Key Facts

Remote From:

Louisiana (USA)

Full time

Mid-level (2-5 years)

29 - 31K yearly

Hard Skills

Management Systems Sales Management Account Analysis Cash Register Transaction Verification Transaction Monitoring Transaction Processing (Computing) Microsoft Operating Systems Customer Experience Improvement Online Communication

Other Skills

•
Microsoft Office
•
Microsoft Internet Explorer
•
Calmness Under Pressure
•
Non-Verbal Communication
•
Ability To Meet Deadlines
•
Time Management
•
Organizational Skills
•
Detail Oriented

Roles & Responsibilities

High school diploma or equivalent required
Bachelor's degree preferred
1-3 years of experience in insurance, banking, finance, or consumer loan industries required
Basic knowledge of Windows, Internet Explorer, and Microsoft Office

Requirements:

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

Confie

Insurance

About Confie

Confie is the largest personal lines insurance agency in the US. Since the day we established ourselves in 2008, we quickly grew to become the nation’s leading independent insurance provider for personal lines. Personal lines insurance includes auto, motorcycle, homeowners, renters, life, and health among others. We are passionate about serving our customers in their local communities through our click, call, or come-in approach. We live by our aspiration to be the most trusted source of insurance solutions so our customers can have peace of mind. In the insurance industry, we have been recognized as the #1 personal lines leader in the nation for the past seven years. Confie is the only independent agency focused on personal lines insurance that consistently ranks in the Top 10 Property/Casualty agencies in the U.S. Our customers know us as friendly, professional, trustworthy, and knowledgeable. They recognize our brands and the great value we provide, and count on us for insurance solutions at competitive prices. We provide them quality coverage in the diverse communities that we serve. We believe that our employees are our brand. Our employees enjoy a positive, dynamic, inclusive and collaborative workplace where performance is rewarded, education is promoted, and employees have exciting opportunities to advance their careers. We strive to help every employee embrace our corporate values in everything they do. We promote a positive, workplace, and find satisfaction in a job well done. The secret to our continued success is our talented, diverse and dedicated employees. We are proud of our leading position in terms of employee diversity within our industry. At Confie, we offer competitive pay, great benefits, work-life balance, and significant upward opportunities for employees with passion. We look forward to you being a part of our team! Disclaimer: *2023 Top 50 Personal Lines Agency in Insurance Journal

Company type: Large

Industry: Insurance

Founded: 2018

Company size: 1001 - 5000

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Job description

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

Bachelor's 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 Confie's use of these computer systems should contact Human Resources at employeerelations@confie.com

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