Pay Range:

$16 - $17.50 / hour $500 sign on bonus is being offered for the individual hired into this role*

Our Perks:

Generous PTO plans, sick pay and health benefits 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 operational support duties that include assisting the Retail Insurance Agency in resolving customer account data discrepancies, escalated issues, and overpayments on auto insurance policies.

Essential Duties & Responsibilities

Provide support to insurance agents by answering emails and/or working ServiceNow tickets Analyze and resolve discrepancies on customer account balances. This includes, but is not limited to, correction and/or creation to policy lines of business, issuing customer refunds, and writing off of fees  Export/receive and save monthly insurance company commission statement data Compile and distribute daily, weekly, and monthly carrier transaction reports Mail customer notifications for returned/disputed payments Calculate and issue refunds for customer overpayments  Add refund check data to customer accounts Verify accuracy of customer refund and return premium checks Log and track returned mail

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

 Working knowledge of Windows, Internet Explorer, and Microsoft Office  Effective oral and written communications skills  Ability to thrive in a high-paced setting, work under pressure, and meet required deadlines Strong time management and organizational skills

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.