Address
Form of work
SalaryPay Range:
- $15 - $16 / hour
Our Perks:
- Generous PTO plans, sick pay and health benefits
- Work from home and hybrid model employment
- Confie Enablement Fund/ Scholarship Program
- I-Care Recognition Program
- Corporate Social Responsibility Program
- Diversity, Equity and Inclusion Initiatives
- Confie Hub and Discount Programs (Gym Membership)
Purpose
Performs reconciliation of commission statements and funding payables and resolve account balances
Essential Duties & Responsibilities
Receives, reviews, and reconciles Agency commission statements to Agency Management System
Records, balances, and reconciles funding payable from Premium Finance
Analyzes and resolves customer account balances
Compiles and distributes daily, weekly, and monthly carrier transaction reports
Identifies discrepancies with commission statements and resolves by working with appropriate parties and correcting or transacting in Agency Management System
Reviews customer accounts and issues refunds as required
Verifies accuracy of customer refund and return premium checks
Performs small balance write-offs as necessary
Provides support to Sales Team as required to ensure customer satisfaction
Qualifications and Education Requirements
High school diploma or equivalent required
Bachelor's degree preferred
Preferred Skills
Basic knowledge of Windows, Internet Explorer, and Microsoft Office
Effective oral and written communication skills
Ability to thrive in a high-paced setting, work under pressure, and meet required deadlines
Strong time management and organizational skills
Attention to details
Other Duties
This job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.
CORBU
Experience
Required- 1 - 3 years: Experience in insurance, banking, finance, or consumer loan industries required
Education
Preferred- Bachelors or better
