Recon and Reporting Representative #HIRING

Salary Range:$25.45 To $35.63 Hourly

All Boston Mutual employees who interact with our policyholders, our producers, and our BML associates embrace the principles of our brand and service philosophy.  We are all brand ambassadors.  Both our words and our behaviors matter.  We share a common service philosophy and pride ourselves in living the BML brand promises every day, one interaction at a time.   

The following statements represent what Boston Mutual stands “FOR” – it is what makes us different and better in the market we serve.  

• We are FOR being a progressive life insurance company dedicated to offering financial peace of mind to working Americans and their families.
• We are FOR providing practical and affordable products designed for those we serve. 
• We are FOR making it easy to secure a level of financial protection with a portfolio of products – beginning with life insurance – via enrollment and billing options at the workplace.
• We are FOR providing a personalized customer experience to our policyholders and producers.

• We are FOR acting in the best interests of our policyholders, producers, employees and the communities in which we live and serve – representing the goodness of mutuality in all we do.

We do our best to: 

• Demonstrate a desire to assist
• Listen for understanding and respond empathetically
• Explain things in a manner that is easy to understand
• Be knowledgeable students of our business
• Take full ownership to resolve questions and issues
• Be professional, polite and courteous
• Leave our customers and associates “better than where we found them”
•  

Summary of Position

The Recon and Reporting Representative reports directly to the Director Recon, Reporting and Control.

The Recon and Reporting Representative is expected to:

• Apply premium payments to policy holder accounts.
• Apply loan payments to Policy Holder accounts where applicable.
• Validate and process internal money movements as required 
• Liase with external banks to research and resolve various discrepancies related to premium and loan payments.
•  Identify discrepancies, investigate root causes, and resolve issues related to daily & monthly reconciliation reporting. 
• Gather, analyze and provide data to respond to requests from various internal Boston Mutual departments.
• Prepare reports monthly, quarterly or annually as requested.
• Prepare month end account reconciliations for assigned accounts 
•  Develop understanding of Boston Mutual’s various insurance offerings to ensure accurate processing.
• Facilitate daily written and verbal communication  between internal departments to ensure timely resolution of inquiries.
• Participate in process improvement initiatives to enhance the accuracy and efficiency of accounting operations, reconciliation and reporting processes.
• Create and maintain Standard Operating Procedures for all assigned tasks and responsibilities.
• Must comply with privacy guidelines; will protect the privacy of customer information.
• Performs other duties and/or projects as needed or required
•  

Education: High School Diploma required; Associates Degree preferred.

Experience:  Minimum of 2 years of equivalent business experience required.

Knowledge Requirements: 

• Excellent written/verbal communication skills.
• Strong organizational skills that reflect ability to perform and prioritize a high volume of multiple tasks seamlessly with excellent attention to context, substance and detail while meeting goals and strict deadlines. 
• Excellent interpersonal skills and the ability to effectively build and extend relationships. 
• Shows initiative with a “can do attitude” and the ability to implement changes that will improve workflow.
• Strong computer skills using MS Office.
• Insurance knowledge is a plus. 

Certifications/Licensures: FLMI and ACS designations preferred.

 Regular Working Conditions (Desk job with occasional walking, use of a computer with hand and finger motions, close and distance vision, minimal noise level and no exposure to weather conditions)

 Prolonged Standing                                Frequent Walking or Stooping              

 Increased Noise Level                            Exposure to Weather Conditions

 Heavy Lifting                                           Heavy Equipment/Machinery Operation                                                

 Travel Required                                      “On Call” Hours Required

Hybrid Work Model

At our Canton location, employees will be on site Monday - Thursday starting 5/1/23. At our Omaha location, employees will be on site 2 days per week.

Boston Mutual is an equal opportunity employer, and does not discriminate on the basis of race, color, age, religious creed, national origin, ancestry, sex, sexual orientation, gender identity, genetic information, disability, military service, veteran status, family status, pregnancy, or any other characteristic protected by federal or state laws. Boston Mutual is a drug-free workplace.

#LI-Hybrid