Are you an experienced and skilled Insurance Operations Specialist looking to join a dedicated team? We are seeking a talented individual to play a vital role in ensuring the accuracy and efficiency of our insurance policy processing and billing procedures. As the Insurance Operations Billing Specialist, your main duties will include applying and reconciling premium payments and addressing inquiries from both sales agents and customers promptly and accurately. The ideal candidate will have experience in basic accounting concepts, a sharp analytical mindset, and a strong commitment to delivering exceptional customer service. This position provides a clear path for career growth and personal advancement within our organization. Join a thriving company that has consistently been honored with awards as a top workplace in Madison. If you are looking for a role where you can make an immediate impact and progress in your career, we urge you to apply as soon as possible. You will work in a collaborative environment at our office on the west side of Madison, with the potential for a hybrid work setup in the future. Responsibilities: • Process billing/payment transactions and reconcile payments for new business, changes and renewals based upon established guidelines. • Review and apply premium payments and reconcile accounts. • Accurately complete service requests including entering information into the appropriate computer system in a timely manner. • Work with underwriting staff to resolve coverage questions. • Answer Inquiries from Agents, Agent Assistants, Customers, and 3rd parties regarding policy or billing via various channels and respond accurately, promptly, and in a professional manner. Qualifications: • Follows through on commitments. • Displays a can-do attitude. • Takes personal responsibility for decisions, actions, and accountability. • Establishes and maintains effective customer (internal & external) customer relationships. • Approaches work in an effective and efficient manner, with an eye on continuous improvement. • Proficient in basic accounting principles, and PC skills. • Effective written and verbal communication skills, including excellent telephone skills. • Participation in industry-related programs such as IIA etc. preferred • Bilingual abilities (Spanish, Hmong, etc.) are a plus. • Possess strong functional/technical knowledge of insurance processing and billing, with high levels of accomplishment. Compensation: $45,000 - $50,000 yr based on experience
• Process billing/payment transactions and reconcile payments for new business, changes and renewals based upon established guidelines. • Review and apply premium payments and reconcile accounts. • Accurately complete service requests including entering information into the appropriate computer system in a timely manner. • Work with underwriting staff to resolve coverage questions. • Answer Inquiries from Agents, Agent Assistants, Customers, and 3rd parties regarding policy or billing via various channels and respond accurately, promptly, and in a professional manner. • Maintain an acceptable productivity and quality level by working with your manager to understand processes and procedures.