Assigned recruiter contact date opened 05/06/2026country mexicojob descriptionabout our companyconfie is the largest independent personal lines insurance agency and broker in the united states—serving customers nationwide.in *, we established our shared services center in tijuana, baja california, creating a world-class operation built to efficiently support our customers, drive innovation, and develop exceptional talent.since then, our mexico operation has become a vital extension of our organization, strengthening the work that powers our u.s. business and elevating the experience of customers across all 50 states.today, more than 1,800 team members—both on-site and remote—help fuel our success with a focus on quality, consistency, and operational excellence.our growth reflects a deep investment in technology, continuous improvement, and—most importantly—our people.we foster an inclusive, fast-paced, and collaborative culture where employees are encouraged to grow and build long-term careers with a company shaping the future of insurance.gain a complete understanding of the billing cycle and related procedures, resolve discrepancies, interpret financial statements, and check clients and properties information on salesforce.requirementscreating billing reports summary.using macro-enabled files to merge billing reports.invoicing steps and key documentation.use of bill.com for popic fee.checking of program rate/flow of funds/policy.use of property list (zoho) in salesforce to match the property list tab in the billing summary and its importance.handling true ups or downs (adjustments).
familiarizing how to do billing summary and other sheets inside (import templates, invoice import, and key points).
end to end process of billing with their own captive assignments.overview of bank reconciliation.key reconciliation tools (qb) and best practices.tax payments.receive payments then record deposits.pay bills.familiarity of the accounts.withdrawal without prior request.reviewing income statements and balance sheets.key metrics and financial health indicators.exporting reports.navigation basics (billing module, bank rec & financials module, reports such as property list, and search features).
checking policies connected to the captive and property.updating status in billing module and bank rec & financials module.reporting.audit systems and files for accuracy.college/university.specialized knowledgeadvanced english level (c1) fully bilingual.skillschristmas bonussavings fundprofit sharing (ptu)extra paid days offprivate medical insurance and preventative carefriendly work environmentfinancing and discounts at local restaurants and coffee shops#j-*-ljbffr