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Customer Specialist - Billing

Acuity Insurance
Sheboygan, WI Full Time
POSTED ON 1/6/2025 CLOSED ON 1/31/2025

What are the responsibilities and job description for the Customer Specialist - Billing position at Acuity Insurance?

Acuity is seeking a Customer Specialist - Billing. This position involves processing all cash, exposure to direct and manual billing procedures and heavy phone correspondence with agents and insureds.

ESSENTIAL FUNCTIONS:

  • Answer phone calls and electronic correspondence received in ACMS regarding billing questions and requests.
  • Addresses basic issues regarding payments received, policy status, and payment plan type.
  • Identifies complex situations requiring the involvement of other units.
  • Provides account summaries by phone or in written form.
  • Determines payment amount needed to reinstate a policy.
  • Accepts check and credit card payments over the phone. Responds to customer chats. Documents all phone calls and chats. 
  • Processes cash payments. Opens, verifies, batches and inputs payments.
  • Processes cash exceptions, billing type changes, billing plan changes and supplemental coverage bills.
  • Processes manual billings for prior term endorsements and audits.
  • Determines and inputs new term and revised deferred billing schedules.
  • Prepares the appropriate letters and notices for application rejections, nonrenewals, mid-term cancellations and reinstatements that cannot be effectively handled by the system.
  • Logs incoming paper audits into the mainframe, logs audit disputes into a database and processes audit items in ACMS (Automated Content Manager System). 
  • Requests loss runs for agents, insureds, and the variable dividend process. 
  • Assists with the collection process.
  • Calculates variable dividends.
  • Contacts new commercial customers to welcome them to Acuity and introduce them to the many resources available on the website.
  • Regular and predictable attendance.
  • Performs other duties as assigned.

EDUCATION: 

High school diploma

EXPERIENCE: 

Prior telephone customer service helpful

OTHER QUALIFICATIONS: 

  • Must be extremely reliable, accurate, responsible, mature person with near perfect attendance.
  • Strong communication and telephone skills. Willingness to provide telephone coverage until 6:00 p.m.
  • Computer knowledge with data entry background. Ability to achieve required keystrokes per hour on alphanumeric data entry with minimal errors.
  • Accuracy with numbers. Familiarity with the use of a basic calculator. Good problem-solving skills.
  • Bilingual skills valued.
  • Willingness to constructively and professionally share ideas and voice opinions in monthly team and individual meetings.
  • Approximately 50% of the staff must rotate into corporate headquarters to complete essential tasks daily.

    *Acuity does not sponsor applicants for U.S. work authorization.* 

    This job is classified as non-exempt. 

    We are an Equal Employment Opportunity employer. Applicants and employees are considered for positions and are evaluated without regard to mental or physical disability, race, color, religion, gender, national origin, age, genetic information, military or veteran status, sexual orientation, marital status or any other protected Federal, State/Province or Local status unrelated to the performance of the work involved.

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