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About the Role

Administer services to Group Billing, Credit Union and Individual clients, ensuring compliance with regulatory guidance.

Responsibilities

• Process billing, adjustments, and verifications; reconcile payments and follow up.
• Monitor assigned cases for timely payment remittance and processing.
• Process general service requests including salary savings list bills, premium and loan payments, pre-nonforfeiture processing, health policy billing, policy system correction requests, DAC tax reporting, beneficiary changes, submission of policy system correction requests, and returned checks.
• Confer with Agents, payroll offices, and customers regarding post-issue service requests and questions.
• Manage Electronic Funds Transfer accounts, perform taxable gain calculations, and tax reporting.
• Process payments by phone and maintain Payment Card Industry compliance for debit and credit card payments.
• Maintain records of customer interactions and transactions.
• Create and update procedural documentation.
• Assist with Call Center overflow calls during high volume periods.
• Assist with departmental training as needed.

Requirements

• Minimum of 2 years of experience in Customer Support.
• Experience in accounting or bookkeeping required.
• Intermediate knowledge of Microsoft Word and Excel.
• Excellent written and verbal communication skills.
• Excellent data entry skills.
• Ability to perform work accurately and thoroughly.
• Ability to address internal and external customer needs.
• Ability to pay close attention to detail.
• Ability to prioritize and organize a heavy workload.

Skills

• Spanish fluency a plus
• Microsoft Word
• Microsoft Excel

Location

• Binghamton, NY
• Houston, TX

Work Type

• Primarily remote
• Periodic time in office

Experience Level

• The level for this position will be determined based on factors including relevant skills, experience and other qualifications.

Education Level

• Associate’s degree in Business or related field of study required.

Salary/Compensations

• $19.02 to $21.03 hourly

About the Company

• Security Mutual is an Equal Opportunity Employer.

Equal Opportunity

• Security Mutual is an Equal Opportunity Employer.