Agency Commission Analyst

2 weeks ago


Baton Rouge, Louisiana, United States Confie Full time
Job Title: Agency Operations Associate

We are looking for a meticulous Agency Operations Associate to join our dynamic team at Confie. In this role, you will be instrumental in ensuring the precise reconciliation of commission records and managing funding payables effectively.

Compensation:
  • $15 - $16 / hour
  • $500 sign-on bonus available for the selected candidate*
Benefits:
  • Comprehensive PTO plans, sick leave, and health insurance options
  • Flexible work-from-home and hybrid employment opportunities
  • Confie Enablement Fund/Scholarship Program
  • I-Care Recognition Program
  • Corporate Social Responsibility initiatives
  • Diversity, Equity, and Inclusion Programs
  • Confie Hub and Discount Programs (including Gym Memberships)
Role Overview

The Agency Operations Associate will be responsible for the reconciliation of commission records and the management of funding payables, ensuring all account balances are accurate and resolved promptly.

Key Responsibilities

- Review and reconcile agency commission records with the Agency Management System.

- Record, balance, and reconcile funding payables from Premium Finance.

- Analyze and resolve discrepancies in customer account balances.

- Compile and distribute daily, weekly, and monthly transaction reports from carriers.

- Identify and rectify discrepancies in commission records by collaborating with relevant parties and making necessary adjustments in the Agency Management System.

- Review customer accounts and process refunds as necessary.

- Verify the accuracy of customer refunds and return premium checks.

- Execute small balance write-offs when required.

- Provide support to the Sales Team to enhance customer satisfaction.

Qualifications and Educational Background

- High school diploma or equivalent is required.

- A Bachelor's degree is preferred.

Desired Skills

- Basic proficiency in Windows, Internet Explorer, and Microsoft Office Suite.

- Strong oral and written communication abilities.

- Capacity to thrive in a fast-paced environment, manage pressure, and meet deadlines.

- Excellent time management and organizational skills.

- Keen attention to detail.

Additional Information

This job description is intended to provide a general overview of the position and is not exhaustive. Responsibilities and duties may evolve over time with or without notice.


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