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Discrepancy Associate
Brown & Brown Insurance. Research and resolve bank reconciliation discrepancies .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates proficiency in bank reconciliation processes, including resolving discrepancies and issuing payments. Strong communication skills are essential for interacting with carriers, agents, and clients while managing financial transactions accurately.
Highest-signal resume keywords
Bank ReconciliationMS Excel FormulasPayment ProcessingAccounting ExperienceCommunication Skills
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Bank ReconciliationPayment ProcessingAccountingFinancial AnalysisData Entry
Soft Skills
Communication SkillsProblem-SolvingAttention to Detail
Tools & Technologies
MS OfficeMS Excel
Certifications & Qualifications
High School DiplomaGED
Industry Keywords
InsuranceFinancial ServicesDiscrepancy Resolution
About the role
Key responsibilities & impact- Research and resolve bank reconciliation discrepancies
- Contact carriers and/or agents for current payment status
- Reissue or refund premiums as needed
- Issue rush payments via check or credit card
- Update systems and bank reconciliations with notes related to reissues or refunds
- Call and resolve outstanding checks
- Research and collect outstanding discrepancies
- Respond to requests about check status
- Issue stop payments as needed
- Communicate with carriers, agents, clients, borrowers, departments, and leaders
- Assist with special projects and act as a department backup
Requirements
What you’ll need- High School Diploma/GED
- Must have excellent attendance and no prior disciplinary action(s)
- Ability to work holidays and overtime as required
- Must be proficient with MS Office
- Must be proficient with MS Excel formulas and macros
- Preferred: Associate’s or Bachelor’s degree in a business or financial related discipline
- Preferred: 1–3 years experience in accounting and/or insurance
- Ability to perform each essential duty satisfactorily
- Must be able to meet the stated physical requirements, including sitting and using a keyboard, mouse, telephone, and computer monitor for 7–8 hours per day
Benefits
Comp & perks- Career growth
- Great benefits, pay and culture
- Medical/Rx insurance
- Dental insurance
- Vision insurance
- Life insurance
- Disability insurance
- ESPP
- 401k
- Student loan assistance
- Tuition reimbursement
- Free mental health and enhanced advocacy services
- Paid time off
- Holidays
- Preferred partner discounts