Job description

This position is responsible for a range of services to process insurance premium payments and maintain accurate policy records. This includes applying premium payments, maintaining policyholder data, and processing premium-related policy while supporting a team in these activities. This position is designed to provide support for premiums teams while tracking and contributing to departmental projects and goals in support of management.

Responsibilities -

• Demonstrate understanding of the entire process from Working Cash Team to Premium Application and group follow up.

• Will be responsible for processing all types of maintenance and premium transactions related to billable policies including but not limited to terminations/cancellations, reversing, and applying premium, issuing refunds, researching and resolving issues related to billing/premium/coverage discrepancies within the applicable billing cycle.

• Conduct Root Cause Analysis and work with management to resolve issues.

• Make recommendations for process changes based on results.

• Ability to communicate detailed information on all aspects of responsibilities to all stakeholders.

• Serve as a single point of contact for department related projects.

• Maintain a level of knowledge to verify that the work has been done accurately and provide updates and responses to appropriate parties accordingly.

• Ongoing communication via phone or email with our customers (electronic or web customers, third party administrators, agents, employers, etc) to initiate file exchange, follow-up on missing files or file errors, process file and coordinate file processes.

• Import premium files and process maintenance files received from our electronic customers.

• Contact groups to setup and explain our billing/premium process.

• Investigate and resolve issues related to returned checks, delinquent accounts, misapplied premiums, and other discrepancies.

• Other duties as assigned

Qualifications

· High school diploma or equivalent required.

· Insurance background preferred.

· Proficient and accurate data entry skills required.

· Good working knowledge and experience with MS Office required.

· Proficient knowledge of English grammar, proper business etiquette and spelling with excellent written and verbal communication skill required.

· Independent decision making skills and strong leaderships skills required.

· Strong organizational, attention to detail, follow-through and analytical skills required.

Job Type: Full-time

Pay: $12.00 - $25.00 per hour

Benefits:

• 401(k) matching
• Dental insurance
• Health insurance

Schedule:

• Monday to Friday

Ability to commute/relocate:

• Plano, TX: Reliably commute or planning to relocate before starting work (Required)

Experience:

• Accounts payable: 1 year (Preferred)
• Accounting: 1 year (Preferred)

Work Location: One location

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