Job description

Please apply only using the link near the end of the posting. Indeed applications will will not be reviewed.

Position: Operations Specialist (or Accounting/Data Specialist) - Entry Level to Experienced. We are willing to train.

Summary: Candidate will support agency staff members and serve KorthaseFlinn’s clients by conducting a wide range of client service, accounting, administrative, data, and marketing focused duties in a friendly, professional, and confidential manner.

Company: KorthaseFlinn has humbly served the financial and insurance needs of Northern Michigan families and businesses for more than 95 years. Providing comprehensive benefits, fair compensation, and reasonable flexibility to our employees demonstrates the regard we have for those who support our mission.

Job Type: Full-time, Exempt

Location: Choice of Traverse City, Petoskey, or East Jordan office. We are a retail environment. Due to the demands of this role, in office presence will be required. After training, nominal amounts of work from home may be possible to accommodate the general demands of life. We do our best to support our staff’s needs including occasional remote work when life happens. However, if your goal is to regularly work remotely, this is not currently the right role.

Department: Finance & Operations with exposure all departments: Personal Insurance, Business Insurance, Employer Benefits, Financial Services, and Individual Health Benefits/Senior Services

Qualifications: To perform this job successfully, an individual must be able to deliver each Core Accountability satisfactorily. The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. All applicants must be over age 18, over age 21 preferred, and must live within a reasonable commute of the chosen office. Local candidates only.

What makes this role at KorthaseFlinn right for me?

Do you love to learn?

We are on track to roll out a new website with marketing integrations and consolidate client management across departments under a single system over the next couple months, migrate to NetSuite and Concur for our back end accounting needs shortly thereafter, and within the next couple years a new Agency Management System.

Do you love to see your work positively impact others?

Everything we do is to improve effectiveness and efficiency while to better support to the insurance producers around us. The more we can take off the plates of the producers, the better they can serve existing clients and pursue prospects.

Do you love the idea of driving your own career path?

We respect that some folks want to come to work, dotheir job well, and head home without worrying about the next goal, promotion or etc. Being a mover and a shaker is not a requirement. However, the role will continue to evolve, and one will have to keep pace.

If you want to grow your compensation by proactively tackling the challenges we face and expanding your knowledge and skill set, we welcome your enthusiasm. KorthaseFlinn is constantly evolving creating new opportunities. While there is no set promotion path, mobility to pretty much any job is possible. Some paths will take longer than others. There is no shortage of opportunity for those who prove themselves.

Accountabilities:

Core

• Create a positive experience in every interaction with internal and external customers.
• Maintain confidentiality, both within and outside the agency, of all information encountered in the course of performing assigned duties.
• Pivot gracefully from one task to another and back based on flow of interruptions.
• Greet and assist incoming clients and visitors, including processing client payments.
• Assist in routing overflow call volume from the various call queues.
• Route agency mail within the office or via interoffice on a daily basis. (We work continually to eliminate mail.)
• Participate occasionally in office coverage at various KorthaseFlinn locations.
• Participate actively and cooperatively in a team that supports five offices and growing. There will be a team of three cross trained individuals sharing a range of responsibilities.
• Take ownership of your learning and growth.
• Recognize, accept, and assimilate feedback from clients and team members.
• Coordinate purchasing for all offices.
• Take active role in agency management system data input, maintenance, and monitoring.
• Share in driving technology adoption.
• Contribute to advancing the quality of date collection and reporting.
• Drive quality assurance with reviews of transactions processed by you and other staff members.

Advanced

• Perform higher level accounting functions: Journal Entries, Reconciliations, Financial Analysis.
• Evaluate and Develop Metrics and Supportive Reporting from multiple systems.
• Refine and distill processes with an eye toward increasing automation of rote tasks.
• Coordinate roll out and management of digital marketing campaigns.

The successful candidate’s knowledge, experience, abilities, and desire to grow will ultimately define the initial scope of this role and the depth to which she or he reaches into the Advanced duties over time.

Education: High School Diploma or equivalent required. Baccalaureate/Associate Degree welcome.

Experience: Office and/or computer experience will push your name up on the list.

Skills:

• Concise and effective communication, both written and oral.
• STRONG attention to detail.
• Ability to recognize when to ask additional questions.
• Preference will be given to those with some experience using Excel. Strong preference will be given to candidates with higher level Excel skills or who have worked with any kind of QL reporting tool. However, there is no specific requirement.

Personality:

• Courteous and professional – You will provide a visitor’s first glimpse of KF in the office.
• Must have a clean history – You will be required to submit to a background check by our Broker Dealer. (If you have questions, feel free to bring them up early.)
• Helpful – You like working with others on what matters to them.
• Cooperative – You won’t feel compelled to ask, “Is that really part of my job?”. It just is.
• Humble – You may need to run a vacuum or water plants. We all pitch in.
• Smart, but modest – You might often be the smartest in the room, but don’t flaunt it.
• Willing to learn and think continuously – Mental autopilot is not a thing here.
• Earnest – You are not afraid to dig for the answer but realize that sometimes you need to ask.
• Detailed and accurate – You realize that every detail matters.
• Flexible – You should be open to change but sensitive to its impact on others.
• Adventurous –What? Seriously? At an insurance agency? You expect positive results but are not afraid of interim failures. Our organization and industry are evolving faster than can be summarized.
• Positive and Respectful – Put forth your best and recognize that your team is doing the same.

Compensation and Benefits:

Salary range of $36,000 to high $40,000s based on skills, qualifications, and experience. Potential for some incentives.

Benefit options include multiple medical and dental plans, 401k with Safe Harbor match, employer paid disability (short term covers maternity medical leave), flexible paid time off, and more but long lists are boring.

Application Process:

Please apply only using the following link.

https://hats.totalcsr.com/apply/a025w00000yY1sCAAS

Once you have uploaded your resume and entered a very small amount of biographical info, the system will email you a link to an assessment. The timed part of the assessment is no more than 15 minutes, but cannot be stopped once started. The complete assessment can be expected to take 30-90 minutes. Candidates will receive either an invitation to a video interview or notice that an interview is not requested at the time. If you have any questions about your application status, please email hr@korthaseflinn.com.

Job Type: Full-time

Pay: $36,000.00 - $50,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Disability insurance
• Employee assistance program
• Flexible spending account
• Health insurance
• Life insurance
• Paid time off
• Tuition reimbursement
• Vision insurance

Physical setting:

• Office

Schedule:

• Monday to Friday

Supplemental pay types:

• Bonus pay

Ability to commute/relocate:

• Petoskey, MI 49770: Reliably commute or planning to relocate before starting work (Required)

Work Location: In person

offroadmanagementgroup.com is the go-to platform for job seekers looking for the best job postings from around the web. With a focus on quality, the platform guarantees that all job postings are from reliable sources and are up-to-date. It also offers a variety of tools to help users find the perfect job for them, such as searching by location and filtering by industry. Furthermore, offroadmanagementgroup.com provides helpful resources like resume tips and career advice to give job seekers an edge in their search. With its commitment to quality and user-friendliness, offroadmanagementgroup.com is the ideal place to find your next job.