Service Account Representative
Core
Onboard new customers and process monthly financial transactions including bill reconciliation, premium payments, refunds, and policy record corrections.
Role type
Service Account Representative
Builds
Customer accounts and accurate financial records
Domain
Insurance / Financial Services
Required skills
Bill reconciliation, premium payment processing, refund issuance, policy record management, mainframe transaction processing, written and verbal customer service, stakeholder communication, address management, privacy compliance
Preferred skills
Insurance industry knowledge, customer service experience, Microsoft Office (Word, Excel), coaching and training
Technologies
Mainframe systems, Microsoft Office (Word, Excel)
Responsibilities
Reconcile monthly list bills and process premium payments; Identify and resolve account discrepancies; Process returned mail and update addresses; Provide customer service via written and verbal correspondence; Coach and train new hires and peers.
Seniority
Mid-level, hands-on IC