What are the responsibilities and job description for the Agency and Billing Specialist position at Armed Forces Benefits Assoc.?
About Armed Forces Benefit Association (AFBA) and 5Star Life
In 1947, AFBA emerged from the basement of the Pentagon to solve a critical need in support of the military. More than 75 years later, our commitment to those who serve and to solving their unique problems remains core to everything we do. Founded to provide military members with a death benefit no one else would, we continue to embrace our mission and deliver benefits tailored to the real-life needs of all who serve today, including active duty, National Guard, and first responders. Providing protection to those who go in harm’s way, we ensure survivor and other benefits are available to all who serve, defend, and protect our great nation, no matter what. 5Star Life Insurance Company was founded in service and carry that mission today by committing to serve those who serve, from underwriting benefits for military and first responder families to providing coverage to the employees that keep our communities running. Our commitment to our communities – rather than the bottom line- drives our business.
We offer a flexible hybrid work environment, allowing you to enjoy the best of both worlds with 3 days in the office and up to 2 days working remotely each week. This position is in Lincoln, NE
About the Role:
At 5Star, customer experience is our differentiator. The Agency and Billing Specialist is an important part of the Policy Administration team. As the conduit between agents and our internal sales, support, and finance groups, this role ensures that our external partners and customers receive the information they need in a timely manner, developing relationships through friendly and accurate interactions, every time.
Essential Duties and Responsibilities
- Working with Account Managers and New Business teams, build out and maintain agent information within SalesForce and other relevant systems. Regularly reviewing accounts for quality assurance purposes, updating system information as needed regarding licensure, contact information, and other pertinent changes.
- Respond to agent emails and calls, providing requested information. Assist in training agents to utilize the on-line information portal, and providing support as needed with log-ins.
- Assist in the preparation, review, and dissemination of various reports and tax forms, including Schedule As, Form 5500s, commission payment schedules, and other items as needed.
- Provide information to support internal and external audits.
- Answer requests for information from individual customers regarding billing questions and updates.
- Assist with Policyholder Service tasks as needed, including creating reports on an ad-hoc basis.
- Document processes and process updates for the purpose of training other team members.
Education, Licensure, Certification, and Experience
- HS diploma, some college preferred
- Experience in basic financial accounting
- Strong proficiency in Excel – Vlookup, Pivot tables
Knowledge, Skills, and Abilities
- Analysis and comprehension skills
- Knowledge of basic financial concepts
- Familiarity with using Microsoft tools such as Word and other Office products
- Familiarity with SalesForce
- Working understanding of insurance business and processes
- Excellent time management skills
- Good command over spoken and written communication
- Ability to thrive under own direction and as part of a larger project team
- Organizational and presentation skills
Benefits We Offer
At our company, we believe in taking care of our employees both professionally and personally. We offer a comprehensive benefits package designed to support your health, well-being, and career growth. Our benefits include:
- Health insurance (medical, dental, and vision)
- Flexible spending accounts (medical and dependent care)
- 401k plan with generous employer match
- Paid time off
- Paid holidays (12)
- Life insurance
- Short- and long-term disability insurance
- Employee assistance program
- Professional development & tuition reimbursement
- Career growth opportunities
- On-site gym and locker rooms (Alexandria, VA office only)
- Friendly, collaborative culture
Join us and experience a workplace that values your contributions and supports your journey to success!
Qualified people of all races, ethnicities, ages, sex, genders, sexual orientations, national origins, gender identities, marital status, religions, veterans' statuses, disabilities, and any other protected classes are strongly encouraged to apply. As an equal opportunity workplace, we are committed to creating an inclusive environment for all employees. AFBA and 5Star Life Insurance Company endeavors to make reasonable accommodations to the known physical or mental limitations of qualified applicants with a disability unless the accommodation would impose an undue hardship on the operation of our business. If an applicant believes they require such assistance to complete the application or to participate in an interview, or has any questions or concerns, they should contact Human Resources (hr@afba.com). EEO is the Law (Link to external DOL site). AFBA and 5Star Life Insurance Company is an Equal Opportunity Employer and an E-Verify Employer.
