Payments Operations Specialist
Core
Resolve payment reconciliation issues, disputes, and cancellations for small business insurance policies to prevent coverage loss.
Role type
Payments Operations Specialist
Builds
Documented resolutions for payment discrepancies, finance agreement matches, and cancellation records.
Domain
Commercial Insurance / Payments Operations
Required skills
payment operations, dispute resolution, reconciliation, accounts receivable, numeracy, data analysis, spreadsheet proficiency, AI tool usage
Preferred skills
lending, fraud detection, collections experience, premium finance knowledge
Technologies
spreadsheets, queries, AI tools
Responsibilities
Trace payment questions to end-to-end resolution, match financed policies to agreements, manage pending cancellations, coordinate dispute reviews, reconcile customer/payment/policy records, automate manual reconciliation steps.
Seniority
Individual Contributor