Job Description

Pay Range:

• $16 - $17.50 / hour
• $500 sign on bonus is being offered for the individual hired into this role*

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.

Job Tags

Work from home, Relocation bonus,

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