Pay Range:
Our Perks:
Purpose
Performs reconciliation of commission statements and funding payables, and resolves account balances
Essential Duties & Responsibilities
Receives, reviews, and reconciles Agency commission statements to the 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 them by working with appropriate parties and correcting or transacting in the Agency Management System
Reviews customer accounts and issues refunds as required
Verifies the accuracy of customer refund and return premium checks
Performs small balance write-offs as necessary
Provides support to the Sales Team as required to ensure customer satisfaction
Qualifications and Education Requirements
High school diploma or equivalent required
Bachelor's degree preferred
1-3 years of experience in insurance, banking, finance, or consumer loan industries required
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
Notice
As permitted by applicable law and from time-to-time, Confie may use a computer system that has elements of artificial intelligence to help make decisions about your employment, including recruitment, hiring, renewal of employment, or the terms and conditions of your employment. Employees with questions about Confie's use of these computer systems should contact Human Resources at employeerelations@confie.com
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