Monitor 100% of daily sales, ensuring correct integration between systems.
Validate and ensure that sales data is correctly reflected between the CRM and the management system.
Perform weekly data reconciliations, identifying and correcting discrepancies.
Execute portfolio maintenance, including processing cancellations and updating policies.
Close sales commissions for agents, including calculations, adjustments, and reporting.
Manage payments, payroll, and the issuance of invoices.
Control commission receipts and organize future financial projections.
Keep cash flow aligned with company targets.
Prepare management reports and data analyses to support strategic decisions.

Advanced Excel skills (VLOOKUP, PivotTables, and complex formulas).
Highly analytical and well-organized.
Ability to identify issues and propose improvements to processes and data flows.
Experience with financial and operational routines.
Organized and able to manage deadlines and closing schedules.

Financial Administrative Analyst – Insurance Brokerage

Key skills