POS Account Analyst

Responsible for processing all activities in the Policy Owner Services department in a timely manner utilizing extensive knowledge of policy rules, procedures and operations for several clients. Hours of operation are Mon-Fri 7:30-4:30p CST.

• Receiving heavy inbound phone calls from policy holders. Assisting with policy questions such as benefits, filling claims, and rate increases.
• Working the message center, handling unapplied cash, processing policy and billing changes and refund and returned checks, invoicing, reconciling group bills, completing the dunning process, and handling all new incoming mail.
• Processing inflation and Rate Increase offers, Rate Quotes, invoicing, terminations, servicing agent changes, multi‑life group set‑up & collection calls, assisting in call center overflow, and processing department reports.
• Researching and responding to escalated requests.
• Assisting with training new and existing team members.
• Communicating daily with various internal departments.
• Communicating with external client contacts and participating in client conference calls/meetings.
• Contacting enrollees to obtain missing information, explain procedures, answer questions, and address other inquiries as needed.
• Contacting insurance brokers and agents of individual business.
• Partnering with DST team to ensure procedures are being followed.
• Other duties as assigned.