What are the responsibilities and job description for the Agency Tape Coordinator position at CDS GLOBAL?
SUMMARY
Under general direction, supports agency production by verifying, researching and processing specialized transactions via electronic media in a specialized area for the Publisher that requires a higher level of verification and record keeping/documentation.
ESSENTIAL FUNCTIONS
- Maintains confidentiality of CDS Global and its clients’ proprietary information.
- Repairs identified errors.
- Verifies agency authorization.
- Verifies what is paid is the proper percentage of the proper sale price.
- Processes the error file by making corrections on the system.
- Adds checks and balances debits and credits.
- Records paid during service money and transactions for the client.
- Counts transactions for daily totals.
- Records processing information for each job.
- Creates batches of orders and sorts by Order Type and Agency Number.
- Records and provides documentation regarding any financial discrepancies and distributes to the correct department.
- Attends team and departmental meetings.
- Encodes and endorses checks.
- Receives loads and logs FTP files.
- Cross trains to other operational functions as required.
- Interacts in cooperative and professional manner, with all levels of employees, vendors and/or clients, in team environment.
- Organizes tasks and resources to complete work and meet deadlines according to established departmental procedures.
- Follows CDS Global ergonomic and safety policies.
ADDITIONAL DUTIES AND RESPONSIBILITIES
- Handles client funds from third party companies.
- Maintains confidentiality of CDS Global and its clients’ proprietary information.
- Assumes additional responsibilities as requested (or required).
EDUCATION AND/OR CERTIFICATION, SKILLS AND LICENSING
- High School or equivalent education and/or experience may be substituted for the minimum education requirement.
- Typing – 35 wpm.
- 10 key – 10500 KSPH.
- Ability to analyze and process data.
- Average ability to compare data.
- Average interpersonal skills.
- Average organizational skills.
- Average ability to solve problems.
- Ability to react to change and remain productive.
- Two years or more of clerical work experience in an office environment preferred.
- Six months of accounting or bookkeeping experience preferred; Performs calculations involving credits, debits and percentages using 10 key.
- Ability to analyze data and make group and individual decisions.
- Intermediate verbal and written communications skills.
- Intermediate math skills.
- Intermediate PC Knowledge/Skills.
- Routinely uses electronic mail.
- Occasionally creates and modifies Microsoft Excel documents, Microsoft Word documents, or related software.
- Routinely uses the Internet to find information and do basic research for business purposes.
- Moves FTP files.
- EOE/AA Employer including Vets and DisabledPre-employment background check(s) conducted on qualified candidates.Post-offer, pre-employment drug/health screening(s) required for some positions.Accessibility: If you need an accommodation as part of the employment process please contact Human Resources at:Phone: 515-247-7500Email: hremployment@cds-global.comIf you want to view the EEO is the Law poster, please choose your language: English – Spanish – Arabic - ChineseIf you want to view the EEO is the Law Supplement poster, please choose your language: English – Spanish – Arabic – ChineseIf you want to view the Pay Transparency Policy Statement, please click the link: English
Sp Ed Cons/School Psych/School Social Worker - Agency-Wide
CRAEA - Agency Wide -
Cedar, IA
Life Insurance Agency Builder
The LeBlanc Group -
Des Moines, IA
Insurance Agency Builder
The LeBlanc Group -
Des Moines, IA