Customer Service

3 weeks ago


Montpelier, United States Vermont Mutual Full time
Job DescriptionJob Description

To perform a variety of clerical, technical and specialized accounting tasks associated with the processing of insurance policy payments, disbursements, account reconciliation and answering telephone calls related to billing.

DUTIES & RESPONSIBLITIES

  • Perform various clerical accounting tasks associated with a primary accounting function, requiring mastery of a number of technical policies and procedures related to that function.
  • Provide excellent customer service via phone by responding to a wide range of inquiries from agents, insureds and mortgage companies.
  • Open, sort, and screen incoming mail. Apply payments to policies, including unapplied cash received with new applications, ACH, credit card and sweep payments.
  • Prepare a daily banking deposit.
  • Prepare disbursement of payments for return premiums.
  • Review and process customer banking information for automatic payments to company.
  • Perform a variety of miscellaneous tasks, including transferring money, processing stop payments, check returns, write-offs and non-sufficient funds.
  • Prepare and use system generated reports.
  • Prepare reports, letters and accounting forms using Word, Document Manager and Excel
  • Process financial data in accounting software.
  • Organize and file information as needed.
  • Performs other duties or special projects as required or as assigned.

SUPERVISION RECEIVED

Moderate supervision is received from the Direct Bill Manager

QUALIFICATIONS

  • Associates Degree plus one or more years of relevant experience, or a combination of education and experience from which comparable knowledge and skills are required.
  • Basic bookkeeping and/or accounting knowledge and skills including completed courses desirable.
  • Strong math skills.
  • Customer service oriented.
  • Prior telephone customer service experience preferred.
  • Familiarity with computerized accounting systems and various software.
  • Good 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.

PHYSICAL DEMANDS/WORKING CONDITIONS

  • Predominantly sedentary office position in a professional setting with high frequency of keyboarding/computer work and phone use.
  • The physical demands are minimal and typical of similar jobs in comparable organizations.
  • The work environment is representative and typical of similar jobs in comparable organizations.


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