CSR Billing

This position assists agents, insureds and mortgage companies with policy and billing related inquiries. This position is responsible for working with their team to achieve designated service standards and assist others to meet those standards. This position also processes premium payments, suspense applications and issues refund checks. In addition, it involves data entry, filing, oral and written communication, working knowledge of the Billing system, as well as reviewing and balancing reports. This position is also responsible for workflow tracking, quality control, training, CSR procedural support and the fostering of team, departmental and company relationships and promoting positive agency affiliations.  Position may also require performing job functions within other departments as assigned
Salary Grade (5)  17.41 - 21.76 - 26.11

ESSENTIAL DUTIES AND RESPONSIBILITIES include the following.  Other duties may be assigned.

Answers telephone inquiries from agents, insured, mortgage companies and internal personnel in a courteous and professional manner.

Processes premium and suspense payments received at the home office.

Performs the daily remote deposit for in-house premium payments and miscellaneous receivables, including preparation of the cash receipt voucher.

Returns late and/or insufficient premium payments that could not be applied to insured accounts.

Processes return premium and cancellation checks.

Maintain organization of digital files per guidelines.

Reviews and mails debt collection correspondence, tracks collection results, and submits outstanding debts to collection agency as necessary.

Processes necessary policyholder account adjustments resulting from bank errors and non-sufficient fund transactions. This includes preparation of supporting documentation for related journal entries and policyholder notification.

Understanding of WRG’s software programs and ability to handle inquiries from internal and external customers.

Troubleshoot and report problems to immediate supervisor that result from processing errors.

Work closely with Underwriters and their respective managers to achieve departmental service standards.

Demonstrate leadership skills, positive attitude and create a favorable experience for the customers contacting the department.

May be required to perform job functions of other areas within the Business Operations Department.

Assists with other miscellaneous duties as assigned by the Billing Service Supervisor.

SUPERVISORY RESPONSIBILITIES

This job has no supervisory responsibilities.

QUALIFICATIONS

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

EDUCATION and/or EXPERIENCE

1 years previous office related experience preferred

Introductory education course will be required if no prior insurance experience

Excellent verbal and written communication skills        

Ability to handle multiple tasks in a changing work environment

Excellent PC and Data Entry skills

Ambitious and self-motivated

Exceptional interpersonal communication skills

Strong prioritization and organizational skills

Ability to think “Outside the Box”

Prior Billing/Accounting experience a plus

LANGUAGE SKILLS

The individual must be able to effectively and clearly communicate with internal and external customers via telephone, fax, e-mail, text messaging, one-on-one dialogue and small group presentations in a highly professional manner.

REASONING ABILITY

The position requires the individual to apply common sense, understanding, reasoning and sound educated judgment coupled with training and experience to properly evaluate and analyze work for recommended action within assigned authority levels.

CERTIFICATES, LICENSES, REGISTRATIONS

None required
Additional insurance course work and seminars/webinars are recommended

PHYSICAL DEMANDS

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Employees are required to perform various PC functions at a workstation.  Additionally, the employee is required to devote substantial time to telephone communication.

The employee may be required to stand, walk, reach with hands and arms and bend or squat, to perform various functions.  The employee is required to lift up to 45 pounds.  The employee may be required to perform these duties one or more days per week.

Employees may be required to travel from time to time.  This may require extended periods of time sitting in a vehicle.

WORK ENVIRONMENT

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform these essential functions.

The employee will be assigned a specific workstation.  The work station has the necessary  space and equipment to perform the position duties.