Hybrid Customer Experience & Billing Specialist

Vermont Mutual Insurance Group; Montpelier (VT); Hybrid; USD 42,000 - 52,000; Full time

Job summary

Vermont Mutual Insurance Group in Montpelier, VT is seeking a Customer Experience Representative to deliver outstanding support to agents and insureds. The role blends clerical and accounting tasks, including processing payments, reconciling accounts, and answering billing inquiries by phone and email.

You will work under moderate supervision in the underwriting department, handle policy tasks, run reports, and assist with general underwriting questions.

Qualifications

• Associates Degree plus one or more years of relevant experience, or a combination of education and experience.
• Basic bookkeeping and/or accounting knowledge and skills including completed courses desirable.
• Previous insurance industry experience helpful.
• Customer service oriented.
• Prior telephone customer service experience preferred.
• Familiarity with computerized accounting systems and various software.
• Proficient typing/data entry and other general clerical skills.
• Ability to work effectively and cooperatively with a variety of company personnel, agents, insureds and others outside of the company.
• Excellent with PC applications, including Microsoft Outlook, Word and Excel.

Responsibilities

• Perform various clerical accounting tasks associated with primary accounting functions; processing payments, waiving fees, payment transfer, etc.
• Deliver exceptional customer service via phone and email, addressing a diverse range of inquiries promptly and professionally.
• Assist agents encountering payment issues, system challenges, or questions.
• Review policy endorsements referred for completeness and risk acceptability; acquire additional information as necessary.
• Generate and utilize system-generated reports efficiently.
• Prepare reports, letters, and accounting forms using Microsoft Word, Document Manager, and Excel.
• Process financial data accurately within accounting software.
• Organize and maintain files as required.
• Performs other duties or special projects as required or assigned.

Skills

Customer service

Data entry

Microsoft Office

Phone support

Communication skills

Education

Associates Degree

Tools

Microsoft Outlook

Word

Excel

Job description

Vermont Mutual Insurance Group in Montpelier, VT is seeking a Customer Experience Representative to deliver outstanding support to agents and insureds. The role blends clerical and accounting tasks, including processing payments, reconciling accounts, and answering billing inquiries by phone and email.

You will work under moderate supervision in the underwriting department, handle policy tasks, run reports, and assist with general underwriting questions.