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Position Summary:

Accounts Receivable Analyst – Direct Bill is responsible for:  ensuring timely and accurate refunds to policyholders and customers, preserving customer service quality standards and consistency through appropriate contact with the customer/policyholder, resolving customer/policyholder questions or payment discrepancies daily to solidify the accuracy of accounts receivable accounting, resolving direct bill returned payments, helping with the over 45 day direct bill report, help with bank decisioning when necessary.

Essential Functions:

1. Help with the direct bill daily cash postings by
   1. Reviewing the return premium report to determine refund accuracy
   2. Assisting in direct bill daily online decisioning process or when requested
   3. Issuing bimonthly refund checks to insureds and bimonthly commission/fee checks to customers
2. Resolve payment discrepancies by
   1. Contacting underwriting teams for appropriate endorsement issuance or correct our billing through premium data entry technicians
   2. Contacting policyholders for replacement funds on payments returned by the bank
3. Respond to voicemail and e-mail messages the same day as they are received.If a resolution is not possible, provide the customer with a resolution timeline.
4. Review the over 45 day report monthly

Other Duties and Responsibilities:

1. Assists with various annual statement responsibilities as needed
2. Cover for your refund analyst partner in their absence

Minimum Job Requirements:

Education:                           4 year college degree and/or equivalent job experience

Experience:                         Previous accounting experience preferred

Specific Skills:                    Basic computer knowledge in Excel, Word and Microsoft Outlook, math skills, oral and written communication skills, and organization

Working Conditions:          Speed, accuracy, detail-oriented

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.