Member Financial Transaction Specialist

About Us :

DOXA is an award-winning specialty insurance platform that acquires and develops niche-market insurance program administrators, underwriting companies, and distribution partners including MGAs, MGUs, brokers, and direct-to-consumer operators. We provide centralized sales, marketing, underwriting, and operational support that helps our companies unlock their full growth potential.

With hundreds of custom specialty insurance programs and partnerships and more than 20,000 agent and broker relationships nationwide, DOXA's rapid growth is reaching new heights.

Our rapid evolution means we can deliver on something most companies just talk about; building a workplace where talented professionals are drawn to the impact they can make. We offer competitive benefits and compensation, but what really differentiates us is our culture empowerment and commitment to innovation in the specialty insurance space.

If you're an ambitious professional looking to evolve your career, we'd love to talk. Ready to join a community of experts redefining the specialty insurance space?

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.

What Are The Benefits?

AGIA offers health benefits including medical, dental, and vision, 401K with 100% company match up to 3% of your annual income and an additional 50% match on the next 2% of income, a prefunded optional FSA , 100% covered Life Insurance, Accidental Death and Dismemberment Insurance, Short Term / Long Term Disability, and a $250 Wellness Benefit. Our medical plan has in-network provider coverage for mental health, reproduction, chiropractic, and massage therapy.

Time off :

We offer 10 days of vacation your first year, and each year you gain an additional day. Each year, you'll be earning more vacation time at a faster rate. Every associate gets 13 paid and closed holidays each year.

Position Summary

The Member Financial Transaction specialists make up a fast-paced team that works to ensure that premium payments are properly processed while providing excellent customer service to clients and policyholders. This position will be maintaining policies for the members of the National Guard and to ensure 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

1. Responsible for processing the following payments and deposits :

a. lockbox and online bill pay

b. file lockbox web exceptions

c. electronic payments

d. manual payments

e. list bill / payroll deduction / allotment payments

f. remote deposit processing

g. refund and commission check disbursement processing

h. NSF, chargeback and EFT return processing

phone payments as necessary

2. Responsible for policy / account maintenance including billing upgrades.

3. Process the Suspense analysis.

4. Responsible for daily and monthly process reconciliations and controls.

5. Accountable for research and resolution of customer payment and refund issues.

6. Post accounting journal entries as required.

7. Responsible for funds transfer initiations as required.

8. Answer and follow up on all customer service telephone calls.

9. Create customer correspondence as needed.

10. Accountable for maintaining expertise in policy changes, offerings, solicitations.

11. Enroll CESA members as follows :

a. Alternate payees in CSEA membership dues

b. CSEA members in EA+ as necessary.

12. Assist Underwriting as needed.

13. Perform other miscellaneous functions and special projects as assigned.

Requirements

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.

Salary Description

60,000-70,000