Premium Finance Associate I
Confie Administrative Services
Pay
$15.00 Per HourRole Type
Hybrid: 2 days onsite, 3 days remotePurpose
To support several key Premium Finance operations tasks, which may include payment processing and maintenance, funding of loans, and settlement of Premium Finance contracts
Essential Duties & Responsibilities
Receive, verify, apply, and reconcile customer payments received by mail Create daily deposits and reconcile them to batch totals Log and process NSF payments Execute daily payables process to fund loans and ancillary products Apply a returned premium to settle Premium Finance contracts and issue refunds as necessary Apply mailed-in installment payments to PFA to Finance Pro Post/Deposit installment, renewal, and commission payments to Wells Fargo daily Create and distribute daily deposits, payables, and ACH transfers Process returned mail Perform Flat Cancellation on Premium Finance contract as required Verify and mail customer refund checks Process small balance write-offs as required
Qualifications and Education Requirements
High school diploma or equivalent required Associate'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 Ability to work in office/hybrid setting depending on the role hired
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.
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