Billing & Payments Specialist — Growth & Impact

Familysecurityplan; United States, Northern America, Americas; On-site; USD 42,000 - 52,000; Full time

Job summary

The Family Security Plan is seeking a Payment Support Specialist to ensure accurate billing and smooth policy setup. You will partner with the sales team and credit unions to maintain payment integrity and guide billing practices.

Ideal candidates have 2–5 years in customer service or billing, experience in financial services or insurance, and an Associate's or Bachelor's degree. Proficiency with Microsoft Office, especially Excel, is essential, along with strong communication and

Qualifications

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

Responsibilities

• Review monthly billing for accurate setup and timely policy payments.
• Coach 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.

Job description

The Family Security Plan is seeking a Payment Support Specialist to ensure accurate billing and smooth policy setup. You will partner with the sales team and credit unions to maintain payment integrity and guide billing practices.

Ideal candidates have 2–5 years in customer service or billing, experience in financial services or insurance, and an Associate's or Bachelor's degree. Proficiency with Microsoft Office, especially Excel, is essential, along with strong communication and