Summary:This position is responsible for providing accounting customer service, processing payment receipts, recording payments to proper accounts, and carrying out a variety of accounting duties according to company procedures.Functions:
- Receive, process, and deposit all payments to the company; reconcile credit card payments and EFT transactions to daily batch and daily reports.
- Provide friendly professional customer service via telephone and email to answer questions and resolve billing problems.
- Review and prepare for mailing: notices of cancellation, lapse notices, payment acknowledgements, replacement bills and underpayment notices.
- Scan supporting documents for receipts and payables to imaging system.
- Take daily deposit to the bank.
- Maintain daily claims disbursements register and reconcile to monthly claims report.
- Process EFT and EFT/NSF transactions.
- Handle collection correspondence on cancelled policies and communication with collection agent.
- Prepare miscellaneous cash receipts for deposit.
- Maintain state requirements file for annual escheats and escrow reporting; prepare and file unclaimed/abandoned property reports utilizing the Freedom Tracker personal computer system.
- Review policy bills and process billing statements.
- Perform all functions and processes related to Unclaimed Property and related tracking.
- Meet with prospective and existing agents to present billing procedures when requested.
- Process Sungard EAS Interface transactions.
- Backup claims check printing.
- Perform other duties as assigned by supervisor.
Requirements
- High School education required.
- Associate degree or business school education preferred.
- Basic knowledge of bookkeeping principles and procedures preferred.
- Strong aptitude for mathematics required.
- Effective interpersonal and communication skills required.
- Accurate keyboarding and calculator skills required.
- Ability to work effectively with company computer systems required.
- Working knowledge of Microsoft Windows, Word, and Excel preferred.
- Ability to multitask with efficiency and accuracy and to meet time schedules required.
- Ability to work with and maintain important company information in strict confidence required.
- Ability to work flexible hours, travel to all organization offices (including in Pennsylvania, Ohio, and South Dakota) and travel to vendor work sites required.
- Ability to work in an office environment with moderate noise level, remain in a stationary position and operate a computer a majority of the time required.
- Ability to move throughout the office to access work materials and to move work materials weighing up to ten pounds daily required.
- Ability to perform the essential functions of the job with or without reasonable accommodation required.