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Finance and insurance manager job description

Updated March 14, 2024
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Example finance and insurance manager requirements on a job description

Finance and insurance manager requirements can be divided into technical requirements and required soft skills. The lists below show the most common requirements included in finance and insurance manager job postings.
Sample finance and insurance manager requirements
  • Bachelor's degree in finance or accounting
  • Minimum of 5 years of experience in a finance or insurance management role
  • Proficiency in financial analysis and forecasting
  • Strong knowledge of financial regulations and compliance requirements
  • Excellent communication and interpersonal skills
Sample required finance and insurance manager soft skills
  • Ability to work well under pressure and meet strict deadlines
  • Strong leadership and team management skills
  • Exceptional problem-solving and decision-making abilities
  • Ability to build and maintain strong relationships with clients and stakeholders
  • High level of integrity and ethics in all business dealings

Finance and insurance manager job description example 1

PIH Health finance and insurance manager job description

PIH Health is a nonprofit, regional healthcare network that serves approximately 3 million residents in the Los Angeles County, Orange County and San Gabriel Valley region. The fully integrated network is comprised of PIH Health Hospital - Whittier, PIH Health Hospital - Downey and PIH Health Good Samaritan Hospital, 27 outpatient medical locations, a multispecialty medical (physician) group, home healthcare services and hospice care, as well as heart, cancer, women's health, urgent care and emergency services. The organization is recognized by Watson Health as one of the nation's Top Hospitals, and College of Healthcare Information Management Executives (CHIME) as one of the nation's top hospital systems for best practices, cutting-edge advancements, quality of care and healthcare technology. PIH Health is certified as a Great Place to Work
TM . For more information, visit PIHHealth.org or follow us on Facebook, Twitter, or Instagram.


Under the supervision of the Patient Accounting Director, this is a management position responsible for Commercial follow up through final resolution of all commercial insurance, worker's compensation, PPO/HMO and Medi-Cal and HMO Medi-Cal patient accounts. Oversees collection and follow-up activities; identification and processing of appropriate write-offs, accurate resolution of all credit balances and prompt response to follow up issues. Ensures compliance to contract billing requirements to include all coding edits. Manages Refund Representative in an effective manner. Manages EOB Review team in an effective manner. Provides timely feedback and education to appropriate departments and staff. Meet and exceed the minimum productivity volume, and standards of work as defined within the departmental policies and procedures. Attains and maintains current AAHAM CPAT certification within 6 months of hire date and throughout employment.

Required Skills

Must have competence with calculators, typewriters, and personal computer software programs
Ability to perform multiple tasks and prioritize appropriately. Strong verbal and written skills
Results oriented professional management skills. Good mathematical skills
Able to perform multiple tasks
Must be able to demonstrate sound decision making and prioritization skills
Good communication skills
Ability to learn new systems, become proficient in development of reports via hospital systems and tools provided, proficient in excel and word document for appeal submission to payers
Requires extensive knowledge of commercial, Medi-Cal, Medicare, and workers' compensation


Required Experience
Required:



High school graduate
Minimum 3 years experience in hospital patient accounting
Attains and maintains current AAHAM CPAT certification within 6 months of hire date and throughout employment




Preferred:



Supervisory experienced is preferred



Beyond the benefits that come with working for the area's leading community healthcare provider - one that also recognizes the need to ensure patient safety and comfort - you'll enjoy an extremely competitive compensation and benefits package. We are an equal opportunity employer and seek diversity in our workforce. EOE M/F/D/V
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Finance and insurance manager job description example 2

National Agents Alliance finance and insurance manager job description

The Alliance is a great opportunity to earn a serious income in both upfront commissions as well as back-end residuals. Whether your career ambitions are to run your own business, or you want to be in the field serving customers, NAA offers a chance to make the kind of money you have always dreamed of making. Our program lets you work from home and set your own hours. If you are self-disciplined, teachable, and enjoy people, we can offer you a minimum income of $75,000/first year by coaching you to effectively use and follow our lead system.

Full Time: $75,000-$125,000 commission based + residual income
Part-Time: $40,000-$75,000 commission based + residual income
Company PAID vacations to qualified agents
Live and online training provided

  • Products: Jet issue mortgage protection insurance, inexpensive term, universal life, final expense, annuities, disability and unique "money back" term life insurance.
  • Leads: Direct mail leads, best leads in the country, and our clients have NO DOUBT what they are responding to, and we have people in the pipeline right now waiting for us to respond to their inquiry for product details.
  • Selling System: Proven, turnkey selling system - if duplicated, you can leave your appointment with a sale, plus referrals. Complete training provided.
  • Management opportunities are available in select areas to qualified agents.
  • Availability: The state requires our representatives to have a current life insurance license. We will assist you in obtaining this license if needed.

Additional Info

  • A State Life Insurance License is REQUIRED to perform the duties of this position.
  • Home computer and or home office.
  • Strong work ethic.
  • Ability to work independently
  • Access to a Laptop Computer is highly desirable.

Job Benefits

Whether you're an industry veteran or a newcomer looking for extra income, The Alliance helps you make the most out of a career in insurance sales.

  • Exclusive, High-Quality Leads. Our in-house lead generation specialists provide the leads for you, so you can concentrate on selling instead of prospecting.
  • High Commissions. Work hard and earn what you want
  • Flexible Schedule. Work full or part-time from home
  • Proven Effective Sales System. Our proprietary sales system teaches you how to take your insurance sales to the next level. Complete training provided.
  • Opportunities for Advancement . Work your way up, earn higher commissions, and start your own agency.
  • Training. NAA University provides free training at your convenience to get you acclimated fast.
  • Support. NAA's staff helps you learn the system, resolve issues, and grow your business every step of the way.

To find out more about The Alliance or to speak to one of our marketing representatives, please click Apply.

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Finance and insurance manager job description example 3

Faulkner Group Inc finance and insurance manager job description

The Faulkner Automotive Group is looking for an enthusiastic, self-motivated Finance and Insurance Manager to join our team! Faulkner is a place you can establish a career and grow with the organization. While automotive experience is a plus, it is not required! We provide training to all our employees and offer continued growth opportunities for those that have excellent talent, energy, and ambition to succeed.
Finance and Insurance Manager Benefits, include:

Top-tier benefits: Medical, Dental and Vision

401k with company match

Paid time off & paid holidays

Employee discounts

Employee referral bonuses

Annual reviews and merit increases

As an F&I Manager, you will work with customers to offer vehicle financing and insurance, and explain aftermarket products and extended warranties. Customers work with the sales team prior to being referred to finance; it is important to provide the sales team with information on the finance and lease programs, as well as the benefits of the dealership's financing and extended service programs. We are looking for a candidate with exceptional communication skills as you will be seeking out new lending institutions and maintaining good working relationships with current lenders, to secure competitive interest rates and financing programs. Accuracy is essential! An F&I Manager must process financing and leasing deals accurately and secure approval through financial sources and the proper federal, state and corporate channels.

The typical schedule for an F&I Director is Monday through Saturday with one day off during the week. F&I Managers are typically scheduled for 45-48 hours per week.

F&I Requirements

· High School Diploma or equivalent required. Bachelor's Degree in Finance or related field highly preferred.

· Experience in the automotive industry, automotive financing perferred

· Ability to manage detail-oriented processes

· Excellent computer skills and very detail oriented, excellent communication skills

· Ability to achieve sales goals with high customer satisfaction ratings

· Ability to work well with customers, co-workers, and lending institutions

· Highest ethical standards

· Valid, clean driver's license

About Faulkner

The Faulkner Automotive Group is a family-owned and -operated automotive group serving Central and Southeastern Pennsylvania with the best vehicles and services. Our dealership group is composed of 30 dealership locations and 23 franchises, making us one of the largest family-run dealer groups in the country.

Faulkner is an Equal Opportunity Employer and a Drug Free Workplace.
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Updated March 14, 2024

Zippia Research Team
Zippia Team

Editorial Staff

The Zippia Research Team has spent countless hours reviewing resumes, job postings, and government data to determine what goes into getting a job in each phase of life. Professional writers and data scientists comprise the Zippia Research Team.