Agency Operations Associate
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
TL;DR
Agency Operations Associate: Performing reconciliation of commission statements and funding payables with an accent on resolving account balances and ensuring financial accuracy. Focus on identifying discrepancies, managing carrier transaction reports, and supporting the sales team to maintain high customer satisfaction.
Location: Must be based in the USA (Baton Rouge, LA office or remote/hybrid options if eligible).
Salary: $15.25 - $16.25 / Hour
Company
is a national insurance distribution company committed to providing comprehensive insurance solutions and an inclusive workplace.
What you will do
- Reconcile agency commission statements and funding payables.
- Analyze and resolve customer account balances and discrepancies.
- Compile and distribute daily, weekly, and monthly carrier transaction reports.
- Issue customer refunds and verify the accuracy of return premium checks.
- Perform small balance write-offs as necessary.
- Provide operational support to the sales team to ensure customer satisfaction.
Requirements
- High school diploma or equivalent required.
- 1-3 years of experience in insurance, banking, finance, or consumer loan industries.
- Proficiency in Microsoft Office and basic computer skills.
- Strong time management, organizational skills, and attention to detail.
- Ability to thrive in a high-paced setting and meet deadlines.
- Effective oral and written communication skills.
Nice to have
- Bachelor's degree.
Culture & Benefits
- Comprehensive benefits package including medical, dental, vision, and life insurance.
- Retirement Plan (401k) with company-matched contributions.
- Performance-based bonuses.
- Paid time off and flexible work options.
- Education advancement via scholarship fund and fitness reimbursement.
- Employee Assistance Program for personal or professional support.
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