Premium Accounting Associate - Dallas
1 day ago
Job description
Job Description:
Job Summary: The Premium Accounting Associate handles a large volume of service requests through Premium Accounting email and Diamond workflow. The Premium Accounting Associate processes return premium refunds and posts daily premium payments. The Premium Accounting Associate provides excellent customer service to Hallmark agents and policyholders.
Essential Duties and Responsibilities include the following. Other duties assigned as needed.
- Post incoming accounts receivable (AR) payments to Diamond Billing from various payment channels including Speedpay and mailed-in payments.
- Balance daily AR posting to Diamond system reports and reconcile discrepancies.
- Prepare and upload bank deposit via remote capture to bank.
- Post returned payment items to policies.
- Process recurring bank draft and credit card account changes accurately and timely.
- Review and process policy refunds.
- Handle incoming service requests in Premium Accounting email.
- Inbound and outbound phone calls to agents and policyholders to explain and resolve policy billing inquiries.
- Other tasks and projects may be assigned
Qualifications
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Education and Experience
High school diploma or GED required, with some college or 1-3 years of related experience. Insurance experience is preferred.
Knowledge and Skills
- Basic Microsoft Office skills
- Knowledge of Diamond Billing strongly preferred
- Ability to work in a fast-paced team environment efficiently and accurately
- Detailed oriented with the ability to analyze and resolve problems independently
- Ability to generate and work with various system reports performing basic accounting functions
- Proficient in insurance policy billing
- Excellent oral, written and interpersonal communication skills
- Customer service skills
- Flexible to daily changing needs and job duties
Hallmark Financial Services is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.
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