Enter customer purchase orders and follow through to delivery of those orders. Assist with customer inquiries via phone and e-mail to ensure customer satisfaction. Consult with management on item pricing and enter estimates into the HRMS system based on customer needs. Create requisitions and purchase orders in SAP for office supplies and services.

Assists and supports Agency and Corporate accounting teams with daily tasks and special projects as assigned. Verification of check payments received in RTL system. Process refunds for Security First, Southern Oak, and Safepoint insurance companies. Reconcile daily bank deposits. Process phone payments via Authorize.Net. Assist in agency commissions for Southern Oak & Safepoint insurance companies. Process reports for USAA & First Street agency payments in order to create check disbursements to Citizens insurance company. Assist corporate accounting in balancing First Street Agency monthly financials.