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Job details

Agency Operations Associate

Pay 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