Vacancy expired!
- Receive all Liberty Worksite mail from Premium Item Processing area, where mail is received, opened, and sorted.
- Count paid-as-billed payments and deliver to Data Entry to apply as these require no research.
- For payments sent in without a bill (No Bills), research to find the bill, print the bill, use to attempt to reconcile and apply the payment.
- For payments with a bill where the bookkeeper has made changes, ensure that the changes match the payment and apply.
- For any payments in which the changes are not clear, first contact the franchise bookkeeper, then escalate to the agent and/or branch manager for assistance if needed. Follow written guidelines for escalated payments to ensure they are resolved in a timely manner.
- Work premium adjustments, change pending status items, and suspense items.
- Track inventory and provide information to senior management as needed.
- Prepare printed bills to send to scanning unit.
- Make journal entries for the deposit for LNL WS items deposited in PIP and ePay as well as returned items and out-of-balance situations.
- Balance processed payments.
- Work adjustments franchises have made to their bill via the internet. This involves changing their bill so it will match the changes they requested.
- Work Returned Items - send a letter to the franchise, notify the branch, down date the policies, and regenerate a new bill for the month that was returned.
- Clerks must frequently contact bookkeepers and/or branch managers and agents to determine why a payment is different from the bill. Some franchises have many employees and this can become quite complex.
- Excellent verbal and written communication skills.
- Advanced MS Excel skills.
- Proficient use of MS Word and Outlook.
- Critical thinking and problem solving skills required.
- Strong research skills and attention to detail are a must.
- Strong data entry skills.
- Mathematical aptitude needed.
- Ability to work in a fast paced environment and adhere to daily deadlines.
- Time management skills.
- Minimum of HS education. Some college preferred.
- Two to five years of remittance processing experience or other accounting experience.
- Insurance experience a plus.
Vacancy expired!