Billing Assistant/Senior Billing Assistant
- Monitor and coordinate premiums and customer accounts.
- Assist with resolving billing discrepancies by investigating billing errors and recommending process improvements to avoid future errors.
- Assist with the administration of the policyholder refund process by verifying and ensuring accounts due a refund are handled appropriately and refund checks are printed timely and verified.
- Support administrative functions related to cash processing and billing policyholders.
- Handle the preparation and completion of daily cash receipts (payments) and ensure payments are deposited timely.
- Coordinate daily bank deposits and ensure that checks are processed timely.
- Ensure payments are promptly recorded and entered into the billing system.
- Review and verify all supporting documentation needed to prepare payments and bills to policyholders.
- Assist with reconciliation of bills, update and balance accounts by tracking all payment and transaction records.
- Handle billing related customer service inquiries from insureds and producers.
- Assist with reconciliation of premium and commission disbursements.
An Associate's Degree (AA/AS) from a two-year college or university majoring in accounting, business management, or finance is preferred. Additional appropriate experience will be considered in lieu of a degree. Experience:
1 or more years of general accounting or billing experience, including experience working directly with customers, is desired. Experience working in the insurance industry and insurance designations are a plus. Skills & Knowledge:
- Proficient in the use of Microsoft Office productivity tools (e.g. Outlook, Word) to manage work. Advanced skills using MS Excel.
- Effective problem-solving skills, including ability to analyze complex issues, find the root cause of the problem, and consider a wide range of alternatives before acting.
- Demonstrate strong verbal and written communication skills, including ability to effectively present information and respond to questions.
- Ability to multi-task and demonstrate flexibility while maintaining attention to detail.
- Demonstrate excellent organizational skills.
- Ability to work independently and interact professionally and effectively in a team environment.
- Demonstrate excellent customer service skills by following directions and interpreting customer needs.
- Demonstrate proficiency with numbers and calculations.
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