Back to Open Opportunities

Returning Applicant?  Login Now

Notice: Applicants must be currently authorized to work in the country where this job is located on a full time basis. 

View USLI expansive company benefits, perks & more! *Not applicable to External Customer Program 

Position Summary:  Post cash daily, ensuring timely and accurate payments from each customer.  Preserve customer service quality standards and consistency through monthly contact with the customer.  Resolve customer questions or payment discrepancies daily to maximize financial statement reporting accuracy.

Essential Functions: 

• Post cash daily –

§Post payments toindividual policies accurately

§Balancebordereaux detail to the check total

§Issue inter-companycomputer checks and broker checks

§Createcommissions and invoice direct collection items accordingly

• Resolve payment discrepancies daily –

§Contact thecustomer for invoice corrections or past due payments

§Correct ourinvoicing through premium data entry technicians

§Set up directcollection after receiving written notification from customer

§Implement the1-2-3 collection method as needed

• Respond to voicemail and email messages the same day as they are received.  If a resolution is not possible, provide the customer with a resolution timeline.
• Submit a monthly customer payment list and monthly contact signoff to the Accounts Receivable Leader.

Other Duties and Responsibilities:

• Assist with various annual statement responsibilities as needed.

• Cover for your accounts receivable partner in their absence.

Minimum Job Requirements:

Education:  Bachelor’s Degree and/or equivalent work experience

Specific Skills:  Basic computer knowledge in Excel, Word, Microsoft Outlook and Quickbooks, basic math skills, basic oral and written communication skills, organization, and attention to detail

Specialized Knowledge, Licenses, etc.:  N/A

Working Conditions:  Weekend or evening overtime availability during the first quarter

At USLI, our goal is to strengthen our community and culture by representing all races, genders, religions and sexual orientations. We continue to move conversations about diversity, equity and inclusion forward to ensure every community member has a sense of belonging, a voice and a seat at the table.

USLI provides full-time community members with a comprehensive benefits package, access to wellness programs, continuing education resources, and multiple opportunities to get involved with charitable organizations.

This position is a developmental role requiring in-person job shadowing, team building and foundational insurance education. On-site presence 75% of the time is necessary to meet the requirements of this role. Additional details may be discussed with the hiring leader.