Spec II CX Operations (Remote)
About The Position
The Billing Specialist works remotely with the Billing Manager and Premium Application Specialist to research and resolve premium payment exceptions, follow up on missing or inaccurate information, process premium payments, and communicate with insureds, producers, and internal departments to support accurate and timely premium administration. The role completes assigned work accurately and within documented service standards, maintains clear records, safeguards confidential information in accordance with company policies, and promptly escalates unresolved or unusual premium issues through established channels.
Requirements
- Prior insurance-industry experience is required.
- Strong attention to detail when reviewing premium reports, processing payments, and documenting account activity.
- Ability to communicate professionally and courteously by telephone and through electronic channels.
- Strong analytical and problem-solving skills to identify discrepancies, evaluate supporting information, and resolve premium issues.
- Ability to verify information, review completed work, and correct discrepancies before finalizing transactions or correspondence.
- Proficiency in Microsoft Excel and Word, including organizing and reviewing data, preparing correspondence, and maintaining accurate records.
- Ability to adapt effectively to changing priorities, procedures, workloads, and business needs.
- Clear, professional written and conversational communication with insureds, producers, and internal partners.
- Ability to manage multiple assignments, prioritize competing deadlines, and maintain accuracy in a high-volume environment.
Nice To Haves
- An associate degree is preferred; relevant work experience may be considered in place of the degree.
- Experience with premium billing, payment processing, or related account administration is strongly preferred.
Responsibilities
- Review premium reports, identify exceptions, and research discrepancies requiring correction or follow-up emails.
- Support the balance-due process by reviewing outstanding amounts, documenting findings, and completing assigned follow-up activities.
- Follow up on premium reports with missing or incomplete information and obtain the documentation needed to resolve issues.
- Communicate with insureds and producers to review premium-report discrepancies, explain required corrections, and obtain missing information.
- Process all types of premium payments accurately through approved electronic payment systems, including E-Pay and Virtual Terminal.
- Prepare and send correspondence addressing premium discrepancies, missing information, balances due, and other assigned billing scenarios.
- Support the Premium Application Specialist with premium research, payment application, exception resolution, and related billing activities.
- Partner with other departments to investigate premium discrepancies, share necessary information, and coordinate resolutions.
- Perform other related billing and administrative duties as assigned.
Benefits
- Comprehensive health insurance
- Dental insurance
- Vision insurance
- Mental health benefits and an employee assistance program
- Paid time off and paid parental leave
- Short-term disability
- Cultural observance day
- Contributions to healthcare accounts
- Pension plan
- 401(k) plan with company matching
- ProHealth Rewards platform with opportunities to earn cash rewards
- Annual incentive based on individual and company performance
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
Associate degree
