Premium Services Technician
SentryAbout the role
This role will report to our Stevens Point, WI office.
What You’ll Do:
Use multiple business systems for accounts receivable duties including reconciliation of account discrepancies, transferring of funds, exchanges of funds, research, and processes unidentified cash. Thorough review of nonpaid cancellations and determines appropriate action required, including putting cancellation through for processing.
Provide assistance to the Analyst to collect and verify in SharePoint Bankruptcy information. May initiate and/or release a variety of dividends and appropriate letters to producers.
Ensure timely and accurate application of premium to accounts and the correct payment of commissions to agents. Use a variety of established billing procedures and systems.
Communicate effectively in response to questions from any of the following; sales support, account managers, and customer and supporting units. Handle questions regarding billing and payment histories, cash items, and policy status. Provide basic account billing recaps.
Conduct appropriate follow-up activities to bring outstanding balance and cash application issues to a timely resolution, while ensuring that quality level commitments are met through FOCUS (Financial Operations Consolidation and Utilities System).
May be responsible for training, quality audits of accounts, and procedure development. May be involved in projects directly related to Premium Services, cash handling including development of procedures and test plans, user testing in multiple systems.
May be responsible for premium remittance submitted by the Third Party/Broker Administrator.
May handle less complex accounts to ensure the prompt and accurate receipt, processing and collection of premium or write-off.
Handle multiple activities including the emailing of invoices, return mail, stale dated checks, and bank return items.
Process payments and inquiries from the customer through PayPoint.
Perform other job-related duties requiring the same general knowledge, skills and degree of responsibility commensurate with assigned level.
What it Takes:
Associate Degree or equivalent work experience.
Minimum 1 year of related work experience.
Intermediate accounting, math aptitude and analytical skills.
Strong communication and human relation skills, and excellent written and verbal communication skills.
Advanced personal computer skills in multiple software programs.
Ability to work within specific time limitations.
Ability to develop alternate solutions to best resolve billing issues and discrepancies.
Requires a high level of adaptability.
What You’ll Receive:
At Sentry, your total rewards go beyond competitive compensation. Below are some benefits and perks that you’ll receive.
Sentry is happy to offer flexibility through a scheduled Hybrid work model. Monday and Friday work from home if you choose to, Tuesday through Thursday in office.
Generous Paid-Time Off plan for you to enjoy time out of the office.
401(K) plan with a dollar for dollar match on your first eight percent, plus immediate vesting to help strengthen your financial future.
Group Medical, Dental, Vision and Life insurance to encourage a healthy lifestyle.
Extensive Work-Life Resources to lend a helping hand.
Sentry Foundation gift matching program to encourage charitable giving.
Continue your education and career development through Sentry University (SentryU).
About Sentry:
We take great pride in making Forbes’ list of America’s Best Midsize Employers. A lot of different factors go into that honor, many of which contribute to your job satisfaction.
Our bright future is built on a long track record of success. We got our start in 1904 and have been helping businesses succeed and protect their futures ever since. Because of the trust placed in us, we’re one of the largest and financially strongest mutual insurance companies in the United States. We’re rated A+ by A.M. Best, the industry's leading rating authority.
Our headquarters is in Stevens Point, Wisconsin, wit
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