Financial Assistant

Requirements

Responsibilities

• Manage data, records, and reports by checking for errors and verifying accuracy of information.

• Assist in preparation of financial statements and reports.

• Update and maintain financial records.

• Prepare spreadsheets for data entry, including sales & cost analysis, accounting information, etc.

• Prepare reconciliations between financial system and internal [portal / CRM ] reports.

• Assist in allocation of customer receipts onto customer ledgers.

• Assist in the reflection of supplier invoices onto financial system.

• Take direction from and report to the financial controller.

• Independently prioritize daily tasks and responsibilities.

• Provide stellar customer service to our clients and be informed on all company policy and practices (including data privacy).

• Assist with audits as necessary.

• Adhere to current accounting/finance laws and regulations.

• Work to company standards.

Skills & Qualifications

• Minimum of 5 years of professional liability underwriting, or at least 3 years of direct cyber insurance underwriting experience.

• Aptitude to attract and retain profitable business.

• Knowledge of cyber underwriting and pricing strategies.

• Sales and marketing skills; must be able to demonstrate successful broker management, including building, maintaining and managing producer and brokerage relationships.

• Experienced in building and leading teams.

• Proven ability to successfully negotiate on all levels.

• Strong track record of service orientation and teamwork.

• University degree or equivalent work experience.

• Experience working within a delegated underwriting framework is an asset.

Our Commitment

BOXX provides opportunities for people who come from all paths. Our team represents a variety of backgrounds, perspectives, and skills. BOXX is a place where everyone has the opportunity succeed. So, however you identify yourself and whatever background you bring, please apply if this is a role that would make you excited to come into work every day.

Locations

BOXX embraces a hybrid work environment with a flexible policy that empowers our employees to decide what is best for their own health and wellbeing. We’re committed to continuing this environment into the future.

* This position is 100% remote anywhere in the United States!