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Spec II CX Operations

🔥 0 minutes ago

🗽 New York – Remote

infoinfo

💵 $41.6k - $61k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

⚙️ Operations

Where this job comes from

Posted on Protective Life's careers page, not through a job board

First seen by Remote Rocketship 0 minutes ago

Logo of Protective Life

Protective Life

1001 - 5000 employees

Founded 1908

💸 Finance

🛡️ Insurance

Finance • Insurance

Protective Life is a financial services company specializing in providing affordable life insurance and annuities. The company offers a variety of insurance products such as term life, whole life, and universal life policies, as well as fixed, immediate, indexed, and variable annuities. Protective Life assists individuals in planning for their future, including retirement, estate planning, and financial protection for families. The company emphasizes its commitment to sustainability, community involvement, and helping customers achieve protection and security throughout various life stages. Protective Life is known for its strong financial foundation and is licensed to operate in all states except New York.

📋 Description

• Review premium reports, identify exceptions, and research discrepancies requiring correction or follow-up • Support the balance-due process by reviewing outstanding amounts, documenting findings, and completing follow-up activities • Follow up on premium reports with missing or incomplete information and obtain required documentation • Communicate with insureds and producers regarding premium-report discrepancies, required corrections, and missing information • Process premium payments accurately through approved electronic payment systems, including E-Pay and Virtual Terminal • Prepare and send correspondence addressing premium discrepancies, missing information, balances due, and other billing scenarios • Support the Premium Application Specialist with premium research, payment application, exception resolution, and related billing activities • Partner with other departments to investigate discrepancies, share information, and coordinate resolutions • Perform related billing and administrative duties as assigned • Maintain clear records and safeguard confidential information • Complete assigned work within documented service standards • Escalate unresolved or unusual premium issues through established channels

🎯 Requirements

• Prior insurance-industry experience is required • An associate degree is preferred; relevant work experience may be considered in place of the degree • Experience with premium billing, payment processing, or related account administration is strongly preferred • Strong attention to detail • Professional telephone and electronic communication skills • Strong analytical and problem-solving skills • Ability to verify information, review completed work, and correct discrepancies • Proficiency in Microsoft Excel and Word • Ability to adapt to changing priorities, procedures, workloads, and business needs • Ability to communicate clearly and professionally with insureds, producers, and internal partners • Ability to manage multiple assignments and competing deadlines in a high-volume environment

🏖️ Benefits

• Comprehensive health insurance • Dental insurance • Vision insurance • Mental health benefits • Employee assistance program • Paid time off • Paid parental leave • Short-term disability • Cultural observance day • Contributions to healthcare accounts • Pension plan • 401(k) plan with Company matching • ProHealth Rewards platform with cash rewards • Annual incentive based on individual and Company performance • Remote work arrangement

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