Job Details

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, ...Operations Associate, Operations, Associate, Manufacturing, Insurance