Job Details

Our Company

Explore how you can contribute at AmeriLife.

For over 50 years, AmeriLife has been a leader in the development, marketing and distribution of annuity, life and health insurance solutions for those planning for and living in retirement.

Associates get satisfaction from knowing they provide agents, marketers and carrier partners the support needed to succeed in a rapidly evolving industry.

Job Summary
The Billing Representative is responsible for processing all requests associated with premium receipts and funds transfer requests for our brokered insurance products. The daily functions including, but not limited to, data entry on various internal systems to maintain accurate records, reconciling various billing statements and payments from clients, maintaining accurate data on various administrative systems and Excel spreadsheets.

Job Description

Duties/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.

The above reflects the duties for this job but does not restrict the tasks that may be assigned. Management may assign or reassign duties and responsibilities to this job at any time for business reasons.

Qualifications

• Familiarity with a variety of insurance industry concepts, practices and procedures, preferred.
• 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.
• Familiar with a variety of insurance industry concepts, practices and procedures are preferred.
• 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.
• Experience in working with Benefit Enrollment / Benefit Administration Systems is a plus.

What AmeriLife Offers

A comprehensive benefits package that includes PTO, medical, dental, vision, retirement savings, disability insurance, and life insurance.

Equal Employment Opportunity Statement

We are an Equal Opportunity Employer and value diversity at all levels of the organization. All employment decisions are made without regard to race, color, religion, creed, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), sexual orientation, gender identity or expression, age, national origin, ancestry, disability, genetic information, marital status, veteran or military status, or any other protected characteristic under applicable federal, state, or local law. We are committed to providing an inclusive, equitable, and respectful workplace where all employees can thrive.

Americans with Disabilities Act (ADA) Statement

We are committed to full compliance with the Americans with Disabilities Act (ADA) and all applicable state and local disability laws. Reasonable accommodations are available to qualified applicants and employees with disabilities throughout the application and employment process. Requests for accommodation will be handled confidentially. If you require assistance or accommodation during the application process, please contact us at ...@AmeriLife.com.

Pay Transparency Statement

We are committed to pay transparency and equity, in accordance with applicable federal, state, and local laws. Compensation for this role will be determined based on skills, qualifications, experience, and market factors. Where required by law, the pay range for this position will be disclosed in the job posting or provided upon request. Additional compensation information, such as benefits, bonuses, and commissions, will be provided as required by law. We do not discriminate or retaliate against employees or applicants for inquiring about, discussing, or disclosing their pay or the pay of another employee or applicant, as protected under applicable law. Pay ranges are available upon request.

Background Screening Statement

Employment offers are contingent upon the successful completion of a background screening, which may include employment verification, education verification, criminal history check, and other job-related inquiries, as permitted by law. All screenings are conducted in accordance with applicable federal, state, and local laws, and information collected will be kept confidential. If any adverse decision is made based on the results, applicants will be notified and given an opportunity to respond.