Key Responsibilities:

• Manage carrier portals to access and retrieve statements and invoices.
• Support the processing of cash applications in the management system for both agency-billed and direct-billed premiums.
• Handle various payment methods, including wires, checks, and electronic payments.
• Assist in gathering and managing credit reference data.
• Reconcile billing discrepancies and make necessary adjustments for both direct and agency billing.
• Collect overdue commissions on direct billing accounts and manage any related billing corrections.
• Assist in premium collections for agency billing accounts on a 30/60/90-day cycle.
• Issue cancellation notices for overdue premiums on agency billing accounts.
• Retrieve return premiums from carriers and wholesale brokers.
• Support premium financing processes and assist with the preparation of month-end accounting statements.
• Manage email correspondence and organize file attachments.
• Assist in resolving discrepancies with carriers, brokers, and insured clients.
• Support commission downloads into the management system.
• Assist in processing carrier statements and handling payables related to agency billing.
• Help distribute cancellation notices and ensure compliance with service fee agreements.
• Process and apply cash for life and health insurance accounts.
• Provide support for accounts payable functions.
• Work closely with management, demonstrating excellent time management and teamwork skills.
• Utilize advanced Excel and MS Office skills for efficient task management.
• The position offers potential for growth and development within the company.

Qualifications:

• Prior experience working within an insurance agency is required.
• Familiarity with agency management systems such as TAM or EPIC is essential.
• Strong accounting and task management skills are necessary for success in this role.
• Ability to collaborate effectively with the team and management.