Spec II CX Operations

This is a fully remote position, open to applicants in New York.

📋 Description

• Analyze premium reports, pinpoint exceptions, and investigate discrepancies that require correction or follow-up.

• Assist in the balance-due process by reviewing outstanding amounts, documenting findings, and executing follow-up actions.

• Pursue premium reports that are missing or contain incomplete information and acquire the necessary documentation.

• Engage with insureds and producers concerning premium-report discrepancies, required corrections, and absent information.

• Accurately process premium payments through authorized electronic payment systems, such as E-Pay and Virtual Terminal.

• Draft and dispatch correspondence addressing premium discrepancies, missing information, balances due, and other billing situations.

• Aid the Premium Application Specialist with premium research, payment application, exception resolution, and related billing tasks.

• Collaborate with other departments to investigate discrepancies, exchange information, and facilitate resolutions.

• Execute related billing and administrative responsibilities as assigned.

• Maintain accurate records and protect confidential information.

• Complete assigned tasks within specified service standards.

• Escalate any unresolved or unusual premium issues through the designated channels.

⛳️ Requirements

• Previous experience in the insurance industry is essential.

• An associate degree is preferred; relevant work experience may be considered as a substitute for the degree.

• Experience in premium billing, payment processing, or related account administration is highly desirable.

• Exceptional attention to detail.

• Professional communication skills, both over the phone and electronically.

• Strong analytical and problem-solving capabilities.

• Ability to verify information, review completed work, and rectify discrepancies.

• Proficiency in Microsoft Excel and Word.

• Capacity to adapt to shifting priorities, procedures, workloads, and business needs.

• Skill in communicating clearly and professionally with insureds, producers, and internal stakeholders.

• Ability to handle multiple assignments and competing deadlines in a fast-paced environment.

🏝️ Benefits

• Comprehensive health insurance.

• Dental insurance.

• Vision insurance.

• Mental health benefits.

• Employee assistance program.

• Paid time off.

• Paid parental leave.

• Short-term disability.

• Cultural observance day.

• Contributions to healthcare accounts.

• Pension plan.

• 401(k) plan with Company matching.

• ProHealth Rewards platform offering cash rewards.

• Annual incentive based on individual and Company performance.

• Remote work arrangement.