Finance Associate

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

Brown & Brown is seeking a Finance Associate to join our growing team in San Antonio, TX!

Under the direct supervision of the Accounting Leader, the TSG Premium Finance manager and/or the PCL, the Finance Associate's responsibility is to set up, maintain and oversee all premium financing loans for our insured's along with growing revenues for the finance company.

How You Will Contribute :

• Generating premium finance (PF) agreements.
• Review loan applications for accuracy and completeness.
• Establish new loans in the PF system and process accordingly.
• Post payments received to the proper account on a daily basis.
• Address all loan maintenance issues and problems.
• Review system reports to generate notices for CL delinquent loans.
• Review system reports for potential PL loan reinstatements.
• Process NSF payments and monies that need to be returned for overpayment or other reasons.
• Provide customer service on all accounts and answer agent and insured's questions about the status of loans.
• Capture check deposits daily via Wells Fargo Remote Capture.
• Process insured EFT agreements on a daily basis.
• Meet monthly goals established for TSGPF.
• Perform other related work as requested by management.
• Perform month end/year end close

Skills & Experience to Be Successful :

• High school diploma or equivalent.
• Above average communication skills.
• Ability to multi-task.
• Professional and friendly attitude and mannerism including telephone etiquette.
• Intermediate to advanced computer skills.

Preferred:

• Previous experience in a business or financial related discipline.
• Bilingual

Teammate Benefits & Total Well-Being

We go beyond standard benefits, focusing on the total well-being of our teammates, including:

• Health Benefits : Medical/Rx, Dental, Vision, Life Insurance, Disability Insurance
• Financial Benefits : ESPP; 401k; Student Loan Assistance; Tuition Reimbursement
• Mental Health & Wellness : Free Mental Health & Enhanced Advocacy Services
• Beyond Benefits : Paid Time Off, Holidays, Preferred Partner Discounts and more.

Not reflective of all benefits. Enrollment waiting periods or eligibility criteria may apply to certain benefits. Benefit details and offerings may vary for subsidiary entities or in specific geographic locations.

The Power To Be Yourself

As an Equal Opportunity Employer, we are committed to fostering an inclusive environment comprised of people from all backgrounds, with a variety of experiences and perspectives, guided by our Diversity, Inclusion & Belonging (DIB) motto, "The Power to Be Yourself".