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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates proficiency in financial operations, including reconciliation, invoicing, and commission management, while effectively utilizing Microsoft Office tools. Strong focus on customer service and collaboration to contribute to organizational goals and projects.
Highest-signal resume keywords
Financial OperationsReconciliationInvoicingMicrosoft OfficeCustomer Focus
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
ReconciliationCommission ManagementInvoice IssuanceData GatheringTax Document Validation
Soft Skills
CollaborationProfessionalismAssertive CommunicationOrganizationLogical Reasoning
Tools & Technologies
Policy Management System
Industry Keywords
Financial ManagementBusiness AdministrationHealth Plan ProvidersInsurers
About the role
Key responsibilities & impact- Perform reconciliations and monitor payments
- Follow up on outstanding commissions and update information in the system
- Generate commission statements by calculating amounts and gathering data and information from insurers’ and health plan providers’ websites
- Verify whether received commissions have been imported and recorded in the policy management system
- Download and upload commission statements
- Issue invoices to collect outstanding amounts
- Validate tax documents and taxes by reconciling bank receipts with imported statements
- Follow up with insurers and health plan providers by phone and email
- Record commission payments related to invoices in the policy management system
- Perform related activities as required by the department
- Contribute to the company’s KPIs, OKRs, and new projects
Requirements
What you’ll need- Currently pursuing a degree in Business Administration, Financial Management, or a related field
- Basic knowledge of Microsoft Office
- Previous professional experience in financial operations is a plus
- Customer focus, professionalism, collaboration, innovation, logical reasoning, assertive communication, and organization
Benefits
Comp & perks- Health and dental insurance
- Life insurance
- Meal and/or food allowance
- Transportation allowance
- Profit-sharing bonus
- Gympass
- Day off
- Discounts on personal insurance policies, including auto, life, homeowners, travel, and other coverage