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Pay Range :
$15 - $16 / hour
Our Perks :
Purpose
Performs reconciliation of commission statements and funding payables and resolve account balances
Essential Duties & Responsibilities
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
Last updated : 2024-03-29
Full Time
Insurance
$100k-125k (estimate)
03/31/2024
04/24/2024
confie.com
SAN ANTONIO, TX
1,000 - 3,000
2008
Private
MARIA JIMENEZ
$500M - $1B
Insurance
Confie is aninsurance brokerage firm that offerspersonal and commercial insurance products and services.
The job skills required for Operation associate include Initiative, Written Communication, Microsoft Office, Time Management, Customer Satisfaction, etc. Having related job skills and expertise will give you an advantage when applying to be an Operation associate. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Operation associate. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Operation associate positions, which can be used as a reference in future career path planning. As an Operation associate, it can be promoted into senior positions as a Senior Operations Manager that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Operation associate. You can explore the career advancement for an Operation associate below and select your interested title to get hiring information.