JOB ID: 17757
In-Office
Direct Hire

Bookkeeping / Customer Service Specialist

Atlanta
Georgia
0
50000
55000
PER HOUR
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

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Bookkeeping / Customer Service Specialist

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