Processing Specialist II

Marsh McLennan•Urbandale, IA

22h•Hybrid

About The Position

This role will provide experienced, independent operational support across policy servicing, billing, invoicing, and account reconciliation activities. You will process routine and complex policy changes, enrollments, renewals, cancellations, and nonpayment items while helping ensure service levels and accuracy are maintained.

Requirements

HS Diploma or Equivalent
Strong attention to detail
Proficiency with MS Office Suite
Ability to manage multiple priorities in a fast-paced environment
Excellent communication and customer service skills

Nice To Haves

5+ years of experience in policy processing, billing, invoicing, or related insurance operations
Experience working with multiple carrier application systems
Familiarity with refunds, invoice offsets, and aged receivables
Knowledge of policy lifecycle processes, including renewals, endorsements, cancellations, and enrollments
Ability to identify and recommend process improvements

Responsibilities

Process routine and complex policy change requests, including coverage adds, deletes, updates, effective date changes, and endorsements
Process multiple quotes and enrollments to create new policies using multiple carrier application systems
Process policy renewals and cancellations
Follow procedures to resolve nonpayment report items such as missed payments, future cancellations, and set refunds and invoice offsets accordingly
Monitor, request refunds, and process invoice offsets to balance accounts
Monitor aged receivables and escalate issues to the team supervisor as needed
Perform basic and complex billing and invoicing reviews
Demonstrate ownership of customer inquiries and follow through to resolution
Contact policyholders to obtain information required to complete transactions
Follow existing SOPs and recommend process improvements to support best practices
Ensure contractual SLA requirements are achieved