Customer Billing Sr. Rep (Hybrid)

Securian Financial

Saint Paul (MN)

Hybrid

USD 26,000 - 45,000

Full time

2 days ago
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Benefits offered by this job

Hybrid work
PTO + holidays
401(k) matching
Health insurance

Job summary

Securian Financial is seeking a detail-oriented Customer Operations Sr Rep to join our team in a hybrid setting. You will reconcile client premium data, analyze trends, and support cross-functional partners with clear insights to drive decisions.

The role emphasizes accuracy, proactive issue resolution, and strong communication skills, with a focus on both data integrity and client relationships. Expect regular collaboration with internal teams and clients.

Qualifications

  • Organization, time management, and ability to prioritize competing tasks.
  • Strong attention to detail to ensure accuracy when researching problems and performing detailed calculations and QA.
  • Communicate effectively by adapting to your audience, actively listen, and applying those skills both verbally and in written documentation.
  • Advanced math skills to calculate premium, coverage amounts, etc.
  • Proficient in Microsoft Excel.
  • Ability to read and interpret data from large spreadsheets.
  • Strong customer focus; internal and external customers.
  • Ability to work effectively and be productive both individually and in a team environment.
  • Reliable and flexible to work overtime when needed.

Responsibilities

  • Maintain a high level of attention to detail to identify discrepancies and ensure data accuracy.
  • Apply critical thinking to assess and resolve unfamiliar issues.
  • Analyze large datasets and identify trends for client premium reconciliation.
  • Synthesize complex issues into consumable written communications.
  • Develop strong relationships with external clients and internal partners to ensure processes are flexible, cost effective, accurate and are in compliance.
  • Demonstrate proactiveness by identifying and resolving issues independently.
  • Use Outlook effectively for email management, folder organization, and task prioritization.
  • Manage multiple tasks efficiently with strong time management skills.
  • Be opportunistic in identifying and acting on high-value tasks or unexpected opportunities.
  • Think beyond the task at hand with a big picture mindset, understanding downstream impacts and stakeholder needs.
  • Communicate findings and resolutions clearly through both written and verbal communication.

Skills

Organization
Time management
Prioritization
Attention to detail
Communication
Advanced math
Data interpretation
Customer focus
Overtime flexibility

Tools

Microsoft Excel

Job description

  • At Securian, the internal title is Customer Operations Sr Rep*
  • At Securian, the internal title is Customer Operations Sr Rep*
Position Overview

We are seeking a detail-oriented and analytical Customer Operations Sr. Rep to join our team. This role is ideal for someone who thrives in a fast-paced environment, enjoys working with data, and is passionate about improving financial accuracy and operational efficiency. You’ll play a key role in reconciling financial data, identifying trends, and supporting cross-functional teams with insights that drive business decisions.

Responsibilities Include But Not Limited To
  • Maintain a high level of attention to detail to identify discrepancies and ensure data accuracy.
  • Apply critical thinking to assess and resolve unfamiliar issues.
  • Analyze large datasets and identify trends for client premium reconciliation.
  • Synthesize complex issues into consumable written communications.
  • Develop strong relationships with external clients and internal partners to ensure processes are flexible, cost effective, accurate and are in compliance.
  • Demonstrate proactiveness by identifying and resolving issues independently.
  • Use Outlook effectively for email management, folder organization, and task prioritization.
  • Manage multiple tasks efficiently with strong time management skills.
  • Be opportunistic in identifying and acting on high-value tasks or unexpected opportunities.
  • Think beyond the task at hand with a big picture mindset, understanding downstream impacts and stakeholder needs.
  • Communicate findings and resolutions clearly through both written and verbal communication.
Qualifications
  • Organization, time management, and ability to prioritize competing tasks. Pivot as needed.
  • Strong attention to detail to ensure accuracy when researching problems and performing detailed calculations and Quality Assurance.
  • Communicate effectively by adapting to your audience, actively listen, and applying those skills both verbally and in written documentation.
  • Advanced math skills to calculate premium, coverage amounts etc.
  • Proficient in Microsoft Excel.
  • Ability to read and interpret data from large spreadsheets.
  • Strong customer focus; internal and external customers.
  • Ability to work effectively and be productive both individually and in a team environment.
  • Reliable and flexible to work overtime when needed.
This position will have a hybrid working arrangement, working in-office for a minimum of 1 day a week.

Securian Financial believes in hybrid work as an integral part of our culture. Associates get the benefit of working both virtually and in our offices. If you’re in a commutable distance (90 minutes) you’ll join us 1 day each week in our offices to collaborate and build relationships. Our policy allows flexibility for the reality of business and personal schedules.

Preferred Skills
  • Communication
  • Customer Service
  • Microsoft Excel
  • Microsoft Office
  • Payment Handling
The Estimated Base Pay Range For This Job Is

$18.80 - $32.69

Pay may vary depending on job-related factors and individual experience, skills, knowledge, etc. More information on base pay and incentive pay (if applicable) can be discussed with a member of the Securian Financial Talent Acquisition team.

Paid Time Off
Be you. With us.

At Securian Financial, we understand that attracting top talent means offering more than just a job – it means providing a rewarding and fulfilling career. As a valued member of our high-performing team, we want you to connect with your work, your relationships and your community. Enjoy our comprehensive range of benefits designed to enhance your professional growth, well-being and work-life balance, including the advantages listed here:

  • We want you to take time off for what matters most to you. Our PTO program provides flexibility for associates to take meaningful time away from work to relax, recharge and spend time doing what’s important to them. And Securian Financial rewards associates for their service by providing additional PTO the longer you stay at Securian.
  • Leave programs: Securian’s flexible leave programs allow time off from work for parental leave, caregiver leave for family members, bereavement and military leave.
  • Holidays: Securian provides nine company paid holidays.
Company-funded pension plan and a 401(k) retirement plan:

Share in the success of our company. Securian’s 401(k) company contribution is tied to our performance up to 10 percent of eligible earnings, with a target of 5 percent. The amount is based on company results compared to goals related to earnings, sales and service.

Health insurance:

From the first day of employment, associates and their eligible family members – including spouses, domestic partners and children – are eligible for medical, dental and vision coverage.

Volunteer time:

We know the importance of community. Through company-sponsored events, volunteer paid time off, a dollar-for-dollar matching gift program and more, we encourage you to support organizations important to you.

Associate Resource Groups:

Build connections, be yourself and develop meaningful relationships at work through associate-led ARGs. Dedicated groups focus on a variety of interests and affinities, including:

  • Environmental Health & Sustainability
  • Mental Wellness and Disability
  • Pride at Securian Financial
  • Securian Young Professionals Network
  • Securian Multicultural Network
  • Securian Women and Allies Network
  • Servicemember Associate Resource Group

For more information regarding Securian’s benefits, please review our Benefits page.

This information is not intended to explain all the provisions of coverage available under these plans. In all cases, the plan document dictates coverage and provisions.

Securian Financial Group, Inc. does not discriminate based on race, color, religion, national origin, sex, gender, gender identity, sexual orientation, age, marital or familial status, pregnancy, disability, genetic information, political affiliation, veteran status, status in regard to public assistance or any other protected status. If you are a job seeker with a disability and require an accommodation to apply for one of our jobs, please contact us by email at Employment@Securian.com, by telephone 651-655-5522 (voice), or 711 (Relay/TTY).

Securian Financial is a drug-free workplace.

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