Agency Operations Associate at Confie

Pay Range:$15.25 - $16.25 / HourOur Perks:Generous PTO plans sick pay and health benefitsAnnual bonus based on employment standing*Work from home and hybrid model employmentConfie Enablement Fund/ Scholarship ProgramI-Care Recognition ProgramCorporate Social Responsibility ProgramDiversity Equity and Inclusion InitiativesConfie Hub and Discount Programs (Gym Membership)PurposePerforms reconciliation of commission statements and funding payables and resolves account balancesEssential Duties & ResponsibilitiesReceives reviews and reconciles Agency commission statements to the Agency Management SystemRecords balances and reconciles funding payable from Premium FinanceAnalyzes and resolves customer account balancesCompiles and distributes daily weekly and monthly carrier transaction reportsIdentifies discrepancies with commission statements and resolves them by working with appropriate parties and correcting or transacting in the Agency Management SystemReviews customer accounts and issues refunds as requiredVerifies the accuracy of customer refund and return premium checksPerforms small balance write-offs as necessaryProvides support to the Sales Team as required to ensure customer satisfactionQualifications and Education RequirementsHigh school diploma or equivalent requiredBachelors degree preferred1-3 years of experience in insurance banking finance or consumer loan industries requiredPreferred SkillsBasic knowledge of Windows Internet Explorer and Microsoft OfficeEffective oral and written communication skillsAbility to thrive in a high-paced setting work under pressure and meet required deadlinesStrong time management and organizational skillsAttention to detailsOther 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 noticeNoticeAs 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 Confies use of these computer systems should contact Human Resources at Required Experience:IC Key Skills Business,Information Management,Accounting,Corporate Risk Management,Faculty,Jms Employment Type : Full-Time Department / Functional Area: Administration Experience: years Vacancy: 1 Hourly Salary Salary: 15 - 16