To perform a variety of clerical, technical and specialized accounting tasks associated with the processing of insurance policy payments, disbursements, account reconciliation and answering telephone calls related to billing.

• Perform various clerical accounting tasks associated with a primary accounting function, requiring mastery of a number of technical policies and procedures related to that function.
• Provide excellent customer service via phone by responding to a wide range of inquiries from agents, insureds and mortgage companies.
• Open, sort, and screen incoming mail. Apply payments to policies, including unapplied cash received with new applications, ACH, credit card and sweep payments.
• Prepare a daily banking deposit.
• Prepare disbursement of payments for return premiums.
• Review and process customer banking information for automatic payments to company.
• Perform a variety of miscellaneous tasks, including transferring money, processing stop payments, check returns, write-offs and non-sufficient funds.
• Prepare and use system generated reports.
• Prepare reports, letters and accounting forms using Word, Document Manager and Excel
• Process financial data in accounting software.
• Organize and file information as needed.
• Performs other duties or special projects as required or as assigned.

Moderate supervision is received from the Direct Bill Manager

QUALIFICATIONS

• Associates Degree plus one or more years of relevant experience, or a combination of education and experience from which comparable knowledge and skills are required.
• Basic bookkeeping and/or accounting knowledge and skills including completed courses desirable.
• Strong math skills.
• Customer service oriented.
• Prior telephone customer service experience preferred.
• Familiarity with computerized accounting systems and various software.
• Good typing/data entry and other general clerical skills.
• Ability to work effectively and cooperatively with a variety of company personnel, agents, insureds and others outside of the company.
• Excellent with PC applications, including Microsoft Outlook, Word and Excel.

PHYSICAL DEMANDS/WORKING CONDITIONS

• Predominantly sedentary office position in a professional setting with high frequency of keyboarding/computer work and phone use.
• The physical demands are minimal and typical of similar jobs in comparable organizations.
• The work environment is representative and typical of similar jobs in comparable organizations.