Premium Billing Specialist

Posted Yesterday
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Kansas City, MO, USA
In-Office
Entry level
Insurance
The Role
Processes incoming premium payments for life and annuity products, administers premium drafts, issues refunds, performs basic accounting transactions, reviews suspense and restricted-policy entries, and responds to customer inquiries while following department policies and compliance requirements.
Summary Generated by Built In

Premium Billing Specialist I

Americo is hiring a full-time Premium Billing Specialist to join our expanding team!
The hours for this position are 8:00 - 5:00, onsite at our downtown Kansas City office.

Job Description:

The primary purpose of this position is to provide an entry level for candidates who have not demonstrated the education/job experience for a Level 2. This role is responsible for processing incoming payments and handling of phone inquiries from external and internal customers and other duties as assigned.

Key Responsibilities:

  • Facilitate and administer on demand premium drafting via telephony software for policyholders following department guidelines while adhering to compliance regulations
  • Apply incoming premiums for life and annuity products in accordance with departmental policies and procedures
  • Refund overpaid premiums and perform basic accounting transactions between company accounts. Review suspense entries, restricted/suspended policies, and resolve basic customer inquiries
  • Various other duties based on department needs and individual capacity

Experience and Qualifications:

  • Basic comprehension of Accounting Principals
  • Comprehension of Americo processes and systems (NBUW, Vantage, AWD, Americo.com, Microsoft Outlook, SSRS, Navision, PAS, Dashboard, My Americo, Sales Connection, Suitability Interview Program, Calabrio, Finesse, Microsoft Excel, Microsoft Word)
  • Basic Customer Service and Financial Services knowledge
  • Excellent written and verbal communications with the ability to interact with internal staff via phone once role proficiency has been obtained
  • Detail oriented – deliver consistently high quality output
  • Multi-tasking without undue stress
  • Ability to be a team player (foster mutual respect in your dealings with others)
  • Ability to thrive in a learning environment (cross train, added responsibilities)
  • Critical thinking skills

Education:

Four-year college education or equivalent work experience

#AMERICO #LI-KC2

Skills Required

  • Basic comprehension of accounting principles
  • Knowledge of Americo processes and systems
  • Basic customer service and financial services knowledge
  • Excellent written and verbal communication skills
  • Ability to produce consistently high-quality work with strong attention to detail
  • Ability to multitask without undue stress
  • Ability to work collaboratively and foster mutual respect
  • Ability to learn, cross-train, and take on additional responsibilities
  • Critical thinking skills
  • Four-year college education or equivalent work experience
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The Company
HQ: Kansas City, MO
421 Employees
Year Founded: 1946

What We Do

Americo offers a complete portfolio of competitive life insurance, Medicare Supplement insurance, and annuity products. Every product is designed with our policyholders and agents in mind. A customer-centric attitude combined with sound management and business practices has brought us to the top of our game.

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