Billing Sr Representative
Company: Securian Financial Group
Location: Lakeville
Posted on: January 25, 2023
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Job Description:
*At Securian Financial the internal title for this position is
Customer Operations Sr Rep. Overview: Affinity Customer Service is
a part of the Business Services area providing operations support
to multiple markets for Securian Financial, including Employer and
Financial Institution Groups. This shared services division aligns
with Vision 2020 initiative, including goals to improve customer
experiences and internal efficiencies. This includes streamlining
workflows and providing excellent service that meets or exceeds our
customers' expectations.Client Billing supports the billing and
premium reconciliation needs for the Employer Market. Associates on
this team provide a variety of requested billing services and work
to resolve discrepancies between the expected billed amount and
what the employer remits. This position works directly with our
clients building lasting relationships and coordinates with our
internal partners in providing exceptional service.
Responsibilities include but not limited to: Bill, clear, and
reconcile group premiums. Follow-up to obtain missing information
needed to clear premiums. Address discrepancies and partner closely
with internal resources, external clients and or
brokers/distributors to resolve billing issues in a timely manner.
Use sound judgement to research and resolve problems that prevent
premium clearing, including researching client remittance documents
and files, as well as matching premium payment info to our
administrative systems. Clearly communicate all billing
discrepancies identified, document all issues and ensure timely
resolution. Report, log and appropriately escalate past due
premium/clients per procedures. Manage and maintain all necessary
reports to ensure premium is cleared in a timely manner, maintain
compliance with all financial reporting rules and regulations, and
internal audit requirements. Place Outbound administration follow
up calls. Support Inbound call center overflow calls as needed to
support volume spikes ensuring service level agreements are
achieved. All tasks must adhere to department quality standards and
be completed within service level obligations. Qualifications:
Strong customer focus for both internal and external customers.
Verbal and written communication skills to convey accurate
information to clients, internal partners, and participants.
Business math skills to calculate premium due, adjustments, and
determine paid to dates, including a general understanding of
accounting principles. Analytical and problem solving skills to
research and resolve problems and reconcile billings. Organization
and planning skills to prioritize work and adjust to meet
deadlines. Strong attention to detail to ensure accuracy in
creating system records, researching account problems and
performing detailed calculations. Ability to perform within
established department goals including quality assurance (QA).
Ability to apply good judgement to situations. PC skills, including
knowledge of Microsoft Word and Excel. Good prioritization skills
and adaptable to change. Ability to work effectively both
individually and in a team environment. Professionalism combined
with a positive can-do attitude. Willingness to suggest new ideas,
processes and procedures. Demonstrate a willingness to help others
and be cross trained in other departments. Flexibility to work
overtime during peak volumes. Physical job requirements: Ability to
work at least 40 hours per week Ability to utilize keyboard, mouse
and computer for up to 8 hours per day Ability to utilize phone for
approximately 7 hours per day Ability to perform simple grasping
including handwriting, paper manipulation, sorting, folding, etc.
periodically throughout entire workday The physical job
requirements described above are representative of those that must
be met by an employee to successfully perform the essential
functions of this job. Reasonable accommodations may be made to
enable individuals with disabilities to perform the essential
functions. Securian Financial has been around for 140 years. Were
committed to giving back to our community, donating 15,000 employee
volunteer hours this past year. We also provide extensive resources
to our employees for professional development and growth and a
number of diverse professional and social opportunities throughout
the company. Theres a reason our employees have voted us as a best
place to work year after year! In addition: Generous paid time off.
We want you to take time off for whatever matters most to you!
Tuition reimbursement program. We value continuous learning at
Securian! Company-funded pension plan as well as 401K retirement
plan great resources to secure your financial future. Continuous
opportunities for new challenges. Variety of health plan options as
well as dental and vision plans. Paid maternity/paternity leaves.
Securian Financial Group, Inc. does not discriminate based on race,
color, creed, religion, national origin, sex, gender identity,
sexual orientation, age, marital or familial status, pregnancy,
disability, genetic information, political affiliation, veteran
status, status in regard to public assistance, status in a local
human rights commission, or any other status or condition protected
by local, state or federal law. If you are a job seeker with a
disability and require an accommodation to apply for one of our
jobs, please contact us by telephone 651-665-5522 (voice), 711
(telecommunications relay), or by email at
EmployeeRelations@securian.com.To view our privacy statement click
here To view our legal statement click here PandoLogic.Category:
Finance, Keywords: Financial Broker
Keywords: Securian Financial Group, Lakeville , Billing Sr Representative, Other , Lakeville, Minnesota
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