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Payment Center Processing Specialist

1 month ago

Addison, United States National Life Group Full time
Payment Processing Specialist

Summary

As a Payment Processing Specialist, you will use a variety of systems to handle client payments, updating banking information, and answering questions about payments for internal and external customers. You will work closely with multiple operational units to provide seamless service excellence and customer confidence with quality, urgency, and caring curiosity.

Key Responsibilities

  • Provide accurate, valid, and complete information to authorized customers, agents, and TPAs - Including policy information, interpretation, coverages, products (validating caller identification and authority)
  • Accurately process client payments and disbursements in a timely fashion, adhering to team standards for completion (SLAs).
  • Research customer requests to ensure proper documentation and procedural protocols are followed.
  • Use various reports to monitor and track activities ensuring all accounts are balanced, cleared, and audit ready.
  • Assist leaders/teammates in researching and resolving difficult (escalated) problems, resulting in follow-up with clients, agents, and/or colleagues.
  • Document work by following standard procedures and communicate with teammates on task completion.
  • Identifies opportunities to improve efficiencies and work with team to suggest and implement process improvements.
  • Evaluate your Quality Assurance reviews.
  • Support projects and special assignments, as needed.
  • Support immediate requests of all incoming phone calls and emails by processing payments, confirming policy information, and managing account and/or policy detail changes.
  • Meet performance goals for individuals and team in the areas of efficiency, accuracy, quality and customer satisfaction.
Education Requirements:
  • High School Diploma or equivalent, and 1-2 years of relevant experience
  • Bachelor’s degree is a plus
Knowledge / Skills
  • Well-organized in a complex digital environment while working multiple cases at once; comfortable toggling between multiple programs and screens
  • Excellent, clear verbal and written communication skills
  • Strong time management skills and able to meet established deadlines
  • Thrives in a fast-paced environment
  • Exemplary attention to detail
  • Maintains confidentiality and professionalism in all settings
  • Proficient in MS Office Suite (Word, Excel, Outlook); comfortability working in different technologies (e.g. Mainframe - Traditional Life Insurance and Vantage), OnBase, banking websites )
  • Background check and fingerprinting required
  • Overtime work may be required, and may be requested on short notice
Factors that lead to success:
  • You are a lifelong learner
  • You are a hunter for information
  • You communicate effortlessly and aren’t scared to ask questions
  • You enjoy teamwork and bringing out the best in your peers
  • You are motivated by helping others
  • You are flexible and adaptable
  • You work well on and with a team, yet independently thrive on driving for results
  • You deal comfortably with the uncertainty of change
  • You are curious and ask questions to get to the root cause of a problem


The base compensation range represents the low and high end of the compensation range for this position. Actual compensation will vary and may be above or below the range based on various factors including but not limited to qualifications, skills, competencies, location, and experience. The range listed is just one component of our total compensation package for employees. Other rewards may include an annual bonus, quarterly bonuses, commissions, and other long-term incentive compensation, depending on the position. National Life offers a competitive total rewards package, which includes a 401(k) retirement plan match, medical, dental, and vision insurance, paid holidays, and a generous paid time off plan, as well as other benefits.

National Life Group® is a trade name of National Life Insurance Company, Montpelier, VT – founded in 1848, Life Insurance Company of the Southwest, Addison, TX – chartered in 1955, and their affiliates. Each company of National Life Group is solely responsible for its own financial condition and contractual obligations. Life Insurance Company of the Southwest is not an authorized insurer in New York and does not conduct insurance business in New York. Equity Services, Inc., Member FINRA/SIPC, is a Broker/Dealer and Registered Investment Adviser affiliate of National Life Insurance Company. All other entities are independent of the companies of National Life Group.

Fortune 1000 status is based on the consolidated financial results of all National Life Group companies.

National Life Group

1 National Life Dr

Montpelier, VT 05604

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National Life is accepting applications for this role on an ongoing basis and the role remains open until filled.