What are the responsibilities and job description for the Premium Billing Specialist position at Americo Financial Life and Annuity?
Premium Billing Specialist I
Americo is hiring a full-time Premium Billing Specialist to join our expanding team!
The hours for this position are 8:00 - 5:00, onsite at our downtown Kansas City office.
Job Description
The primary purpose of this position is to provide an entry level for candidates who have not demonstrated the education/job experience for a Level 2. This role is responsible for processing incoming payments and handling of phone inquiries from external and internal customers and other duties as assigned.
Key Responsibilities
Four-year college education or equivalent work experience
#AMERICO
Americo is hiring a full-time Premium Billing Specialist to join our expanding team!
The hours for this position are 8:00 - 5:00, onsite at our downtown Kansas City office.
Job Description
The primary purpose of this position is to provide an entry level for candidates who have not demonstrated the education/job experience for a Level 2. This role is responsible for processing incoming payments and handling of phone inquiries from external and internal customers and other duties as assigned.
Key Responsibilities
- Facilitate and administer on demand premium drafting via telephony software for policyholders following department guidelines while adhering to compliance regulations
- Apply incoming premiums for life and annuity products in accordance with departmental policies and procedures
- Refund overpaid premiums and perform basic accounting transactions between company accounts. Review suspense entries, restricted/suspended policies, and resolve basic customer inquiries
- Various other duties based on department needs and individual capacity
- Basic comprehension of Accounting Principals
- Comprehension of Americo processes and systems (NBUW, Vantage, AWD, Americo.com, Microsoft Outlook, SSRS, Navision, PAS, Dashboard, My Americo, Sales Connection, Suitability Interview Program, Calabrio, Finesse, Microsoft Excel, Microsoft Word)
- Basic Customer Service and Financial Services knowledge
- Excellent written and verbal communications with the ability to interact with internal staff via phone once role proficiency has been obtained
- Detail oriented – deliver consistently high quality output
- Multi-tasking without undue stress
- Ability to be a team player (foster mutual respect in your dealings with others)
- Ability to thrive in a learning environment (cross train, added responsibilities)
- Critical thinking skills
Four-year college education or equivalent work experience
#AMERICO