Participate in the research and response of general technical planning inquiries from Advisors and other team members • Provide subject matter expertise (SME) & support • Proactively share expertise and knowledge via various forums • Support the Team with the creation and/or maintenance of Advisor and Client resources and collaterals • Identify resource requirements and details • Research and identify necessary data and incorporate as necessary • Format in clean, professional manner for review and approval by applicable parties • Support team and company initiatives and participate in WEGs “all sharing” collaborative culture. • Participate in the planning and implementation of corporate/team initiatives • Attend and participate in Micro-Monday sessions and other company meetings • Provide timely responses to questions • Contribute positively to problem solving • Provide Training support to peers and new team members
• Support and coordinate the organization’s annual budgeting process, including budget system administration, process management, implementation, and communication across all levels of the organization. • Manage and maintain the budget payroll system, ensuring accurate reporting and analysis of Full-Time Equivalents (FTEs), salary expenditures, and other key financial metrics. • Contribute to the development and execution of operational budgets, ensuring alignment with organizational objectives and strategic priorities. • Prepare financial and statistical analyses, dashboards, graphs, and presentation materials, providing analytical support to finance teams and operational stakeholders. • Generate and review month-end financial reports related to volume statistics, ensuring accuracy and timely distribution. • Serve as a key resource for budget and financial inquiries by maintaining documentation, FAQs, and training materials. Provide timely responses to management requests regarding financial statements, budgets, forecasts, and other accounting-related matters.
• Internal Financial Operations: Assist with day-to-day corporate AP and accounting tasks—living our mission by helping manage workflows, vendor records, and internal reconciliations. • SaaS Metric Tracking: Support the team in tracking and organizing key SaaS growth data (such as ARR, MRR, customer churn, and net revenue retention) for executive dashboards. • Expense Management Support: Help process internal employee expense reports, manage corporate spend logs, and cross-reference purchasing documentation. • Month-End Close Support: Partner with internal accountants during the month-end closing process, assisting with bank ledger updates, data verification, and journal entries. • Platform & Tool Testing: Gain deep product knowledge by utilizing modern ERP integrations (like NetSuite, Sage Intacct, or QuickBooks) and seeing how financial data maps across systems. • Ad-Hoc Projects: Help research market trends, organize data for financial audits, and support special strategic projects for the corporate operations team.
Revenue Accounting and Billing Manager - Finance
ShareGate- frLa transparence, c'est notre façon de recruter — pour toi comme pour nous. Ton parcours commence par un échange avec un.e recruteur.euse, suivi d'un entretien virtuel avec le ou la gestionnaire d'embauche et un·e autre interviewer. Ensuite, tu complètes une étude de cas à faire chez toi, puis tu rencontres de futur.es collègues pour en discuter et collaborer. Si on s’entend des deux côtés, on passe à l'offre. Dans un souci de transparence : on utilise l'IA pour soutenir certaines parties du processus, mais chaque décision d'embauche reste fermement humaine. On s'engage à offrir à chaque candidat.e un processus inclusif et réfléchi. On a hâte de te le montrer. En postulant, tu confirmes avoir lu et accepté notre politique de confidentialité.
Role Description Concrètement, à quoi va ressembler ton poste ? - Tu prends en charge la deuxième moitié du moteur de revenus — tout ce qui se passe après la signature d'un contrat et avant que l'argent atterrit dans le compte. - Chaque abonnement vendu, chaque renouvellement, chaque demande tombe dans les mains de ton équipe. - Ton mandat : faire en sorte que chaque transaction soit correctement tarifée, facturée, comptabilisée et encaissée — sans laisser traîner les exceptions. Responsabilités : - Garantir l'intégrité de chaque dollar de revenus d'abonnement en pilotant la clôture mensuelle — journaux de revenus, calendrier de revenus différés, réconciliations et analyse des écarts. - Faire fonctionner les systèmes derrière la facturation en agissant comme propriétaire fonctionnel de la couche revenus dans NetSuite (Advanced Revenue Management). - Réduire le DSO et les exceptions manuelles chaque trimestre en diagnostiquant et corrigeant les problèmes à la source. - Faire tourner le cycle order-to-invoice sur plusieurs entités de facturation avec précision, délais, et conformité en matière de taxes indirectes. - Déployer l'IA dans les workflows de l'équipe pour automatiser les tâches répétitives et détecter les anomalies plus vite. - Exécuter les projets structurants portés par la direction — migration des clients US vers l'entité américaine, revue de la stack technologique revenus. Qui est l’équipe que tu vas rejoindre ? - Tu rejoins l'équipe Finance aux côtés de l'équipe Dépenses, avec des relations régulières avec Revenue Operations et Customer Success. - Tu relèves de la directrice, Finance et tu gères directement trois personnes. - L'équipe est solide — elle n'a pas besoin d'être micromanagée, mais elle a besoin d'un.e gestionnaire capable de trancher sur les cas complexes. Quels sont les prochains défis qui attendent ton équipe ? - Moins d'exceptions manuelles chaque trimestre. - Un transfert CRM-ERP plus serré. - Moins de temps entre la signature et la facture. - Plus d'automatisation dans les recouvrements. - Optimisation fiscale liée à l'entité américaine. - Revue complète du stack technologique revenus. Qualifications - CPA, avec 7 à 10 ans d'expérience en finance dont au moins 3 dans un rôle de comptabilité des revenus. - Maîtrise solide des mécaniques d'abonnement — facturation récurrente, amendements, renouvellements. - Bonne connaissance des NCECF (section 3400) en contexte d'abonnements. - Expérience mains-dans-la-machine avec NetSuite ou un ERP équivalent. - Expérience en taxes indirectes/ventes en contexte SaaS. - Leadership direct : tu as géré une équipe, fixé les priorités et développé tes employés directs. - À l'aise avec les outils IA dans un contexte finance ou opérations. Requirements - Fourchette salariale : 120-150k $ CAD. - La fourchette salariale affichée reflète notre échelle de rémunération au Canada. Benefits - Chez Workleap, on construit des logiciels au cœur de l'expérience de travail. - On avance vite. Les priorités évoluent, les décisions se prennent avec l'information qu'on a. - On est des bâtisseurs. On fait ce qu'il faut pour avancer. - Si tu veux de l'impact réel et un endroit où tes décisions comptent, c'est ici. Company Description ShareGate est développé par Workleap Technologies, une entreprise de logiciels basée à Montréal.
