Billing Conservation Representative - 1065

at  Security Mutual Life Insurance

As a Billing Conservation Representative, you will be responsible for contacting policyowners via telephone and/or email to collect any missed or overdue payments and to resolve incorrect billing information. This position will handle incoming telephone calls in response to these outbound inquiries and will provide back up for fielding incoming customer payment calls.

REQUIRED SKILLS & EXPERIENCE:

• Associate degree in business or related field required. Commensurate experience will be considered in lieu of a degree.
• A minimum of two years’ experience in Customer Service or Collections 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.
  Pay Range: $18.16 to $20.07 hourly

DESCRIPTION OF DUTIES & RESPONSIBILITIES:

• Using various data sources and reports, contact policyowners by telephone and/or email for missed or overdue premiums, for resolution of incorrect account information and for any other billing issues.
• Process payments as collected and process/route any additional changes or updates as requested by policyowners.
• Research accounts and policy notes to determine appropriate action.
• Prepare and provide reports on collection rates and progress.
• Process manual premium payments and other service requests from calls (debit card and check by phone via checking or savings account). Remain PCI compliant when handling debit and credit card calls.
• Keep records of customer interactions and transactions, recording details of inquiries and comments, as well as actions taken.
• Complete premium and billing related processes including but not limited to, managing EFT accounts and processing premium and loan payments, returned checks, taxable gain calculations and submission of policy system correction requests.
• Assist with review, development and documentation of departmental policies and procedures.
• Assist on phones during peak call times.
• Other duties and responsibilities as needed or assigned by management.