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 plus
• Experience with Agency Bill accounting, preferred
• Process oriented and detailed; ability to organize/prioritize
• 1-2 years of data entry experience
• Microsoft Word and Excel proficient; 10-key
• Personable phone skills
• High school diploma or GED

Company Description

The Woodlands Financial Group (TWFG) is a national, privately held insurance organization headquartered in The Woodlands, Texas with over 300 retail offices in 16 states, and 2200 wholesale independent agents in 38 states.