Client Returns Processor

About the Role

Responsible for processing check requests, including forwarding premium payments to clients, finance companies, or direct bill insurance companies.

Responsibilities

• Prepare premium disbursement checks, wire transfers, and ACH payments.
• Correspond with USI retail offices, finance companies, and direct bill carriers.
• Manage assigned centralized email boxes and respond to all requests within 24 hours.
• Monitor open check requests on a weekly basis to ensure payment is received from the insurance company.
• Process returns to the insured or finance company.
• Manage all open tasks in ImageRight, including processing premium disbursements for assigned regions/offices.
• Resolve uncleared checks, including voiding and reissuing checks as advised.
• Assist department in overall success in meeting quality standards for processing.
• Follow all audit policies and procedures.
• Scan all approved payment support into the electronic document management system.

Requirements

• 2+ years of accounting experience required.
• Associate’s degree required; Bachelor’s degree preferred.
• Working knowledge of Microsoft Office products, including Excel.
• Knowledge of general accounting principles.
• Strong work ethic with a defined sense of urgency.
• Organized self-starter who works well in a team environment.
• Strong attention to detail and retention of pertinent information.
• Accurate and fast data entry.

Benefits

• Competitive pay, incentives, and benefits.
• Comprehensive health, welfare, and financial benefits, including medical, wellness, dental, and vision.
• 401(k) retirement plan.
• Flexible spending and health savings accounts.
• Short- and long-term disability and life insurance.
• Unique employer-sponsored and voluntary programs.
• Generous paid time off policy, paid family leave, and paid holidays.
• Summit Awards program recognizing excellence in building the USI brand.
• Award-winning wellness program.
• College scholarships for associates' children.
• Financial assistance in times of need.

Pay

$44,000–$52,000 per year.