Entry-Level Position Overview: We are seeking a detail-oriented and customer-focused individual to join our life insurance agency in a dual-role position. This entry-level opportunity combines financial reconciliation responsibilities with policyholder service support, providing an excellent foundation for a career in insurance operations and finance. Skills & Competencies: • Accuracy and attention to detail in data entry and reconciliation work • Problem-solving abilities to identify and resolve discrepancies • Time management skills to meet deadlines and prioritize tasks • Interpersonal skills for working with policyholders, agents, and carrier representatives • Adaptability to learn new systems and processes • Professional demeanor and positive attitude What We Offer: • Competitive entry-level salary • Comprehensive benefits package including health, life, and disability insurance • Paid time off and holidays • Supportive team environment • Work Environment is initially primarily office-based with standard business hours, 8:30am-5:00pm with one hour lunch. Work from home is accommodated based on proficiency after the initial period • The role requires extensive computer use and phone communication STP Enterprises, Inc. is an equal opportunity employer committed to respect and safety in the workplace. Responsibilities: Commission Reconciliation & Accounts Receivable (50%) • Reconcile commission statements from multiple insurance carriers against internal records to ensure accuracy of payments received • Verify commission calculations based on policy premiums, commission rates, and agent contracts • Investigate and resolve discrepancies between carrier statements and expected commission amounts • Maintain detailed records of all commission transactions and reconciliation activities. • Process commission receivables and track outstanding payments from carriers • Prepare regular reports on commission income, aging receivables, and reconciliation status • Communicate with insurance carrier commission departments to resolve payment issues • Assist with month-end and year-end closing processes related to commission accounting Policyholder Services (50%) • Respond to policyholder inquiries via phone, email, and mail regarding policy status, coverage details, and account information • Process policy service requests including beneficiary changes, address updates, and ownership transfers • Assist policyholders with premium payment questions and payment processing • Coordinate policy changes and updates with insurance carriers • Distribute policy documents, illustrations, and correspondence • Maintain accurate policyholder records in agency management system • Support policy renewal and retention efforts • Escalate complex service issues to senior staff or agents as appropriate Qualifications: Required Qualifications: • High school diploma or equivalent (Associate's or Bachelor's degree • preferred) • Strong mathematical and analytical skills with high attention to detail • Proficiency in Microsoft Excel, Word, and Outlook • Excellent organizational skills and ability to manage multiple tasks simultaneously • Strong written and verbal communication skills • Customer service orientation with professional phone manner • Ability to maintain confidentiality and handle sensitive information • Willingness to learn insurance industry terminology and regulations Preferred Qualifications: (not required) • Prior experience or schooling in bookkeeping or accounts receivable • Previous customer service experience in financial services or insurance Compensation: $40,000 Full Time

• Commission Reconciliation & Accounts Receivable (50%)   • Reconcile commission statements from multiple insurance carriers against internal records to ensure accuracy of payments received • Verify commission calculations based on policy premiums, commission rates, and agent contracts • Investigate and resolve discrepancies between carrier statements and expected commission amounts • Maintain detailed records of all commission transactions and reconciliation activities. • Process commission receivables and track outstanding payments from carriers • Prepare regular reports on commission income, aging receivables, and reconciliation status   • Communicate with insurance carrier commission departments to resolve payment issues • Assist with month-end and year-end closing processes related to commission accountingPolicyholder Services (50%) • Respond to policyholder inquiries via phone, email, and mail regarding policy status, coverage details, and account information   • Process policy service requests including beneficiary changes, address updates, and ownership transfers   • Assist policyholders with premium payment questions and payment processing • Coordinate policy changes and updates with insurance carriers • Distribute policy documents, illustrations, and correspondence   • Maintain accurate policyholder records in agency management system • Support policy renewal and retention efforts • Escalate complex service issues to senior staff or agents as appropriate