#Administrativo10
**About our company**
Confie is the largest independent personal lines insurance agency and broker in the United States—serving customers nationwide.
In ****, we established our Shared Services Center in Tijuana, Baja California, creating a world-class operation built to efficiently support our customers, drive innovation, and develop exceptional talent.
Since then, our Mexico operation has become a vital extension of our organization, strengthening the work that powers our U.S. business and elevating the experience of customers across all 50 states.
Today, more than 1,800 team members—both on-site and remote—help fuel our success with a focus on quality, consistency, and operational excellence.
Our growth reflects a deep investment in technology, continuous improvement, and—most importantly—our people.
We foster an inclusive, fast-paced, and collaborative culture where employees are encouraged to grow and build long-term careers with a company shaping the future of insurance.
Gain a complete understanding of the billing cycle and related procedures, resolve discrepancies, interpret financial statements, and check clients and properties information on salesforce.
**Requirements**:
- Creating billing reports summary.
- Using macro-enabled files to merge billing reports.
- Invoicing steps and key documentation.
- Checking of program rate/flow of funds/policy.
- Use of property list (zoho) in Salesforce to match the property list tab in the billing summary and its importance.
- Handling true ups or downs (adjustments).




- Familiarizing how to do billing summary and other sheets inside (import templates, invoice import, and key points).
- End to end process of billing with their own captive assignments.
- Overview of bank reconciliation.
- Key reconciliation tools (QB) and best practices.
- Tax Payments.
- Receive payments then record deposits.
- Pay bills.
- Familiarity of the accounts.
- Withdrawal without prior request.
- Reviewing income statements and balance sheets.
- Key metrics and financial health indicators.
- Dividend distribution.
- Claims audit.
- Exporting reports.
- Navigation basics (billing module, bank rec & financials module, reports such as property list, and search features).
- Checking policies connected to the captive and property.
- Updating status in billing module and bank rec & financials module.
- Reporting
- Audit systems and files for accuracy.
**Scholarship**:
- College/University
**Specialized knowledge**:
- Accounting, commercial insurance (desirable)
- Advanced English level (C1) fully bilingual
**Skills**:
- MS Office, Excel (Advanced), billing, tax payments, audit systems.
**Benefits**:
- Competitive weekly salary
- Legal benefits
- Christmas bonus
- Savings fund
- Profit sharing (PTU)
- Vacation days
- Vacation premium
- Extra paid days off
- Private medical insurance and preventative care
- Friendly work environment
- Financing and discounts at local restaurants and coffee shops
- Growth opportunities
Work Location: Remote

📌 Senior Accountant (México)
🏢 Confie
📍 México