Policy Service Clerk

Illinois Mutual • Peoria, OK

2d • $37,500 - $39,000 • Onsite

About The Position

The Policy Service Clerk assists with accurate and timely billing, reconciliation, and payment processing for payroll deduction accounts, along with other duties in the Policy Service Department. The role handles customer inquiries and routine policy service requests, provides accurate information using departmental processes, and works with employers as needed. The clerk develops knowledge of company processes, systems, and payroll deduction account administration while meeting departmental service, quality, and productivity goals. The position is based in the Home Office and reports to Jennifer Schulze.

Requirements

• High school diploma or equivalent required.
• At least one year of customer service experience required.
• Clear, concise oral and written communication skills.
• Customer-focused approach and ability to adapt and respond to differing personalities.
• Ability to prioritize and monitor work effectively to achieve timely results.
• Ability to maintain confidentiality and adhere to privacy standards.
• Ability to learn systems, processes, and procedures quickly.
• Ability to maintain professionalism.
• Ability to multitask and meet deadlines effectively.
• Flexibility and adaptability to change.
• Attention to detail.
• Strong initiative and sound judgment.
• Ability to work successfully in a team environment.
• Proficiency in Microsoft Office programs.
• Strong mathematical skills.

Nice To Haves

• Some college education.
• Payroll or billing experience.
• Prior insurance industry experience.
• Bilingual skills, particularly Spanish.

Responsibilities

• Answer customer inquiries by phone, email, or written correspondence.
• Process basic customer requests, including cancellations, terminations, and bill reproductions, and update policy information accordingly.
• Reconcile and process billings under general supervision, including timely payment processing, balancing suspense accounts, and working directly with employers as needed.
• Develop the skills needed to apply company processes and use its systems.
• Provide accurate, valid, and complete information using departmental processes and procedures.
• Identify and assess customer needs to achieve satisfaction.
• Develop basic knowledge of administering payroll deduction accounts.
• Escalate difficult or complex service situations as needed.
• Meet documented departmental service-level agreements, quality goals, and quantity goals.
• Complete policy searches accurately and promptly as directed by state insurance departments and department leadership.
• Distribute department documentation accurately and promptly, physically and electronically.
• Attend and participate in team and department meetings.
• Assist other team members as needed.
• Perform other duties affecting the Policy Service Department as assigned.

Benefits

• Compressed four-and-a-half-day work week with half-day Fridays.
• No monthly premium cost for employee medical, life, and disability insurance coverage.
• Paid time-off accrual, including annual rollover, and paid holidays.
• Competitive 401(k) plan with immediate vesting on company contributions.
• Discounted on-site employee cafeteria.
• On-site exercise facility and company-provided exercise time.
• Tuition reimbursement and training incentives.
• Access to voluntary dental and vision insurance coverage.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED