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Montpelier

    Customer Service - Montpelier, United States - Vermont Mutual

    Vermont Mutual
    Vermont Mutual Montpelier, United States

    4 days ago

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    Description

    Job Description

    Job Description

    To perform a variety of clerical, technical and specialized accounting tasks associated with the processing of insurance policy payments, disbursements, account reconciliation and answering telephone calls related to billing.

    DUTIES & RESPONSIBLITIES

    • Perform various clerical accounting tasks associated with a primary accounting function, requiring mastery of a number of technical policies and procedures related to that function.
    • Provide excellent customer service via phone by responding to a wide range of inquiries from agents, insureds and mortgage companies.
    • Open, sort, and screen incoming mail. Apply payments to policies, including unapplied cash received with new applications, ACH, credit card and sweep payments.
    • Prepare a daily banking deposit.
    • Prepare disbursement of payments for return premiums.
    • Review and process customer banking information for automatic payments to company.
    • Perform a variety of miscellaneous tasks, including transferring money, processing stop payments, check returns, write-offs and non-sufficient funds.
    • Prepare and use system generated reports.
    • Prepare reports, letters and accounting forms using Word, Document Manager and Excel
    • Process financial data in accounting software.
    • Organize and file information as needed.
    • Performs other duties or special projects as required or as assigned.

    SUPERVISION RECEIVED

    Moderate supervision is received from the Direct Bill Manager

    QUALIFICATIONS

    • Associates Degree plus one or more years of relevant experience, or a combination of education and experience from which comparable knowledge and skills are required.
    • Basic bookkeeping and/or accounting knowledge and skills including completed courses desirable.
    • Strong math skills.
    • Customer service oriented.
    • Prior telephone customer service experience preferred.
    • Familiarity with computerized accounting systems and various software.
    • Good typing/data entry and other general clerical skills.
    • Ability to work effectively and cooperatively with a variety of company personnel, agents, insureds and others outside of the company.
    • Excellent with PC applications, including Microsoft Outlook, Word and Excel.

    PHYSICAL DEMANDS/WORKING CONDITIONS

    • Predominantly sedentary office position in a professional setting with high frequency of keyboarding/computer work and phone use.
    • The physical demands are minimal and typical of similar jobs in comparable organizations.
    • The work environment is representative and typical of similar jobs in comparable organizations.
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