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Explore USLI's extensive company benefits, perks, and more below! *Not applicable to External Customer Program
U.S. Benefits
Canada Benefits
About Us: At USLI, we’re not just about insurance — we are committed to making a difference, both internally and externally. Our community is built upon five values: Caring, Attitude, Respect, Empathy and Energy. Our commitment to these values leads us to make better decisions and furthers our true sense of community. By joining our team, you'll be part of a vibrant organization that values innovation, collaboration, and growth. Here, you’ll have the opportunity to shape the future of insurance and make a meaningful impact.
Your Role: You’ll play an essential role in ensuring timely and accurate payment postings from each customer. You’ll collaborate closely with customers and the Accounts Receivable team to maintain financial accuracy and uphold customer service quality standards through consistent communication. Your work will embody outstanding service, exceptional attention to detail and a strong sense of teamwork.
Key Responsibilities:
Post and reconcile payments: Accurately post daily cash payments to individual policies and ensure bordereaux details balance with check totals
Process intercompany and broker payments: Issue intercompany computer checks and broker checks, and create commissions and invoice direct collection items accordingly
Resolve payment discrepancies: Contact customers regarding invoice corrections or past due payments, coordinate with premium data entry technicians for corrections, set up direct collections upon receiving written notification, and implement the 1-2-3 collection method as needed
Respond to inquiries: Address voicemail and email messages on the same day received, providing resolution timelines when necessary
Maintain financial reporting: Submit monthly customer payment lists and monthly contact signoffs to the Accounts Receivable leader
Involvement in annual and quarterly state filings: Complete required forms by state and by insurance company and file online through various state portals
What You’ll Bring:
Attention to detail: Strong organizational skills and accuracy in financial reporting
Collaboration skills: Ability to work effectively in a team-oriented environment and provide excellent customer service
Communication proficiency: Excellent written and verbal communication skills
Technical proficiency: Basic knowledge of QuickBooks and Microsoft Excel, Word and Outlook
Problem-solving ability: Ability to identify and resolve payment discrepancies efficiently
Qualifications:
Bachelor’s degree or equivalent work experience
Basic math skills and financial acumen
Availability for weekend or evening overtime during the first quarter
What We Offer: One of the advantages of working at USLI is the competitive salary and benefits program we offer full-time and eligible part-time employees. Benefits include performance-based triannual bonuses, medical benefits paid at 100% for full-time employees and 80% for eligible part-time employees, a profit-sharing program, free lunch every day while onsite, and more than 450 annual personal and professional development courses. Explore more company benefits.
Why USLI? At USLI, we are committed to fostering a vibrant and inclusive community that celebrates the rich diversity of all ethnicities, nationalities, abilities, genders, gender identities, sexual orientations, ages, religions, socioeconomic backgrounds, and life experiences. We understand the importance of continuous learning, self-reflection, acknowledging our biases, and expanding our perspectives beyond our own. We actively encourage open dialogue on diversity, equity, inclusion, and belonging to support a workplace where every individual feels valued, respected, and empowered to contribute at their fullest potential. Join us in building a diverse and inclusive environment where our shared values drive us toward excellence.
