Agency Operations Associate
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Job Location:
Baton Rouge, LA - USA
Hourly Salary:
$ 15 - 16
Posted on:
14 hours ago
Vacancies:
1 Vacancy
Department:
Job Summary
Pay Range:
- $15.25 - $16.25 / Hour
Our Perks:
- Generous PTO plans sick pay and health benefits
- Annual bonus based on employment standing*
- 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 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
Bachelors 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 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
About Company
Confie is a leading national personal lines insurance distributor serving the standard and non-standard markets.
