3 financial representative jobs found in Waco

Job Description Premium Accounting Representative Build the future with us Are you motivated by meaningful work and eager to contribute to a company that helps clients feel confident and secure about their future? Join us as a Premium Accounting Representative , where you will play a key role in ensuring the accurate and timely processing of premium payments—an essential function that supports our policyholders, agents, and overall financial operations. At iA, people and their development are at the heart of our priorities. You’ll join a caring, collaborative, and innovative environment where your skills can grow, and your impact truly matters. What you’ll do As a Premium Accounting Representative , you will: Process all forms of premium payments, including list billing, returns, and direct payments Manage daily completion of WMS items Monitor and balance suspense accounts Process returned items and support policy reinstatements Respond to...

Job Description Client Experience Representative Build the future with us Are you driven by the mission of delivering exceptional client experiences and helping people feel confident and supported at every step of their journey? As a Client Experience Representative, you will play a key role in ensuring clients receive clear information, timely assistance, and a seamless service experience. This position is a great opportunity to showcase your skills and fully realize your potential within a caring and trustworthy company. Here, people and their development are at the heart of our priorities, fostering an environment that encourages collaboration and innovation. What you’ll accomplish with us As a Client Experience Representative , you’ll be at the core of our mission. Here are the main responsibilities: Respond to client inquiries via phone, email, and written correspondence Provide clear explanations of policy information, coverage details, and...

Job Description Client Experience Representative Build the future with us Are you driven by the mission of delivering exceptional client experiences and helping people feel confident and supported at every step of their journey? As a Client Experience Representative, you will play a key role in ensuring clients receive clear information, timely assistance, and a seamless service experience. This position is a great opportunity to showcase your skills and fully realize your potential within a caring and trustworthy company. Here, people and their development are at the heart of our priorities, fostering an environment that encourages collaboration and innovation. What you’ll accomplish with us As a Client Experience Representative , you’ll be at the core of our mission. Here are the main responsibilities: Respond to client inquiries via phone, email, and written correspondence Provide clear explanations of policy information, coverage details, and...