Billing Account Representative - 1154

Security Mutual Life Insurance; Houston (TX); Hybrid; USD 26,000 - 29,000; Full time

Job summary

Security Mutual Life Insurance is seeking a Billing Account Representative to bill, reconcile and maintain accounts while administering services to Group Billing, Credit Union and Individual clients in compliance with regulatory guidance. The role offers primarily remote work with periodic time in the Houston, TX office.

You will process billing, verifications, and payments, communicate with agents and customers, and support tax reporting and record keeping.

Qualifications

• 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.
• 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.

Responsibilities

• Process billing, adjustments and verifications, reconcile payments and follow up.
• Process general service requests including salary savings list bills, premium and loan payments, 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.

Skills

Customer support

Accounting experience

Insurance industry experience

Call center experience

Bilingual Spanish a plus

MS Word & Excel

Communication skills

Attention to detail

Time management

Education

Associate's degree in Business or related field

Job description

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.

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). If you reside in the Greater Houston or Greater Binghamton area, this may be an opportunity for you!

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, 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.
• 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.

Pay Range:$19.02 to $21.03 hourly

The starting pay rate for this role is based on a variety of relevant factors, including location, education, experience, and skills.

The level for this position will be determined based on factors including relevant skills, experience and other qualifications.

Visa sponsorship is not available for this position

Relocation assistance is not available for this position

Security Mutual is an Equal Opportunity Employer