Learned about payments rejected from the bank lock-box payments. Understanding the PMS data to accept or reject payments manually.
Batching and Balancing accepted payments.
Rejection memos to correct insured/agents to return payments.
Scanning, Faxing, Printer, Ten Key machines used
Scanned, Indexed and Batched documents.
Sent out mail and interoffice mail
Processed check req's for refunds
Entered ccd payments manually and balanced daily.
Responsible for maintaining and balancing payments received prior to policy being issued.
Entered data/comments in PMS (policy management system)
Labeled and filed file boxes for research.
My co-workers were very easy to work with and communication was positive.
There was really no hard part to this job. I enjoyed each day helping my coworkers and every task. Scanning was somewhat tiresome when a large amount was done in a single sitting. Otherwise, it was a great position.
company cafeteria and office cubicle was well stocked and good seating.
extremely cold office.