Forrest T. Jones & Company · 1 day ago
Team Lead, Administration
Forrest T. Jones & Company, Inc. provides insurance and insurance-related services. The Team Lead, Administration is responsible for account maintenance, mentoring staff, and ensuring compliance with policy provisions and internal guidelines.
Financial ServicesInsuranceMarketing
Responsibilities
Assist team members with complex issues; may mentor or provide training on procedures
Serve as liaison between Administration department and other departments within company
Processes applications and enrollments ensuring completeness and accuracy
Interprets policy provisions to answer questions regarding benefits and eligibility
Calculates premiums, rates, refunds and other billing information
Collects and process premium payments and reconciles accounts
Corresponds with clients and customers via telephone, email, and mailings
Maintains a courteous and professional manner with internal and external customers
Performs other duties as assigned
Qualification
Required
5-7 years of experience with premium accounting and billing
5-7 years of experience in the insurance industry
5-7 years of experience processing applications and maintenance forms
Experience with imaging systems
Experience with online insurance enrollment systems
Preferred
Accurate, detail oriented, and strong organizational skills
Proficient computer skills including Microsoft Office (Word, Excel, and Outlook)
Demonstrated leadership experience
Company
Forrest T. Jones & Company
Forrest T. Jones & Company is an insurance products and other financial services company.
Funding
Current Stage
Growth StageCompany data provided by crunchbase