Agency Bill

Mountain West Insurance & Financial Services • Craig, CO

1d • Onsite

About The Position

The role of Agency Bill is to manage and perform all agency bill accounting procedures necessary for the operation of the agency. To provide, with a positive attitude, a high level of support in obtaining, maintaining, expanding, and servicing company accounts.

Requirements

• Excellent oral and written communication skills
• Strong organizational and time management skills.
• Ability to work productively in a fast-paced, multi-tasking environment.
• Demonstrates honesty, integrity, professionalism, and respect.
• Proficient in using a personal computer, calculator, agency automation systems, and various application/software programs (e.g. MS Word, MS Excel, MS Outlook, Epic).

Nice To Haves

• College degree or equivalent experience preferred.

Responsibilities

• Reconcile and pay company and broker payables.
• Receipt agency bill collections for assigned locations.
• Maintain and review client receivables.
• Invoice agency bill clients and create payment links when requested.
• Reconcile assigned balance sheet reconciliations monthly.
• Perform assigned month end tasks.
• Communicate with AEs all discrepancies.
• Process client returns.
• Review agency bill reports to ensure accuracy.
• Pull and review any agency bill statements from carrier websites as needed.

Benefits

• Medical
• Dental
• Vision
• 401k with company match
• Paid Time Off (PTO)

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: Associate degree