Billing Account Representative - 0996
Security Mutual Life Insurance
Binghamton, New York
billing
account representative
representative
payments
billing
security
financial
reconcile
accounts
credit
sml
remote
correction
November 18, 2022
Security Mutual Life Insurance
Binghamton, New York
FULL_TIME
As a Billing Account Representative, you will bill, reconcile and maintain accounts and administer services to Group Billing, Credit Union and Individual clients of the company while ensuring compliance with all applicable regulatory guidance.
SML supports remote work for PA, NJ, CT, MA, AL, FL, TX, OH, MN, IN, GA, IL, IA, AZ and NC. This position cannot be performed in the City of New York. If you are interested in this position, but don't live near Binghamton, NY, this may be an opportunity for you!
Reliable internet service is required for remote work.
Description of Duties & Responsibilities:
Process billing, adjustments and verifications, reconcile payments and follow up. Monitor assigned cases to ensure timely remitting and processing of payments.
Process general service requests including salary savings list bills, premium and loan payments, pre-nonforfeiture processing, health policy billing, policy system correction requests, DAC tax reporting, beneficiary changes, submission of policy system correction requests and returned checks.
Confer with Agents, payroll offices and customers by telephone and email relative to post issue service requests and questions. Process related service requests.
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.
Required skills & experience:
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.
Education Required : Associate's degree in business or related field of study required.
The level for this position will be determined based on factors including relevant skills, experience and other qualifications.
To apply: ;ccId=\_000001&type=MP&lang=en\_US
Visa sponsorship is not available for this position
Relocation assistance is not available for this position
Security Mutual is an Equal Opportunity Employer
This position can or will be performed in the State of New York, not including the City of New York.
About SML:
Security Mutual Life is a leading provider of life insurance, accumulation products and retirement-, business- and estate-planning services for individuals, families and businesses. Our innovative products help our clients meet their financial protection needs. Headquartered in Binghamton, New York, the Company was founded in 1886 and is recognized for its longstanding history of financial strength and stability.
We continually invest in technology. Our agents and employees are equipped with the latest tools and deliver outstanding service to our hundreds of thousands of policyholders throughout the United States.
We are committed to our neighbors and communities. Security Mutual and its employees help support a wide variety of community and charitable initiatives and organizations through our donations and service.
At Security Mutual our employees are among the Company's most valued assets. We offer competitive salary and benefits and our work environment reflects the Company's core values of trust, respect and integrity.
Job Type: Full-time
SML supports remote work for PA, NJ, CT, MA, AL, FL, TX, OH, MN, IN, GA, IL, IA, AZ and NC. This position cannot be performed in the City of New York. If you are interested in this position, but don't live near Binghamton, NY, this may be an opportunity for you!
Reliable internet service is required for remote work.
Description of Duties & Responsibilities:
Process billing, adjustments and verifications, reconcile payments and follow up. Monitor assigned cases to ensure timely remitting and processing of payments.
Process general service requests including salary savings list bills, premium and loan payments, pre-nonforfeiture processing, health policy billing, policy system correction requests, DAC tax reporting, beneficiary changes, submission of policy system correction requests and returned checks.
Confer with Agents, payroll offices and customers by telephone and email relative to post issue service requests and questions. Process related service requests.
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.
Required skills & experience:
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.
Education Required : Associate's degree in business or related field of study required.
The level for this position will be determined based on factors including relevant skills, experience and other qualifications.
To apply: ;ccId=\_000001&type=MP&lang=en\_US
Visa sponsorship is not available for this position
Relocation assistance is not available for this position
Security Mutual is an Equal Opportunity Employer
This position can or will be performed in the State of New York, not including the City of New York.
About SML:
Security Mutual Life is a leading provider of life insurance, accumulation products and retirement-, business- and estate-planning services for individuals, families and businesses. Our innovative products help our clients meet their financial protection needs. Headquartered in Binghamton, New York, the Company was founded in 1886 and is recognized for its longstanding history of financial strength and stability.
We continually invest in technology. Our agents and employees are equipped with the latest tools and deliver outstanding service to our hundreds of thousands of policyholders throughout the United States.
We are committed to our neighbors and communities. Security Mutual and its employees help support a wide variety of community and charitable initiatives and organizations through our donations and service.
At Security Mutual our employees are among the Company's most valued assets. We offer competitive salary and benefits and our work environment reflects the Company's core values of trust, respect and integrity.
Job Type: Full-time
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