Billing Operations Representative I

Vermont Mutual Insurance•Montpelier, VT

8d•$26 - $29

About The Position

The Billing Operations Representative performs clerical, technical, and specialized accounting tasks related to processing insurance policy payments and disbursements and reconciling customer billing accounts. The position supports the underwriting department by responding to escalated inquiries from agents, insureds, and mortgage companies. It handles payment application, deposits, return-premium disbursements, account balancing, electronic funds transfer tasks, collections preparation, and other billing operations. The role also prepares reports and accounting documents, investigates problem accounts, and organizes related records.

Requirements

Associate degree plus five or more years of relevant experience, or a comparable combination of education and experience.
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

Strong bookkeeping and/or accounting knowledge and skills, including completed coursework.

Responsibilities

Perform clerical accounting tasks associated with a primary accounting function, applying technical policies and procedures.
Support the underwriting department by responding to escalated inquiries from agents, insureds, and mortgage companies.
Apply payments to policies, including unapplied cash from new applications, ACH, credit cards, and sweep payments.
Prepare a daily banking deposit.
Prepare and process disbursements for return premiums.
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 information for policies being sent to collections and review reports.
Perform 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.
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.