Business Manager

• Handle accounts receivable and accounts payable, commission tracking
  and providing monthly spreadsheet of commissions to partners, invoicing,
  basic general ledger entries in accounting software.
• Monitor agency budgets and cashflow
• Work with accountant on financial statements and tax returns
• Check three bank accounts daily for Positive Pay confirmations
• Reconcile expense reports from sales team (for two companies)
• Provide vehicle and property changes to insurance company, do a yearly
  review of requirements and a yearly workers’ comp audit (for two
  companies)
• Work with 401(k) company and pension administrator on enrollments,
  terminations, loans, etc and send monthly contributions from payroll
  Complete 401(k) audit annually
• Handle equipment leases
• Order equipment (laptop, etc) as needed for new hire and employees

• Provide salary and expense reimbursement information to payroll service
  for monthly payroll (for two companies)
• Provide new hires employee paperwork for the payroll service and
  enrollment in health, dental, vision, life and disability insurance and 401(k)
• Add new employee health and dental applications through Employee
  Navigator (EN) portal with the insurance agent
• Assist employees with insurance changes through EN portal
• Request and track company email addresses, changes
• Work with Managing Partner regarding employee issues, discipline,
  warnings, etc
• Report FSA contributions monthly to administrative company
• Report COBRA requests to administrative company as needed

• Supervise administrative staff - schedule time off, vacations, etc
• Assist with customer requests, issues
• Manage office supplies
• Oversee CRM software and work with data entry specialist on updates
  and issues
• Oversee and work with administrative staff on Quotes program
• Administrative support for outside sales team
• Pick up mail from post office and distribute