Description :

CANDIDATES MUST BE FROM THE KANSAS CITY METRO AREA. THIS IS A HYBRID WORK FROM HOME POSITION. TWO DAYS FROM HOME AND THREE IN THE OFFICE ONCE TRAINING HAS BEEN COMPLETED.

PURPOSE :

To apply the knowledge of Allied's products, Certificate of Insurance, computer systems, and company procedures and philosophies along with sound judgment, in providing service to agents, insureds and employers in the processing of existing business.

The CSS will work in a team atmosphere utilizing not only their own expertise, but also the expertise of their peer group in the processing of the banking, agent services and coverage administration.

This position is responsible for the collection, processing and subsequent accounting of all premiums received. Perform non-medical functions of the UW / CS Department including, but not limited to, processing : short-term med eligibility, additions, agent appointments, agent compensation, termination requests and billing changes.

ESSENTIAL FUNCTIONS :

• Daily importing of Pivot eligibility file feed.
• Reconciliation of credit card charges in Authorize.net to applications received in eligibility feed.
• Triage and entry of agent coding.
• Reviewing and processing the daily eligibility error reports for loading of the Pivot feed.
• Premium prepping.
• Group and employee demographic changes in system that are non-rate changes.
• ID Card kit prepping for mailing.
• Assist in daily mail run to Office Services.
• Post premium according to department guidelines and standards, including balancing individual posting totals to check totals received for deposit.

Review and determine handling of premiums received that require further investigation prior to posting, i.e. unbankable checks, checks received on lapsed cases, checks received without statements, etc.

Review and take the appropriate action on payment information requiring further action, i.e. order letters, modify information in the system, or refer to the appropriate staff for review.

• Correct, modify and / or reprocess billing statements / invoices as needed to support changes requested by client, such as terminations, reactivations, etc.
• Review applications received to add employees & dependents to existing group coverage or to create / maintain individual coverage.

Determine actions required based on guidelines & procedures according to each insurance program. Update computer system and make phone calls as needed and / or prepare any correspondence necessary.

• Process appointments for agents by reviewing material submitted to determine if all forms were completed properly, updating in system and adding to spreadsheet for transmittal to carrier.
• Research, review and prepare calls and / or problem files for review by supervisor or director. Thoroughly document the situation for management review including offering recommendations.

Take appropriate action as directed.

• Review and process returned mail, address changes, name changes, waiting period changes, Cobra, and other routine correspondence received.
• Process audits on the group cases (group anniversary reviews) when necessary. Compare census information with State Quarterly Unemployment Tax Report to determine if existing company is meeting participation requirements.

Take appropriate action if participation is not met.

• Process appointment state renewal notices received from the carriers.
• Meet established department production standards for quality and quantity.

MARGINAL FUNCTIONS :

• Work AI conversion reports groups to organization, address conversion & exception and covered individual to person report.
• Indexing documents into our AI system.
• Process Contact Management open activities within 48 hours.
• Assist with various agent reports; i.e. 30-Day Transmitted Appointment list, 30-Day Pending list, & Expired License report, etc.

FACTORS IMPORTANT TO SUCCESSFUL PERFORMANCE OF POSITION :

• Problem-solving ability
• Analytical ability
• Communication skills
• Interpersonal skills
• Team Player

Requirements :

• One to two years related work experience or some college preferred.
• High school graduate or equivalent.
• Ability to perform basic mathematical functions.
• Ability to compose proper business correspondence. (i.e., letters, memos, and file documentation).
• Ability to read, comprehend and follow verbal and written English instructions. Ability to speak and write fluent English.
• Ability to meet all company attendance requirements.
• Ability to sit or stand at workstation for 7 1 / 2 hours per day.
• Ability to work under, and handle the stress associated with, varying workloads and deadlines.
• Ability to meet departmental training, quality, and production standards.

NOTE : Applicants who need accommodation for an interview or job testing, please request this in advance to the Human Resources Department.

Compensation details : 18-22 Hourly Wage

PI2f59cc3d866e-30511-33414026

Last updated : 2024-03-04