Premium Accounting Associate

Hallmark Financial Services Inc.•Dallas, TX

About The Position

Job Summary: The Premium Accounting Associate handles a large volume of service requests through Premium Accounting email and Diamond workflow. The Premium Accounting Associate processes return premium refunds and posts daily premium payments. The Premium Accounting Associate provides excellent customer service to Hallmark agents and policyholders. Essential Duties and Responsibilities include the following. Other duties assigned as needed.

Requirements

High school diploma or GED required, with some college or 1-3 years of related experience.
Basic Microsoft Office skills
Knowledge of Diamond Billing strongly preferred
Ability to work in a fast-paced team environment efficiently and accurately
Detailed oriented with the ability to analyze and resolve problems independently
Ability to generate and work with various system reports performing basic accounting functions
Proficient in insurance policy billing
Excellent oral, written and interpersonal communication skills
Customer service skills
Flexible to daily changing needs and job duties

Nice To Haves

Insurance experience is preferred.
Knowledge of Diamond Billing strongly preferred

Responsibilities

Post incoming accounts receivable (AR) payments to Diamond Billing from various payment channels including Speedpay and mailed-in payments.
Balance daily AR posting to Diamond system reports and reconcile discrepancies.
Prepare and upload bank deposit via remote capture to bank.
Post returned payment items to policies.
Process recurring bank draft and credit card account changes accurately and timely.
Review and process policy refunds.
Handle incoming service requests in Premium Accounting email.
Inbound and outbound phone calls to agents and policyholders to explain and resolve policy billing inquiries.
Other tasks and projects may be assigned

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