Processing Analyst I

16 hours ago

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Logo of AFCO Direct

AFCO Direct

Insurance Premium Financing β€’ AFCODirect - Insurance Billing & Finance System β€’ Direct Bill β€’ Insurance Funding β€’ Financing for Commercial Accounts

Description

β€’ Serve as a control function to protect the company's collateral β€’ Review, verify, reconcile, and process Premium Finance agreements β€’ Work with Account Executives to provide PF client service β€’ Analyze loan documents for new and endorsed PF agreements β€’ Resolve contract discrepancies with agents β€’ Reconcile distribution of loan proceeds β€’ Complete post-acceptance policy verifications with Carriers β€’ Complete welcome calls with insureds β€’ Monitor timely and thorough completion of loan processing items β€’ Manage draft check payments to retail agent clients β€’ Submit account adjustments and refunds β€’ Communicate with management and sales representatives

Requirements

β€’ High School diploma or equivalent β€’ One year of related experience β€’ Detail-oriented team player β€’ Ability to excel in a fast-paced environment β€’ Ability to multi-task and stay organized β€’ Ability to execute sound judgment and escalate issues accordingly β€’ Ability to communicate with all levels of the organization β€’ Strong communication and customer service skills β€’ Demonstrated proficiency in basic computer applications, such as Microsoft Office software products β€’ Preferred: Bachelor's degree or equivalent education and related training β€’ Preferred: Two years of loan processing and/or Premium Finance industry experience β€’ Preferred: Insurance, lending, or financial services experience

Benefits

β€’ Medical, dental, vision, life insurance, disability β€’ Accidental death and dismemberment β€’ Tax-preferred savings accounts β€’ 401k plan β€’ No less than 10 days of vacation β€’ 10 sick days β€’ Paid holidays β€’ Defined benefit pension plan (dependent on position) β€’ Restricted stock units and/or deferred compensation plan (dependent on position)

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