Financial Transaction Coordinator

5 days ago


Tulsa, Oklahoma, United States Trinity Employment Specialists Full time
About the Job

As an Accounting Representative II, you will be responsible for performing a variety of financial tasks, including collecting premiums, posting payments, and reconciling accounts.

Compensation: $19-$24/HR, DOE

Responsibilities

  • Collect and process premiums from agents and insureds.
  • Post agent payments and reconcile any discrepancies.
  • Follow up with agents on various reports and provide timely responses to their inquiries.
  • Calculate premium due, including fees for reinstatement offers, and create trouble tickets as needed.

Requirements and Qualifications

  • Candidate must possess a High School Diploma or equivalent.
  • Strong proficiency in Microsoft Excel is required.
  • Previous experience in the insurance industry or a related field is desired but not mandatory.
  • Bilingual proficiency in Spanish is a valuable asset.

In this role, you will utilize your analytical skills to perform financial transactions accurately and efficiently. Your excellent communication abilities will also enable you to provide top-notch customer service to our agents and insureds.



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