Agency Operations Associate

• Generous PTO plans, sick pay, and health benefits
• Annual bonus based on employment standing*
• Work from home and hybrid model employment
• Corporate Social Responsibility Program
• Diversity, Equity, and Inclusion Initiatives
• Confie Hub and Discount Programs (Gym Membership)

Purpose

Performs reconciliation of commission statements and funding payables, and resolves account balances

Receives, reviews, and reconciles Agency commission statements to the Agency Management System

Records, balances, and reconciles funding payable from Premium Finance

Analyzes and resolves customer account balances

Compiles and distributes daily, weekly, and monthly carrier transaction reports

Identifies discrepancies with commission statements and resolves them by working with appropriate parties and correcting or transacting in the Agency Management System

Reviews customer accounts and issues refunds as required

Verifies the accuracy of customer refund and return premium checks

Performs small balance write-offs as necessary

Provides support to the Sales Team as required to ensure customer satisfaction

Qualifications and Education Requirements

High school diploma or equivalent required

Bachelor'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

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

Notice

As permitted by applicable law and from time‑to‑time, Confie may use a computer system that has elements of artificial intelligence to help make decisions about your employment, including recruitment, hiring, renewal of employment, or the terms and conditions of your employment. Employees with questions about Confie's use of these computer systems should contact Human Resources at

Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.