Billing & Payments Specialist

Armed Forces Benefit Association; Staunton (VA); On-site; USD 42,000 - 45,000; Full time

Benefits offered by this job

Health insurance

401k plan

Paid time off

Paid holidays

Life insurance

Disability insurance

Employee assistance program

Career growth opportunities

Collaborative culture

Job summary

The Armed Forces Benefit Association (AFBA) is seeking a dedicated in-person Customer Service Specialist in Staunton, VA. The role handles member payments, direct bill, and ACH processing, ensuring accurate posting and reconciliation.

Daily communication with customers and market partners drives timely responses and high service levels. Key duties include updating records, processing terminations, responding to inquiries, and generating correspondence.

Qualifications

• College degree or equivalent work experience
• Experience with accounts receivable, billing, reconciling payments, and Microsoft Platforms and products
• Working knowledge of life insurance or the ability to learn
• Effective oral and written communication skills in person, by phone, email, or other business correspondence
• Ability to perform routine tasks while maintaining focus and attention to detail
• Ability to guide conversations and use appropriate words and tone when dealing with difficult customers or situations, maintaining a professional demeanor
• Ability to accept responsibility for organizing assignments and workflow
• Flexibility in adapting to changes in systems, procedures, and guidelines
• Demonstrate complete adherence to privacy laws and company privacy guidelines, and appropriate level of concern for the safeguarding all client information
• Ability to manage time effectively

Responsibilities

• Respond to incoming calls and message from customers and market partners accurately, courteously, and promptly
• Perform duties generated by phone calls - update all record information, make follow up calls, generate correspondence, process terminations and changes, refer leads, etc.
• Order duplicated certificates of coverage daily after verifying accuracy of member info
• Work incoming correspondence daily (mail, email), update systems and send responses as needed
• Send various customer correspondence daily for routine coverage actions, and process all returned forms
• Take initiative to schedule and perform assigned actions relating to coverage maintenance in appropriate systems, and work assigned cases and issues promptly
• Run and work assigned reports monthly
• Daily posting and allocation of payments
• Offer any suggestions that might be helpful to department functioning and workflow process improvement
• Stay abreast of policy and procedure changes and utilize informational resources
• Assist Policy Holder Accountant with daily issues as they arise

Skills

Accounts receivable

Billing

Communication

Attention to detail

Time management

Education

College degree or equivalent work experience

Tools

Microsoft Office

Accounts receivable software

Job description

The Armed Forces Benefit Association (AFBA) is seeking a dedicated in-person Customer Service Specialist in Staunton, VA. The role handles member payments, direct bill, and ACH processing, ensuring accurate posting and reconciliation.

Daily communication with customers and market partners drives timely responses and high service levels. Key duties include updating records, processing terminations, responding to inquiries, and generating correspondence.