POS Account Analyst - A

Job Description

This position is responsible for processing all activities in the Policy Owner Services department in a timely manner utilizing extensive knowledge of policy rules, procedures and operations for several clients.

RESPONSIBILITIES

1. Responsible for working the message center, handling unapplied cash, processing policy and billing changes and refund and returned checks, invoicing, reconciling group bills, completing the dunning process and working all new incoming mail. Process inflation and Rate Increase offers, Rate Quotes, invoicing, terminations, servicing agent changes, Multi-life group set-up Collection calls, Assist in Call Center overflow and process department reports.

2. Research and respond to escalated requests.

3. Assist with training new and existing team members.

4. Communicate daily with various internal departments.

5. Communicate with external client contacts and participate in client conference calls/meetings.

6. Contact enrollees to obtain missing information, explain procedures answer questions, and other inquiries, as needed.

7. Contact insurance brokers and agents of individual business.

8. Partner with DST team to ensure procedures are being followed.

9. Other duties as assigned.

Requirements

Minimum Qualifications

* College Degree or equivalent work experience, preferred

* 1 year experience in the insurance industry, preferred

* Must be able to type at least 40+ words per minute.

Preferred Qualifications

* Excellent interpersonal and customer service skills.

* Excellent written communication skills are essential.

* Excellent time management and organizational skills with the ability to handle multiple tasks while meeting established deadlines and performance standards.