Accounting Representative | Tulsa, OK | Entry Level Opportunity with Room for Growth!

Pay Range: $17-$20/HR, DOE

Essential Job Functions and Responsibilities:

• Perform premium accounting/clerical transactional activities, with appropriate segregation of duties, which may include the following:
• Collection of premiums.
• Posting agent payments.
• Reconciliation of account discrepancies.
• Follow up with agents on various reports.
• Trace transactions and verify policy information and account status.
• Provide customer service to agents and insureds by phone and/or email regarding billing questions and taking payments.
• Review and calculate premium due including fees for Reinstatement Offers.
• Create trouble tickets (i.e., adjust billing, reverse fees, waive fees, etc.) within billing system as needed.
• Perform other duties as assigned.

Job Requirements:

• Candidate must have a High School Diploma or equivalent.
• Candidate must have experience in Microsoft Excel.
• 0 – 2 years of related experience is preferred but not required.
• Bilingual Proficiency: Ability to speak Spanish is a plus.
• Insurance Industry experience is a plus.

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HS Diploma or Equivalent

1-2 Years of Accounting Knowledge/ Experience Preferred

* Comply with federal, state, and company policies, procedures, and regulations.
* Classify, record, and summarize numerical and financial data to compile and keep financial records, using journals and ledgers or computers.
* Debit, credit, and total accounts on computer spreadsheets and databases, using specialized accounting software.
* Prepare bank deposits by compiling data from cashiers, verifying and balancing receipts, and sending cash, checks, or other forms of payment to banks.