Premium Billing Specialist

Americo Financial Life and Annuity; Kansas City (MO); On-site; USD 42,000 - 54,000; Full time

Job summary

Americo Financial Life and Annuity in Kansas City, MO is seeking an entry-level Premium Billing Specialist to join our expanding team. This role handles processing incoming payments and answering inquiries from policyholders, with hours 8:00–5:00, onsite at our downtown Kansas City office.

Key responsibilities include administering on-demand premium drafting, applying premiums for life and annuity products, and basic accounting tasks.

Qualifications

• Entry-level opportunity suitable for candidates with four-year college education or equivalent work experience.
• Familiarity with accounting principles and basic processes.
• Strong written and verbal communication skills.

Responsibilities

• Facilitate and administer on-demand premium drafting via telephony software for policyholders following department guidelines while adhering to compliance regulations
• Apply incoming premiums for life and annuity products in accordance with departmental policies and procedures
• Refund overpaid premiums and perform basic accounting transactions between company accounts. Review suspense entries, restricted/suspended policies, and resolve basic customer inquiries
• Various other duties based on department needs and individual capacity

Skills

Accounting principles

Customer service

Communication

Attention to detail

Multi-tasking

Teamwork

Learning mindset

Critical thinking

Education

Bachelor's degree or equivalent

Tools

Americo systems

Microsoft Excel

Microsoft Word

Microsoft Outlook

Navision

SSRS

Calabrio

Job description

Americo is hiring a full-time Premium Billing Specialist to join our expanding team!
The hours for this position are 8:00 - 5:00, onsite at our downtown Kansas City office.

Job Description:

The primary purpose of this position is to provide an entry level for candidates who have not demonstrated the education/job experience for a Level 2. This role is responsible for processing incoming payments and handling of phone inquiries from external and internal customers and other duties as assigned.

Key Responsibilities:

• Facilitate and administer on demand premium drafting via telephony software for policyholders following department guidelines while adhering to compliance regulations
• Apply incoming premiums for life and annuity products in accordance with departmental policies and procedures
• Refund overpaid premiums and perform basic accounting transactions between company accounts. Review suspense entries, restricted/suspended policies, and resolve basic customer inquiries
• Various other duties based on department needs and individual capacity

Experience and Qualifications:

• Basic comprehension of Accounting Principals
• Comprehension of Americo processes and systems (NBUW, Vantage, AWD, Americo.com, Microsoft Outlook, SSRS, Navision, PAS, Dashboard, My Americo, Sales Connection, Suitability Interview Program, Calabrio, Finesse, Microsoft Excel, Microsoft Word)
• Basic Customer Service and Financial Services knowledge
• Excellent written and verbal communications with the ability to interact with internal staff via phone once role proficiency has been obtained
• Detail oriented – deliver consistently high quality output
• Multi-tasking without undue stress
• Ability to be a team player (foster mutual respect in your dealings with others)
• Ability to thrive in a learning environment (cross train, added responsibilities)
• Critical thinking skills

Education:

Four-year college education or equivalent work experience