Job Description
Job Description
ESSENTIAL DUTIES AND RESPONSIBILITIES :
- Scan documents and input into management system.
- Daily processing of agent submissions and ensure proper posting to agency management system.
- Input policy payment information into management system and check recreation system.
- Enter data from agency bill statements into management system.
- Reconcile MGA statements to internal agency management system and commissions payable.
- Reconcile, process and review Direct Bill statements for payment.
- Prepare commission statements from carrier websites into Excel spreadsheets for processing.
- Email / telephone response to agents and carriers about various policy questions.
QUALIFICATIONS :
Accounting / Bookkeeping experience a plusExperience with Agency Bill accounting, preferredProcess oriented and detailed; ability to organize / prioritize1-2 years of data entry experienceMicrosoft Word and Excel proficient; 10-keyPersonable phone skillsHigh school diploma or GEDCompany Description
The Woodlands Financial Group (TWFG) is a national, public organization headquartered in The Woodlands, Texas with over 300 retail offices in 16 states, and 2200 wholesale independent agents in 38 states.
Company Description
The Woodlands Financial Group (TWFG) is a national, public organization headquartered in The Woodlands, Texas with over 300 retail offices in 16 states, and 2200 wholesale independent agents in 38 states.