POSTED Oct 4

Direct Bill Commissions Clerk at RELATION INSURANCE INC

  • Data Entry
  • Fulltime
  • Anywhere (100% Remote) Only
Job Description

Full Job Description

Description:

Relation is among the fastest-growing insurance brokers in the U.S. We work together to bring new products, capabilities and ideas to our clients, while preserving the local relationships and expertise that our clients have come to expect. Our employees and our clients are our top priorities…our success is built upon both and we take that seriously. We offer a competitive compensation package (including benefits), a collaborative team environment and growth opportunities.

We are looking for brilliant minds to come join us in a fast-paced, exciting work environment where having fun while working hard is part of our core values. Our culture encourages personal growth, and success. Are you a team player who enjoys challenging work? Do you believe the client always comes first? Come claim your future with a growing company that can help you be your best. Build a lasting connection with Relation!

POSITION SUMMARY

The Direct Bill Commissions Clerk will provide accounting and general administrative support and is responsible for the processing of direct bill commission statements.

A GLIMPSE INTO THE POSITION

  • Communicates with carriers and business units to obtain commission statements
  • Maintains online carrier logins for both existing business units and new acquisitions
  • Processes benefits, personal and commercial lines direct bill commissions. Enters premiums and commissions from statements received from insurance carriers
  • Processes daily ACH transactions, check deposits, journal vouches, and carrier commission downloads
  • Monitors shared email inboxes and distributes emails as needed
  • General data entry for commission statement conversions and producer compensation
  • Research return commission requests from carriers. Searches customers, policy numbers and commission
  • General administrative duties such as printing to digital files, scanning, faxing, and filing
  • Responsible for the gathering and distribution of daily mail to employees throughout the organization
  • Communicates with Account Managers and other company personnel to resolve discrepancies
  • Performs other duties or projects as assignedRequirements:

SKILLS

  • Working knowledge of Microsoft applications especially Word and Excel
  • Basic knowledge of accounting rules, regulations, policies, and procedures that is reflective of the financial service industry
  • Strong analytical and mathematical skills
  • Strong interpersonal skills; strong oral and written communication

COMPETENCIES

  • Strong problem solving, relationship management and critical thinking skills and the ability to prioritize multiple projects, meetings, and deadlines
  • Willingness to adhere to all principles of confidentiality
  • Must value operating in a collaborative work environment
  • Willingness to assist internal and external customers with any concerns
  • Ability to show initiative, good judgment, and resourcefulness
  • Ability to work independently and on a team

EDUCATION AND QUALIFICATIONS

  • BA in Accounting, Finance, Economics, Business or Statistics preferred
  • Advanced course work in bookkeeping and accounting
  • 2 years finance and accounting experience preferred

Relation Insurance Inc. provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training. 

RELATION INSURANCE INC logo

RELATION INSURANCE INC

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