Pay

• $15.00 Per Hour

Role Type

• Hybrid: 2 days onsite, 3 days remote

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 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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