Billing Representative

AmeriLife Billing Representative

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.

Duties / Responsibilities

The following reflects 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.

• 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.

Qualifications