Processes incoming payments for deposit and identifying correct accounts for fund application; additionally files for outgoing payments that are for premium refunds, commission payments, escrow payments, surplus lines taxes, and invoice payments
Supports audit processes and requests, both external and internal
Communicates with clients, vendors and co-workers to accomplish routine and non-routine job duties
Performs peer reviews of transactions processed for quality assurance purposes
Maintains proper supporting documentation related to various payments received and issued
Handles client-related requests, including research tasks and ad hoc reports
Prepares and supports payment requests related to premium refunds, commission payments, and various other processes
Reconciles and processes premium payments received, applying funds to the proper account
Requirements
0-2 years experience (Preferred)
In lieu of the above education requirements, an equivalent combination of education and experience may be considered.