Billing Account Representative

Role Overview

• Bill, reconcile and maintain accounts and administer services to Group Billing, Credit Union and Individual clients.
• Ensure compliance with all applicable regulatory guidance.
• Process billing, adjustments and verifications, and reconcile payments.
• Monitor assigned cases to ensure timely remitting and processing of payments.
• Process general service requests including salary savings list bills, premium and loan payments, health policy billing, policy system correction requests, DAC tax reporting, beneficiary changes, and returned checks.
• Confer with Agents, payroll offices and customers regarding post issue service requests and questions.
• 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.

Requirements

• 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.

Tech Stack

• DAC

Benefits

• This position will have the opportunity to work primarily remote with periodic time required in their assigned Company office location (Binghamton, NY or Houston, TX).
• Visa sponsorship is not available for this position
• Relocation assistance is not available for this position
• Security Mutual is an Equal Opportunity Employer.