• Update and maintain all logs and spreadsheets used for reconciliation. • Review, investigate and reconcile deposits and supporting documentation to enable accurate posting. • Investigate, research, and resolve outstanding deposits, reaching out to clients and payers for additional information as needed. • Identify and research needed information to clear out posting errors and follow ups. • Participate in month end closing. • Retrieve and post remittances from payor websites when the remittance is needed. • Research unidentified payments and or recoupment to determine the appropriate resolution. • Identify patterns and trends that indicate a potential issue and notify leads or supervisors. • Assist clients by answering inquiries and providing information. • Reconcile daily cash deposits to the billing system and bank. • Special projects and assignments as assigned.

This description is a summary of our understanding of the job description. Click on 'Apply' button to find out more. Role Description Are you ready to build a career that gives you purpose, freedom, and unlimited earning potential? At The Schreiter Org, we're on a mission to protect families and help people achieve long-term financial security — while building strong, motivated leaders from within. We're looking for driven, coachable professionals who want to make an impact and grow in a career that rewards hard work and passion. You'll connect with clients daily, providing financial protection options that make a real difference. If you're someone who values personal growth, purpose-driven work, and financial independence, this is the opportunity for you. Qualifications - Passion for Helping People: You care about others and want to make a positive difference. - Strong Work Ethic: You're dependable, self-motivated, and results-oriented. - Entrepreneurial Drive: You're eager to grow your own business and take ownership of your success. - Coachable and Eager to Learn: You're open to feedback and value ongoing training and mentorship. Responsibilities - Assist families in understanding and choosing the coverage that fits their needs. - Present and explain coverage and benefit options clearly and professionally. - Stay up to date on company programs, products, and client benefits through continuous training. Benefits - Professional Training: No prior experience? No problem! We provide comprehensive training and mentorship to help you thrive in the insurance industry. - Supportive, Leadership-Focused Culture: Join a team of like-minded professionals who celebrate success, support one another, and believe in promoting from within. - Unlimited Growth Potential: We offer a clear path to advancement — from entry level to leadership. Your success determines how fast you grow. - Work Remotely from Anywhere: Enjoy the flexibility of a fully remote schedule that lets you work from home or on the go, while maintaining work-life balance. - Health Insurance Reimbursement Plan: As part of our union partnership, you'll have access to a reimbursement program designed to help you and your family stay covered. Company Description At Globe Life AIL Schreiter Org, everything we do centers around our mission to “Make Tomorrow Better.” We help protect families through union-endorsed benefits that create financial security when it matters most. We empower our coordinators to make a difference in their communities — while achieving personal and professional success. Our culture is built on service, integrity, and opportunity, with a focus on giving back and promoting from within.

- Consult with clients to understand their life insurance needs and goals. - Provide professional advice and present tailored life insurance policies. - Assist clients with the application process and necessary documentation. - Maintain relationships with clients, offering regular policy reviews and updates as needed. - Work closely with insurance carriers to facilitate the effective handling of applications and claims. - Achieve performance metrics and contribute to the overall team goals.

• Connect with potential clients and conduct needs assessments to understand their insurance requirements. • Provide clients with accurate information regarding life insurance products and recommend options that meet their needs. • Assist clients in completing applications and collect necessary documentation. • Follow up with clients to address questions, measure satisfaction, and ensure they feel confident in their insurance choices. • Work collaboratively with other agents and the management team to optimize sales strategies.