Agency Bill Technician (Billing and Collections) - 70319
DESCRIPTION/RESPONSIBILITIES:Penn National Insurance has a great opportunity to join our team as an Agency Bill Technician! This is a hybrid position reporting to our iconic office in Harrisburg, PA!
The Agency Bill Technician handles customer inquiries related to agency bill collections and is responsible for providing customer service to agents, branches, and coworkers by performing administrative and procedural tasks related to agency bill account reconciliation, collection of premium balances, problem resolution for complex company-rendered and agency-rendered accounts and payment processing. Also handles negotiation of payment plans and arrangements for premium deemed uncollectible or past due.
COMPETENCIES AND ESSENTIAL DUTIES OF THE AGENCY BILL TECHNICIANTeam Building* Shares important or relevant information and rationale with others; summarizes to check understanding.* Adheres to the work group's expectations and guidelines; fulfills team or work group responsibilities; demonstrates personal commitment to group goals.
Attention to Details* Has the authorization to perform write-offs of overdue premium and accept settlement offers on agency bill policies subject to Billing Services guidelines.* Tracks and reviews agency bill overdue premium and reports results to management.
Quality Orientation* Responsible for keeping overdue agent receivables to a minimum based on a pre-authorized level determined by management.* Resolves agency billed billing issues and discrepancies between the company's billing records and those of the agent, as well as basic to moderately difficult negotiation of payment arrangements and account handling.* Defers the most difficult situations to the Senior Agency Bill Technician or Supervisor.* Performs miscellaneous transaction processing tasks associated with the processing of payments and collections, such as return payments and refund checks.
Planning & Organizing* Identifies more critical and less critical activities and assignments; adjusts priorities when appropriate.* Uses time effectively and prevents irrelevant issues or distractions from interfering with work completion.
Positive Approach* Provides prompt and courteous customer service to Penn National Insurance's agents, branches and coworkers which relates to reconciling agent accounts, managing billing inquiries, collection of premium, and applying payments.* Communicates confidence in others' ability to succeed when people are faced with significant challenges or difficult odds.
Applied Learning* Puts new knowledge, understanding, or skill to practical use on the job; furthers learning through practice and ongoing feedback.
Performs various projects requested or assigned by the Director of Treasury & Billing Services
CORPORATE CORE COMPETENCIES OF THE AGENCY BILL TECHNICIANEffectively Communicates and Connects* Communicates clearly and concisely.* Prepares written communications that adhere to department standards.* Attentively listens and asks clarifying questions.* Builds positive relationships within the workplace.
Customer Focused* Develops and maintains knowledge about the needs of customers and how the team provides value.* Is aware of customer risks and when to escalate risks.* Identifies and utilizes the appropriate resources to solve customer problems.* Accelerates follow-up and action to resolve issues.
Talent Development Mindset* Brainstorms ideas for technical and/or professional development.* Works with supervisor to identify relevant development opportunities, shadow opportunities, including technical skill building and professional skill enhancement.* Acts on opportunities to recognize colleagues for a job well done.
Demonstrates Adaptability* Seeks to understand others' needs and perspectives, especially those different from own.* Is open to learning about n w and challenging ideas to drive the success of the work in which involved.* Learns how to be flexible to accommodate deliverables and prioritize work effectively.
Demonstrates Accountability* Takes ownership of mistakes and consults with others to resolve, learning from the experience.* Consistently checks the accuracy of work.* Provides coverage or assistance to others when needed.* Proactively steps-up to provide guidance or assistance.
SPECIAL RELATIONSHIPS OF THE AGENCY BILL TECHNICIAN* Interacts with all levels of the organization internally, to include RVPs and legal department, as well as interaction with external customers including agents, insureds, collection agencies, and attorneys.
QUALIFICATIONS OF THE AGENCY BILL TECHNICIAN
Education/Credentials* High School Diploma. * Continuing education in accounting or business administration desired.
Experience* Minimum of 3 years' experience within a collections environment, preferably within the insurance industry
Technical/Professional Knowledge* Good PC skills with an emphasis on Microsoft Office suite of products.* Proficient in a Windows environment and the ability to utilize computer-oriented systems for information storage, retrieval, and computation.* Must be proficient in the use of image right to research any premium/audit discrepancies for agency billed account/policies.* Ability to work in deadline driven/team-oriented customer service environment.* Basic knowledge of policy issuance processes and workflow.* Adaptability to changes in procedures and disruption to workflows.* Ability to communicate effectively and professionally, both orally and written.
JOB REQUIREMENTS (as required by ADA -- Americans with Disabilities Act)* This position is primarily a sedentary position that requires occasional standing and walking throughout the office environment.* Must be able to see and effectively use a computer monitor.* Must be able to operate a computer, keyboard and applicable printers and other general office equipment.* Must be able to access and enter information accurately using automated systems.* Must be able to hear and communicate via the telephone and/or monitoring devices to both internal and external clients.* Must be able to present information to individuals and groups.* Must be able to interpret and apply concepts that may or may not be based upon established guidelines.* Must be able to maintain acceptable attendance and adhere to scheduled work hours.* Must have a valid driver's license and be able to operate a motor vehicle.* Must be able to travel, with overnight stays required.
Only candidates from the following states will be considered for position at Penn National Insurance: Alabama, Delaware, Iowa, Maryland, Minnesota, North Carolina, New Jersey, Pennsylvania, South Carolina, Tennessee, Virginia, Wisconsin.
Keywords: Account Services Representative (Accounts Services Rep), Biller, Billing Clerk, Billing Coordinator, Item Processing Clerk (IP Clerk), Pre-Audit Clerk, Statement Clerk, Statement Distribution Clerk, Statement Services Representative (Statement Services Rep), Billing and Collections Specialist, Account Representative, Accounts Receivable Specialist (AR Specialist), Collection Agent, Collection Specialist, Collector, Credit Clerk, Debt Collector, Account Representative, Telephone Collector
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