Billing Operations Representative I

Vermont Mutual Insurance•Montpelier, VT

About The Position

Performs clerical, technical, and specialized accounting work related to processing insurance policy payments, disbursements, and customer billing account reconciliations. Provides customer service by supporting the underwriting department with escalated inquiries from agents, insureds, and mortgage companies. The position works under the supervision of the Accounts Receivable Manager and is predominantly sedentary in a professional office setting, with frequent computer, keyboard, and phone use. The role is eligible for incentive compensation and benefits; individual base pay depends on experience, skills, qualifications, and geographic location.

Requirements

Associate degree plus five or more years of relevant experience, or a combination of education and experience providing comparable knowledge and skills.
Strong bookkeeping and/or accounting knowledge and skills.
Strong math skills.
Excellent customer service skills.
Familiarity with computerized accounting systems and various software.
Excellent typing, data-entry, and general clerical skills.
Ability to work effectively and cooperatively with a variety of company personnel.
Excellent PC application skills, including Microsoft Outlook, Word, and Excel.

Nice To Haves

Completed bookkeeping or accounting courses are desirable.

Responsibilities

Perform clerical accounting tasks for a primary accounting function using relevant technical policies and procedures.
Support the underwriting department by responding to escalated inquiries from agents, insureds, and mortgage companies.
Apply policy payments, including unapplied cash received with new applications, ACH, credit card, and sweep payments.
Prepare daily banking deposits.
Prepare and process return-premium disbursements.
Perform or assist with routine account balancing and reconciliation, including verifying system report totals against disbursed amounts.
Review and process electronic funds transfer tasks.
Prepare policy information for collections and review related reports.
Transfer money and process stop payments, check returns, write-offs, and non-sufficient funds items.
Prepare and use system-generated reports.
Prepare reports, letters, and accounting forms using Word, Document Manager, and Excel.
Analyze and resolve problem accounts.
Refer unusual circumstances to the manager with recommendations.
Organize and file information as needed.
Perform other duties or special projects as required or assigned.