Overview
This full-time remote position is for an Account Adjustment Specialist responsible for managing inquiries and requests for account adjustments from insureds, brokers, and the internal contact center.
- Schedule: Monday–Friday, 7:00 AM–3:30 PM PST (Pacific hours)
- Employment: Full-time, remote employee position
- Compensation: $20–$22/hour (paid bi-weekly)
- Equipment: Equipment is not provided; candidates must supply their own
Responsibilities
- Process account adjustments in the Premium Billing System (PBS) with accuracy.
- Validate the accuracy of new account entries.
- Conduct daily internal audits to ensure timely and accurate funding and refunds.
- Handle returned checks, credit card chargebacks, and payment exceptions.
- Answer calls and process emails during peak times to maintain customer service standards.
Key Performance Indicators (KPIs)
- Email Processing: Ensure all department emails are processed daily.
- Task Handling: Track and optimize task completion to improve productivity.
Requirements
- Education: High school diploma required; college degree preferred.
- Experience: 0–3 years of related experience (insurance or insurance financing experience is a plus).
- Skills: Strong attention to detail, excellent communication, and proficiency with relevant software.
Preferred Qualifications
- College degree
- Insurance or insurance financing experience