Launch Your Career with Texas First!
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Join a talented team and workplace! Texas First Insurance has served Texans since 1925. It is a community-based independent agency with deep roots and a solid reputation in the industry. Our mission is to protect our client's assets through a commitment to personally understanding and mitigating their risks, which drives us daily. Our clients make us who we are, and we are committed to helping them succeed and build up our local communities.
Job Summary
Responsible for the highest level of customer service. Providing prompt, accurate and courteous service to agency clients. Working independently & collaboratively with clients, producers & company representatives to design & execute a comprehensive insurance program specific to insureds needs. Developing a professional rapport with clients, company representatives and business associates; by maintaining knowledge of commercial lines coverage and company underwriting guidelines. Maintaining security and client confidentiality. Upholding and encouraging a positive work environment.
Helping Texans Build Texas aligning with our organization’s values of Respect, Responsive, Responsible.
Responsibilities and Duties
Daily Duties
- Retrieve and process all bank statements.
- Receive all e-pays, email to Account Managers, and attach in AMS.
- Prepare cash sheet(s) and deposits.
- Receive all finance notes, complete online e-signature process, and retain until funded.
- Code vendor bills and ensure payments are issued every Monday or according to the invoice due date (check/ACH/online).
- Reconcile Direct Bill commission statements and ensure they balance to the General Ledger.*
- Process daily check requests from Account Managers and issue checks.
- Receive all company invoices from Account Managers and move them to the appropriate folder until ready to pay Account Currents.
- Pay Account Currents according to invoice due date or on the 15th of each month per statement.*
- Clear out zero-balance items on the A/R report once weekly (Thursday) and email updates to Producers.
- Assist Account Managers with invoicing and other accounting-related questions as needed.
- Assist with daily processes in the Agency Management System.*
Monthly Duties
- Process month end, including closing procedures and month-end reports.*
- Complete bank reconciliations and ensure all bank accounts balance with statements; prepare entries for posting.
- Reconcile petty cash and process reimbursement.
- Perform Accounts Receivable reconciliation; research >90-day balances, add findings to the report for Jerry’s monthly board meeting, and email reports to all Account Managers.
- Prepare agenda and anniversary cash for the monthly staff meeting.
- Run Producer Commission reports and email to Producers for review.
- Make Producer Commission corrections as needed (shared duty with Amber).
- Complete monthly Finance Company reconciliation.
- Process BCI statements.
- Ensure BCI along with Life & Health entries balance to the Income Statement.
- Post BCI deposits from bank statements to the corresponding companies.
- Review Benefits commissions prior to posting.*
- Make corrections to Producer commissions before processing.*
- Prepare the TFB Commission Report for the CFO.
- Reconcile the Visa statement.
- Prepare Board financial reports.*
Year End Duties
- Prepare and submit 1099 reconciliation.
- Prepare the United Way deduction sheet for the bank/payroll.
- Assist with the annual audit (internal and external).
- Perform any and all other duties as needed to support the agency, clients, and visitors.
Tools & Technology
- Microsoft Office Products (Word, Excel, PowerPoint, Outlook)
- AMS360, ImageRight/Worksmart, Various Carrier Website, Premium Finance Platforms
Specials Skills & Requirements
- Demonstrates strong teamwork skills with a positive, solutions-oriented approach toward co-workers, duties, and the organization.
- Excellent organizational, time-management, and communication skills.
- Analytical and detail-oriented, with the ability to think critically and develop solutions to complex issues.
- Above-average mathematical skills.
- Maintains a professional image consistent with a business-professional environment.
- Respects and protects the confidentiality of clients and associates.
- Highly motivated self-starter with the ability to work independently and efficiently in a fast-paced team environment with minimal supervision.
Education and Special Requirements
- High school diploma or equivalent.
- Associates level or higher education preferred
EOE/Disability/Veteran
Top Skills
What We Do
Member FDIC. Equal Housing Lender. OUR MISSION Helping Texans Build Texas We are a community bank with roots going back to 1962 in Hitchcock, TX. Our customers make us who we are, and we are committed to helping them succeed and build our local communities up. OUR VALUES Our values are what make us who we are and what we also look at to point us on the right path. They are unchanging and guide us in our interactions with you - our customers, partners, employees, and community. -- Above all, be responsive, responsible, and respectful. -- Fairness: Be fair and truthful in all the we do. -- Integrity: Operate with total transparency. Do the right thing at all times and honor the confidentiality of our customers. -- Vision Driven: Anticipate and forecast the future of financial services and how it will impact our customers and employees
