Confie
Confie is a leading call center located in Tijuana, known for creating an engaging and supportive work environment. Voted as the 'Best Call Center in Tijuana' for 2021, Confie emphasizes the importance of teamwork, job advancement opportunities, and employee well-being through perks like private medical insurance and productivity bonuses. The company focuses on recruiting a diverse workforce and helping employees grow and develop rewarding career paths in customer service, sales, and back-office roles.
Auto Insurance • Renter's Insurance • Motorcycle Insurance • Home Insurance • Boat Insurance
Senior Accountant
January 24
Confie
Confie is a leading call center located in Tijuana, known for creating an engaging and supportive work environment. Voted as the 'Best Call Center in Tijuana' for 2021, Confie emphasizes the importance of teamwork, job advancement opportunities, and employee well-being through perks like private medical insurance and productivity bonuses. The company focuses on recruiting a diverse workforce and helping employees grow and develop rewarding career paths in customer service, sales, and back-office roles.
Auto Insurance • Renter's Insurance • Motorcycle Insurance • Home Insurance • Boat Insurance
📋 Description
• This is a remote position. • Gain a complete understanding of the billing cycle and related procedures, resolve discrepancies, interpret financial statements, and check clients and properties information on salesforce.
🎯 Requirements
• Creating billing reports summary • Using macro-enabled files to merge billing reports • Invoicing steps and key documentation • Use of bill.com for POPIC Fee • Checking of program rate/flow of funds/policy • Use of property list (Zoho) in Salesforce to match the property list tab in the billing summary and its importance • Handling true ups or downs (adjustments) • Learn how to do billing summary and other sheets inside (import templates, invoice import, and key points) • End to end process of billing with captive assignments • Overview of bank reconciliation • Key reconciliation tools (QB) and best practices • Tax payments • Receive payments then record deposits • Pay bills • Familiarity of the accounts • Withdrawal without prior request • Reviewing income statements and balance sheets • Key metrics and financial health indicators • Dividend distribution • Claims audits • Exporting reports • Navigation basics (billing module, bank rec & financials module, reports such as property list, and search features) • Checking policies connected to the captive and property • Updating status in billing module and bank rec & financials module • Reporting • Audit systems and files for accuracy
🏖️ Benefits
• Competitive weekly salary • Excellent location (Zona Río, Tijuana) • Legal benefits • Christmas bonus • Savings fund • Profit sharing (PTU) • Vacation days • Vacation premium • Extra paid days off • Private medical insurance and preventative care • Friendly work environment • Financing and discounts at local restaurants and coffee shops • Growth opportunities
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