Billing Account Representative - 1054

at  Security Mutual Life Insurance

As a Billing Account Representative, you will bill, reconcile and maintain accounts and administer services to Group Billing, Credit Union and Individual clients of the company while ensuring compliance with all applicable regulatory guidance.

REQUIRED SKILLS & EXPERIENCE:

• Minimum of 2 years experience in Customer Support.
• Experience in accounting or bookkeeping required.
• Experience in an insurance industry or call center environment preferred.
• Experience working in a financial institution preferred.
• Fluency in Spanish a plus.
• Intermediate knowledge of Microsoft Word and Excel.
• Excellent written and verbal communication skills.
• Excellent data entry skills.
• Ability to perform work accurately and thoroughly.
• Ability to take care of both internal and external customer needs.
• Ability to pay close attention to detail.
• Ability to prioritize and organize a heavy workload.
  Education Required: Associate’s degree in Business or related field of study required.
  Pay Range: $18.16 to $20.07 hourly

DESCRIPTION OF DUTIES & RESPONSIBILITIES:

• Process billing, adjustments and verifications, reconcile payments and follow up. Monitor assigned cases to ensure timely remitting and processing of payments.
• Process general service requests including salary savings list bills, premium and loan payments, pre-nonforfeiture processing, health policy billing, policy system correction requests, DAC tax reporting, beneficiary changes, submission of policy system correction requests and returned checks.
• Confer with Agents, payroll offices and customers by telephone and email relative to post issue service requests and questions. Process related service requests.
• Manage Electronic Funds Transfer accounts, perform taxable gain calculations and tax reporting.
• Process payments by phone and remain Payment Card Industry compliant when handling debit and credit card payments.
• Keep records of customer interactions and transactions.
• Create and update procedural documentation.
• Assist with Call Center overflow calls at high volume times.Assist with departmental training as needed.