Policy Processing Clerk jobs in Fort Worth, TX

Policy Processing Clerk modifies, updates, and processes existing insurance policies and claims to reflect any change in beneficiary, amount of coverage, or type of insurance. Evaluates information from application for policy reinstatement for completeness and accuracy. Being a Policy Processing Clerk may approve policy if all criteria's are met. Requires a high school diploma or its equivalent. Additionally, Policy Processing Clerk typically reports to a supervisor. The Policy Processing Clerk possesses a moderate understanding of general aspects of the job. Works under the close direction of senior personnel in the functional area. May require 0-1 year of general work experience. (Copyright 2024 Salary.com)

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Invoice Processing Clerk (FT)
  • CB Ag Holdings, Inc.
  • Fort Worth, TX FULL_TIME
  • We are seeking a Client Service Representative to join the team full-time in our Fort Worth office. The Client Service Representative (CSR) supports processing of Client fuel advances, invoice fundings, and other Client related transactions. Provides customer service levels consistent with the business objectives of the company. Responsibilities include timely communication with Clients regarding fuel advances, daily fundings, resolving rejections, load verifications, and risk management in accordance with the risk protocol prescribed.

    As a full-time employee, this person will be eligible to receive company health, vision, and dental insurance. We also offer a Simple IRA retirement plan with company matching on the first 3% of the employee's pay.

    ESSENTIAL DUTIES & RESPONSIBILITIES:
    • Provide outstanding customer service internally, and externally via telephone, email, and written correspondence. Includes Onboarding, Fuel Advance, and Operations support calls.
    • Upload client documents for new client fundings into factoring software.
    • Review and correct client load submissions for regular invoice fundings as well as fuel advances within service level agreements.
    • Assist in the onboarding/application processes for the fuel advance program as well as monitor and review client fuel advance trends and alert Senior Account Executive when needed.
    • Verify fuel advances and any other charges/fees.
    • Review and ensure proper load documentation is correctly imaged in database. Effectively communicate with client if missing documentation.
    • Make recommendation to Account Executive or higher whether to approve, hold, or deny purchase of specific invoices based on verification, credit results or suspicion of fraud.
    • Review clients’ A/R aging, resolution of Disputes, Open Credits, Post Verifications, and Confirmations on accounts as needed.
    • Provide and participate in ongoing Client training in Rubber Duck Funding Corporations processes and systems.
    • Effectively communicate with team members, debtors, clients, and management both verbally and in writing.
    • Participate in a team environment and business culture that optimizes both customer service and risk management disciplines, while pursuing a positive and team environment.
    • Maintain confidentiality of information.
    • Perform other duties as assigned, including special projects.
    EXPERIENCE & EDUCATION:
    • High school diploma or equivalent is required.
    • Minimum of (1) year of customer service experience in a fast-paced work environment.
    • Freight, transportation or general factoring, or logistics industry experience is preferred.
    • Bi-lingual (Spanish) preferred, but not required.
    SKILLS & ABILITIES REQUIRED:
    • Professional customer service, Microsoft Office/Google Suite to effectively process client and collateral requests related to servicing a growing invoice portfolio.
    • Ability to multi-task and stay focused at high levels of productivity.
    • Ability to provide excellent customer service while meeting funding deadlines.
    • Excellent verbal and written communication skills.
    • Ability to understand and follow written and verbal instructions and directions given by manager.
    • Excellent phone etiquette.
  • 10 Days Ago

1
Invoice Processing Clerk (FT)
  • 1836 Logistics
  • Fort Worth, TX FULL_TIME
  • We are seeking a Client Service Representative to join the team full-time in our Fort Worth office. The Client Service Representative (CSR) supports processing of Client fuel advances, invoice funding...
  • 9 Days Ago

1
Invoice Processing Clerk
  • 1836 Logistics
  • Fort Worth, TX FULL_TIME
  • We are seeking a Client Service Representative to join the team full-time in our Fort Worth office. The Client Service Representative (CSR) supports processing of Client fuel advances, invoice funding...
  • 22 Days Ago

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Processing Clerk PT
  • City of Arlington
  • Arlington, TX FULL_TIME
  • Under direct supervision, perform clerical duties for the Library's Bibliographic Services Division. ESSENTIAL JOB FUNCTIONS: 1. Perform routine physical processing functions necessary to ready librar...
  • 1 Month Ago

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Safety Coordinator
  • TSA Processing
  • Arlington, TX FULL_TIME
  • About us We are professional, agile and customer-centric. Our work environment includes: Growth opportunities Small work environment under a very large corporate umbrella Job Overview: We are seeking ...
  • 9 Days Ago

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Police Oversight Policy Analyst II
  • The City of Fort Worth
  • Fort Worth, TX FULL_TIME
  • Pay Range: $68,905 - $89,576 annual compensation Job Posting Closing on: Friday, February 8, 2024 Workdays & Hours: Monday – Friday 8am – 5pm Benefits for this position include: 11 Paid Holidays, Medi...
  • 3 Days Ago

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0 Policy Processing Clerk jobs found in Fort Worth, TX area

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Administration Clerk
  • D-Skilled Staffing
  • Fort Worth, TX
  • Job Description Job Description Admin Assistant Pay rate: $16-18 Hours: 7a- 4p Mon-Fri Location: South Fort Worth, Tx Qu...
  • 4/19/2024 12:00:00 AM

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Accountant Senior - Irving
  • Christus Health
  • Irving, TX
  • Description Summary: Prepares income and balance sheet statements, consolidated statements, and various other accounting...
  • 4/19/2024 12:00:00 AM

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Order Processing Clerk: Quick Pay & Flexible Work (PT)
  • Aedes Christi Holdings Inc
  • Arlington, TX
  • Job Description Job Description We are seeking an ORDER PROCESSING CLERK to ensure the accurate and timely recording, pr...
  • 4/18/2024 12:00:00 AM

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Front Desk Clerk PRN
  • Midamericasurgery
  • Fort Worth, TX
  • **Nurse Residency Program** Create healthier tomorrows and start your career as a Nurse Resident at HCA Healthcare There...
  • 4/18/2024 12:00:00 AM

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Pick up & Delivery Clerk
  • Old Dominion Freight Line Inc.
  • Fort Worth, TX
  • Pick up & Delivery Clerk page is loaded **Pick up & Delivery Clerk** **Pick up & Delivery Clerk** locationsFort Worth, T...
  • 4/18/2024 12:00:00 AM

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HUD Recertification Clerk
  • NuRock
  • Fort Worth, TX
  • Job Description Job Description Recertification Clerks needed in the Fort Worth area for a rapidly growing Management Co...
  • 4/16/2024 12:00:00 AM

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Warranty Cancellation Processor - Automotive/Powersports
  • RumbleOn
  • Irving, TX
  • RumbleOn, the nation's largest retailer of powersports, is adding an AWESOME team member to support our growth, specific...
  • 4/16/2024 12:00:00 AM

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Data Entry Operator II - 2nd Shift Full-time
  • DTSV
  • Irving, TX
  • Job Type Full-time Description The Data Entry Operator II (DEO2) enters data collected from applications and petitions. ...
  • 4/15/2024 12:00:00 AM

Fort Worth is located in North Texas, and has a generally humid subtropical climate. It is part of the Cross Timbers region; this region is a boundary between the more heavily forested eastern parts and the rolling hills and prairies of the central part. Specifically, the city is part of the Grand Prairie ecoregion within the Cross Timbers. According to the United States Census Bureau, the city has a total area of 349.2 square miles (904 km2), of which 342.2 square miles (886 km2) is land and 7.0 square miles (18 km2) is covered by water. It is a principal city in the Dallas–Fort Worth metropl...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Policy Processing Clerk jobs
$30,304 to $40,294
Fort Worth, Texas area prices
were up 2.2% from a year ago