Pay Range:  

$15 - $16 / Hourly

 

Our Perks:_

Generous PTO plans, sick pay and health benefits Annual bonus based on employment standing* 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

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 reconciles to batch totals

Log and process NSF payments

Execute daily payable process to fund loans and ancillary products

Apply returned premium to settle Premium Finance contracts and issue refund 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 of Premium Finance contracts 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 working 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 detail

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