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Primerica · 1 month ago

Cash Room Clerk

Duluth, GA

Full-time

Onsite

New Grad, Entry Level

$39K/yr - $41K/yr

Primerica is recognized as a top workplace and is seeking a Cash Room Clerk. The role involves processing incoming receipts, performing cash disbursement duties, and serving as a back-up in all areas of the department.

ConsultingFinancial ServicesInsuranceLife Insurance

Growth Opportunities

Responsibilities

Prepares and verifies receipts or maintenance reports to ensure accuracy

Reviews images for clarity and understands how to troubleshoot the system when images are not clear. Verifies that client agent information is present and correct

Utilizes system to obtain missing information

Returns funds to sender if identification cannot be accomplished

Ensures cash is logged and balanced appropriate documentation

Verifies overnight packages documentation and contents, ensure these are processed within the same day

Verifies documentations is accurate and appropriate for various types of disbursements

Agrees actual disbursements to Workday, Life 70 and Power-to-Pay registers and coordinates resolution of differences

Coordinates resolution of non-deliverable items. Coordinates special handling of disbursements with various areas

Verifies check register & sign off approvals

Verifies information for processing of void and stop payments of disbursements

Prints cash disbursements for mailing

Perform various administrative and customer service- related duties

Log incoming checks, overnight packages and letters

Identify and escalate issues when necessary and appropriate and work with relevant team members to resolve issues

Maintain orderly and clear work areas, including all machines, tables, cabinets and storage areas

Qualification

Cash disbursement experience10 Key by touchMicrosoft OfficeBasic Accounting knowledgeLife InsurancePC skillsManage prioritiesBasic Understanding of Internal ControlsWork under pressure