Abrar Admin

Michael Genetti, CLU, ChFC

Cashiering SpecialistJob SummaryThe Cashiering Specialist is responsible for processing checks, managing policy-related financial transactions, and maintaining accurate financial records. This role ensures the timely, compliant handling of funds while supporting policy administration and delivering high-quality service to policyholders, agents, and internal teams.Key Responsibilities<ul><li>Review and process incoming and outgoing checks</li><li>Accurately apply payments to policyholder accounts and reconcile discrepancies</li><li>Maintain accurate deposit records and support daily reconciliation reviews</li><li>Resolve items held due to NIGO (Not in Good Order) check issues in accordance with compliance guidelines</li><li>Assist with the review of annuity applications and related transactions</li><li>Investigate and resolve payment issues, including misapplied funds and returned payments</li><li>Coordinate with internal and external policy administration teams</li><li>Ensure compliance with internal controls, audit standards, and regulatory requirements</li><li>Support month-end data entry in the Supe Central tracking system, as well as seasonal and year-end financial close activities</li><li>Maintain strict confidentiality of sensitive customer and financial information</li></ul>Qualifications<ul><li>High school diploma or equivalent required</li><li>Associate or bachelor&rsquo;s degree in finance, accounting, or business preferred</li><li>1&ndash;3 years of experience in cashiering, accounts receivable, or insurance operations</li><li>Experience in life insurance or financial services strongly preferred</li><li>Familiarity with premium billing or policy administration systems is a plus</li></ul>Skills &amp; Competencies<ul><li>High level of attention to detail and accuracy</li><li>Solid understanding of cash application and reconciliation processes</li><li>Knowledge of life insurance products (e.g., term, whole life, annuities) is a plus</li><li>Ability to manage high transaction volumes while meeting tight deadlines</li><li>Strong analytical and problem-solving skills</li><li>Effective written and verbal communication skills</li><li>Proficiency in Microsoft Excel and financial systems</li></ul>Pay: $45,000.00 - $50,000.00 per yearBenefits:<ul><li>401(k)</li><li>Dental insurance</li><li>Health insurance</li><li>Life insurance</li><li>Paid sick time</li><li>Paid time off</li><li>Vision insurance</li></ul>Work Location: In person

Cashiering Specialist

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Michael Genetti, CLU, ChFC

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Cashiering Specialist