Worksite Billing Support Representative jobs in United States
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Boston Mutual Life Insurance · 1 month ago

Worksite Billing Support Representative

Boston Mutual Life Insurance is a progressive life insurance company dedicated to offering financial peace of mind to working Americans and their families. The Worksite Billing Support Representative is responsible for processing administrative transaction requests while maintaining high levels of service professionalism. This role includes sorting correspondence, assigning service tickets, and providing customer service support for inquiries.

Financial ServicesInsurance
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Comp. & Benefits

Responsibilities

Sort letters and distribute to representatives
Assign email service tickets to appropriate representatives
Transfer phone service tickets to appropriate representatives
Respond to level 1 email requests
Resolve email service tickets that do not require a response
Administer clearing of reconciled items in operating account
Move 'in-process' files to 'complete'
Process the assignment/reassignment of cases to representatives and publish to intranet
Split Electronic Payment Processing reports
Send appropriate bills, letters and policy documentation electronically or in Excel format as requested
Process various admin system transactions to add, change or correct policy records; additionally process online portal transactions
Be Knowledgeable of all major functions within the department including, but not limited to: Online Portal, electronic file processing, terminations, and conservation processes
Provide strong customer service support to all telephone and written inquiries, providing accurate and courteous responses in line with our ‘Family Matters’ brand
Comply with privacy guidelines; will protect the privacy of customer information
Performs other duties and/or projects as needed or required

Qualification

Customer serviceMS OfficeOrganizational skillsCommunication skillsInsurance knowledgeMath skillsTeam playerInitiative

Required

High School Diploma required
Minimum of 2 years of business experience required
Excellent written/verbal communication skills
Strong organizational skills that reflect ability to perform and prioritize a high volume of multiple tasks seamlessly with excellent attention to context, substance and detail while meeting goals and strict deadlines
Excellent interpersonal skills and the ability to effectively build and extend relationships
Shows initiative with a 'can do attitude' and the ability to implement changes that will improve workflow
Strong computer skills using MS Office
Good math skills
Team player and ability to work independently

Preferred

Insurance knowledge is a plus

Company

Boston Mutual Life Insurance

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Boston Mutual Life Insurance Company

Funding

Current Stage
Growth Stage

Leadership Team

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Grant Ward
President and COO
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Company data provided by crunchbase