Bookkeeping / Customer Service Specialist

100% in-office in Brookhaven w/ great work-life balance

Bookkeeping / Customer Specialist's function: ensures that policy contract changes are administered correctly and communicated to agents, policyholders and internal stakeholders. 

Bookkeeping tasks:

• Apply strong analytical, organizational, and problem-solving skills
• Review policyholder services suspense reports daily to verify and process premium payments that don’t match CRM premium
• Process refunds, manage chargebacks for credit card payments, reversing incorrect payments as needed
• Request stop payments on, and reissue stale dated or returned checks
• Monitor and maintain re-occurring monthly checks
• Reconcile various reports from the accounting department on monthly basis
• Conduct audits for premium history, loan history, and annuity history
• Complete calculations for policies placed on extended term and reduced paid-up

Customer Service and Support tasks:

• Receive and review forms for loans, surrenders, annuity withdrawals, and unearned premium refund
• Assist with customer inquiries and support requests
• Collaborate with team lead/manager to research and resolve client issues
• Complete various year-end activities and reporting

Qualifications:

• Minimum of 2 years’ experience in bookkeeping or related field
• Proven ability to manage multiple priorities efficiently
• Excellent verbal/written communication skills
• Proficiency in MS Office and familiarity with bookkeeping software
• Exceptional problem-solving skills and attention to detail
• Plus but not required: bookkeeping certification, LOMA certification