AmeriLife · 13 hours ago
Billing Representative
AmeriLife is a leader in the development, marketing, and distribution of insurance solutions for retirement planning. The Billing Representative is responsible for processing premium receipts and funds transfer requests, maintaining accurate records, and reconciling billing statements and payments from clients.
Financial ServicesHealth CareHealth InsuranceInsuranceLife InsuranceMarketing
Responsibilities
Application of multi pay mode premiums, including, but not limited to - weekly, bi-weekly, semi-monthly and monthly premium payments and payroll deductions received from individuals and clients
Processing of billing related correspondence
Reconciliation and audit of expected versus actual payroll deductions, and responsible for resolving all discrepancies found during the reconciliation
Processing request for refunds of premiums, retro-dated premium changes, invoice adjustments and validating transactions are completed and accounted for accurately in the administrative system
Setup and processing of simplified billings (group bills) and processing service requests related to these groups
Process changes in payment methods based on requests from the customer or client
Responsible for communicating with carrier, independent office staff, agents, and customers via email, telephone or regular mail to provide policy information requested
Responsible for tracking payments and ensuring they are received timely to prevent lapses in coverage, and notifying clients and individuals if payments are not received by established deadlines
Qualification
Required
Experience in Microsoft office Suite (Excel, Word, Outlook). Excel usage will be a large percent of each work day. Excel knowledge is a necessity
Data reconciliation skills
Strong organizational skills
Attention to detail and the ability to work efficiently under deadline pressure is essential
This is a hybrid role, which does require in office attendance on a regular, weekly basis
Able to multitask, prioritize, and manage time efficiently
Able to work in a fast-paced, team environment as well as independently
Strong interpersonal skills; effective oral and written communications both internally and externally
Flexibility and adaptability; energetic and self-driven
Preferred
Familiarity with a variety of insurance industry concepts, practices and procedures
Experience in working with Benefit Enrollment / Benefit Administration Systems is a plus
Benefits
PTO
Medical
Dental
Vision
Retirement savings
Disability insurance
Life insurance
Company
AmeriLife
AmeriLife provide insurance and retirement solutions to enhance the lives of pre-retirees and retirees.
Funding
Current Stage
Late StageTotal Funding
$395MKey Investors
Genstar Capital
2022-06-13Secondary Market
2020-01-07Acquired
2019-06-18Debt Financing· $395M
Recent News
2026-01-16
Company data provided by crunchbase