Insurance Agent/Csr

• All other duties as assigned by Management.
• Process cash applications for receipts received from payment on invoices & cash in advance for assigned markets. Have conference calls/ meetings with assigned markets to discuss unapplied cash & prepayments so that items can be applied timely and accurately.
• Answer questions and address issues brought up by various departments: including Sales, Finance, and Collections. Assist with audit requests and special requests as needed Credit card payment processing Process credit applications Provide credit references on request Set up meetings with finance leads once a week.
• Provides administrative support in the collections process.