Billing & Payments Specialist – Credit Union Liaison

FSP, The Family Security Plan; United States; On-site; USD 42,000 - 52,000; Full time

Job summary

The Family Security Plan is seeking a Payment Support Specialist in the US to ensure accurate billing and smooth policy setup from day one. You will work closely with our sales team and credit union partners to guarantee payment accuracy and provide guidance on billing processes.

The role emphasizes collaboration, attention to detail, and the ability to manage multiple priorities, while maintaining confidentiality and delivering professional service to clients and partners.

Qualifications

• 2-5 years in customer service, billing, or banking
• Experience in financial services, insurance, or credit union operations preferred
• Associate’s or Bachelor’s degree preferred

Responsibilities

• Review monthly billing to ensure accurate setup and timely policy payments
• Coach and support sales representatives on billing methods, application accuracy, and best practices
• Verify premium calculations and ensure seamless account setup for new insurance policies
• Act as a liaison with credit unions to communicate billing adjustments and resolve issues
• Continuously assess and improve billing processes through innovation and investigation
• Maintain and update CRM systems with accurate account information
• Handle account changes, withdrawals, payment adjustments, and billing inquiries
• Build and nurture strong partnerships with credit union staff, insurance carriers, and internal teams
• Manage carrier reports such as Invalid Logs and New Business Without Payment Reports
• Provide timely and professional communication with all stakeholders

Skills

Excel

Microsoft Office

Payment methods

Communication

Multitasking

Organizational skills

Confidentiality

Interpersonal skills

Learning and growth

Education

Associate’s or Bachelor’s degree

Job description

The Family Security Plan is seeking a Payment Support Specialist in the US to ensure accurate billing and smooth policy setup from day one. You will work closely with our sales team and credit union partners to guarantee payment accuracy and provide guidance on billing processes.

The role emphasizes collaboration, attention to detail, and the ability to manage multiple priorities, while maintaining confidentiality and delivering professional service to clients and partners.