Cx Billing Representative
Boston Mutual Life Insurance
All Boston Mutual employees who interact with our policyholders, our producers, and our BML associates embrace the principles of our brand and service philosophy. We are all brand ambassadors. Both our words and our behaviors matter. We share a common service philosophy and pride ourselves in living the BML brand promises every day, one interaction at a time.
The following statements represent what Boston Mutual stands **_“FOR”_** – it is what makes us **_different_** and
**_better_** in the market we serve.
+ We are **_FOR_** being a progressive life insurance company offering financial peace of mind to working Americans and their families.
+ We are **_FOR_** providing practical and affordable products designed for those we serve.
+ We are **_FOR_** making it easy to secure a level of financial protection with a portfolio of products – beginning with life insurance.
+ We are **_FOR_** providing a personalized customer experience to our policyholders and producers.
+ We are **_FOR_** acting in the best interests of our policyholders, producers, employees and the communities in which we live and serve – representing the goodness of mutuality in all we do.
We do our best to:
+ Demonstrate a desire to assist
+ Listen for understanding and respond empathetically
+ Explain things in a manner that is easy to understand
+ Be knowledgeable students of our business
+ Take full ownership to resolve questions and issues
+ Be professional, polite and courteous
+ Leave our customers and associates “better than where we found them”
**Statement of Position**
The Billing Rep reports directly to Supervisor – Billing The Billing Representative is expected to:
+ Handle high profile and special billing arrangements to ensure cases are processed smoothly. Primary
point of contact for assigned relationships
+ Reconcile monthly list bills, process payments
+ Process Schedule A/5500 Requests
+ Provide customer service through written and verbal correspondence to internal/external stakeholders; recognize what needs to be done to meet complex stakeholder needs and demonstrate flexibility and responsiveness to meet those requirements.
+ Process various mainframe transactions to change or correct Premium records.
+ Receive and process premium for Group cases
+ Handle complex combined payments for Worksite and Group products for assigned cases
+ Create various queries to assist and respond to group clients and brokers
+ Must comply with privacy guidelines; will protect the privacy of customer information
+ Performs other duties and/or projects as needed or required.
**JOB REQUIREMENTS AND QUALIFICATIONS**
Education: High School Diploma required; Associates Degree preferred.
Experience: Minimum of 2 years of equivalent business experience required. Knowledge Requirements:
+ Excellent written/verbal communication skills.
+ Strong organizational skills that reflect ability to perform and prioritize a high volume of multiple tasks seamlessly with excellent attention to context, substance and detail while meeting goals and strict deadlines.
+ Excellent interpersonal skills and the ability to effectively build and extend relationships.
+ Shows initiative with a “can do attitude” and the ability to implement changes that will improve workflow.
+ Strong computer skills using MS Office.
+ Insurance knowledge is a plus.
Certifications/Licensures: N/A
**ADDITIONAL INFORMATION**
Regular Working Conditions (Desk job with occasional walking, use of computer with hand and finger motions, close and distance vision, minimal noise level and no exposure to weather conditions)
Prolonged Standing Frequent Walking or Stooping Heavy Equipment or Machinery Operation
Heavy Lifting Increased Noise Level Exposure to Weather Conditions Travel Required “On Call” Hours Required
**Other Information:**
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