Premium Billing Specialist

Americo Financial Life and Annuity
  • Kansas City, MO
  • Quick Apply
6 days ago

Job Description

Premium Billing Specialist I

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

#AMERICO #LI-KC2

Numbers & Facts

LocationKansas City, MO

Skills

  • Accountingunmatched
  • Annuitiesunmatched
  • Billingunmatched
  • Customer Support/Serviceunmatched
  • Detail Orientedunmatched
  • Financial Servicesunmatched
  • Microsoft Dynamics NAVunmatched
  • Microsoft Excelunmatched
  • Microsoft Outlookunmatched
  • Microsoft Wordunmatched
  • Multitaskingunmatched
  • Presentation/Verbal Skillsunmatched
  • Regulatory Complianceunmatched
  • Reporting Dashboardsunmatched
  • Resolve Customer Issuesunmatched
  • SQL Server Reporting Services (SSRS)unmatched
  • Salesunmatched
  • Team Playerunmatched
  • Telephony Softwareunmatched
  • Writing Skillsunmatched

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