Agromind
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Member Financial Transaction Specialist
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Agromind . Overview Why AGIA?
AGIA Affinity is an established but growing insurance and benefits marketing partner to some of the largest and most iconic associations and organizations in the country. Our clients include many veterans' organizations and ensuring that our servicemembers have the coverages they need when they need it is at the heart of everything we do. For 66 years we have sought to improve the lives of not only our client members but our internal members as well. Position Summary
The Member Financial Transaction Specialist makes up a fast-paced team that ensures that premium payments are processed while providing excellent customer service to clients and policyholders. This role maintains policies for the members of the National Guard and ensures that member requests and premiums are processed timely. They ensure that all member financial transactions are processed, controlled, reconciled and researched as required within service level and audit standards. Essential Job Functions Process payments and deposits: lockbox and online bill pay. File lockbox web exceptions. Electronic payments. Manual payments. List bill/payroll deduction/allotment payments. Remote deposit processing. Refund and commission check disbursement processing. NSF, chargeback and EFT return processing. Phone payments as necessary.
Responsible for policy/account maintenance including billing upgrades. Process the Suspense analysis. Responsible for daily and monthly process reconciliations and controls. Accountable for research and resolution of customer payment and refund issues. Post accounting journal entries as required. Responsible for funds transfer initiations as required. Answer and follow up on all customer service telephone calls. Create customer correspondence as needed. Accountable for maintaining expertise in policy changes, offerings, solicitations. Enroll CESA members as follows: Alternate payees in CSEA membership dues. CSEA members in EA+ as necessary. Assist Underwriting as needed. Perform other miscellaneous functions and special projects as assigned.
Qualifications
Education/Certification:
Associate's degree in Accounting or minimum of two years college level accounting coursework. Required Experience:
Minimum of two years banking, accounting, or investment firm operations. Required Knowledge:
Knowledge in commercial banking operations and investment firm operations. Skills/Abilities:
Intermediate proficiency in MS Office. Intermediate proficiency with accounting software Microsoft Dynamics GP (Great Plains) preferred. Attention to detail. Ability to work in a fast paced and changing environment. Travel:
No domestic travel. Work Schedule:
Regular office schedule. Seniority level
Entry level Employment type
Full-time Job function
Management and Manufacturing
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Member Financial Transaction Specialist
role at
Agromind . Overview Why AGIA?
AGIA Affinity is an established but growing insurance and benefits marketing partner to some of the largest and most iconic associations and organizations in the country. Our clients include many veterans' organizations and ensuring that our servicemembers have the coverages they need when they need it is at the heart of everything we do. For 66 years we have sought to improve the lives of not only our client members but our internal members as well. Position Summary
The Member Financial Transaction Specialist makes up a fast-paced team that ensures that premium payments are processed while providing excellent customer service to clients and policyholders. This role maintains policies for the members of the National Guard and ensures that member requests and premiums are processed timely. They ensure that all member financial transactions are processed, controlled, reconciled and researched as required within service level and audit standards. Essential Job Functions Process payments and deposits: lockbox and online bill pay. File lockbox web exceptions. Electronic payments. Manual payments. List bill/payroll deduction/allotment payments. Remote deposit processing. Refund and commission check disbursement processing. NSF, chargeback and EFT return processing. Phone payments as necessary.
Responsible for policy/account maintenance including billing upgrades. Process the Suspense analysis. Responsible for daily and monthly process reconciliations and controls. Accountable for research and resolution of customer payment and refund issues. Post accounting journal entries as required. Responsible for funds transfer initiations as required. Answer and follow up on all customer service telephone calls. Create customer correspondence as needed. Accountable for maintaining expertise in policy changes, offerings, solicitations. Enroll CESA members as follows: Alternate payees in CSEA membership dues. CSEA members in EA+ as necessary. Assist Underwriting as needed. Perform other miscellaneous functions and special projects as assigned.
Qualifications
Education/Certification:
Associate's degree in Accounting or minimum of two years college level accounting coursework. Required Experience:
Minimum of two years banking, accounting, or investment firm operations. Required Knowledge:
Knowledge in commercial banking operations and investment firm operations. Skills/Abilities:
Intermediate proficiency in MS Office. Intermediate proficiency with accounting software Microsoft Dynamics GP (Great Plains) preferred. Attention to detail. Ability to work in a fast paced and changing environment. Travel:
No domestic travel. Work Schedule:
Regular office schedule. Seniority level
Entry level Employment type
Full-time Job function
Management and Manufacturing
#J-18808-Ljbffr