Customer Operations Sr Rep

Securian Financial-posted about 9 hours ago

$18 - $32/Yr

Full-time • Mid Level

Hybrid • Saint Paul, MN

1,001-5,000 employees

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Administration and Client Services (ACS) is part of the Operations area, supporting multiple markets for Securian Financial. The Home Office Billing team plays a critical role in managing premium billing and reconciliation for Employer Market clients. As a Customer Operations Senior Representative, you will work directly with clients and internal partners to resolve billing issues, maintain accuracy, and uphold service excellence. Responsibilities include but not limited to: Premium Billing & Clearing: Generate invoices, clear premium payments, and resolve mismatches daily. Reconciliation: Perform monthly and quarterly reconciliations to ensure accounts are accurate and compliant. Billing Adjustments: Process coverage changes, retroactive updates, and corrections. Past Due Follow-Up: Monitor overdue accounts and escalate per procedures. Reporting & Compliance: Maintain billing reports, audit logs, and adhere to financial regulations. Client Support: Respond to inquiries regarding billing discrepancies and account status. Collaboration: Partner with internal teams, brokers, and clients to resolve issues promptly. Continuous Improvement: Suggest process enhancements and contribute to team efficiency.

Premium Billing & Clearing: Generate invoices, clear premium payments, and resolve mismatches daily.
Reconciliation: Perform monthly and quarterly reconciliations to ensure accounts are accurate and compliant.
Billing Adjustments: Process coverage changes, retroactive updates, and corrections.
Past Due Follow-Up: Monitor overdue accounts and escalate per procedures.
Reporting & Compliance: Maintain billing reports, audit logs, and adhere to financial regulations.
Client Support: Respond to inquiries regarding billing discrepancies and account status.
Collaboration: Partner with internal teams, brokers, and clients to resolve issues promptly.
Continuous Improvement: Suggest process enhancements and contribute to team efficiency.

Strong customer focus for internal and external stakeholders.
Excellent verbal and written communication skills.
Advanced proficiency in Microsoft Excel and Outlook.
Strong attention to detail and ability to maintain accuracy.
Analytical and problem-solving skills with critical thinking ability.
Basic math aptitude for billing calculations and reconciliations.
Ability to prioritize tasks and adapt to changing demands.
Flexibility to work overtime during peak periods.
Commitment to continuous improvement and process innovation.

Paid time off: We want you to take time off for what matters most to you. Our PTO program provides flexibility for associates to take meaningful time away from work to relax, recharge and spend time doing what’s important to them. And Securian Financial rewards associates for their service by providing additional PTO the longer you stay at Securian.
Leave programs: Securian’s flexible leave programs allow time off from work for parental leave, caregiver leave for family members, bereavement and military leave.
Holidays: Securian provides nine company paid holidays.
Company-funded pension plan and a 401(k) retirement plan: Share in the success of our company. Securian’s 401(k) company contribution is tied to our performance up to 10 percent of eligible earnings, with a target of 5 percent. The amount is based on company results compared to goals related to earnings, sales and service.
Health insurance: From the first day of employment, associates and their eligible family members – including spouses, domestic partners and children – are eligible for medical, dental and vision coverage.
Volunteer time: We know the importance of community. Through company-sponsored events, volunteer paid time off, a dollar-for-dollar matching gift program and more, we encourage you to support organizations important to you.
Associate Resource Groups: Build connections, be yourself and develop meaningful relationships at work through associate-led ARGs. Dedicated groups focus on a variety of interests and affinities, including: Mental Wellness and Disability Pride at Securian Financial Securian Young Professionals Network Securian Multicultural Network Securian Women and Allies Network Servicemember Associate Resource Group

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