What are the responsibilities and job description for the Bookkeeping / Customer Service Specialist position at Accountants One?
100% in-office in Brookhaven w / great work-life balance
Bookkeeping / Customer Specialist'sfunction : ensuresthat policy contract changes are administered correctly and communicated to agents, policyholders and internal stakeholders.
Bookkeeping tasks :
- Apply strong analytical, organizational, and problem-solving skills
- Review policyholder services suspense reports daily to verify and process premium payments that don't match CRM premium
- Process refunds, manage chargebacks for credit card payments, reversing incorrect payments as needed
- Request stop payments on, and reissue stale dated or returned checks
- Monitor and maintain re-occurring monthly checks
- Reconcile various reports from the accounting department on monthly basis
- Conduct audits for premium history, loan history, and annuity history
- Complete calculations for policies placed on extended term and reduced paid-up
Customer Service and Support tasks :
Qualifications :
