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    Accounting Representative II - Tulsa, United States - Trinity Employment Specialists

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    Job Description

    Job Description

    Accounting Representative II | Tulsa, OK

    Pay: $18-$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.

    #KA

    Candidate must have a High School Diploma or equivalent.

    0 – 2 years of related experience is preferred but not required.


    * Comply with federal, state, and company policies, procedures, and regulations.
    * Check figures, postings, and documents for correct entry, mathematical accuracy, and proper codes.
    * Debit, credit, and total accounts on computer spreadsheets and databases, using specialized accounting software.


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