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)
PurposePerforms reconciliation of commission statements and funding payables and resolve account balancesEssential 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 DutiesThis 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.