Customer Service Representative - Finance

Zurich NA • Saint Paul, MN • 54min ago

138084

Zurich North America is currently looking for a Customer Service Representative based out of the Midwest Region. While this position will be based out of our Overland Park office, we are offering the flexibility to work remotely, so we are seeking candidates within the Midwest. You will collaborate with your manager to set a schedule that supports you, your customers, and the team.

The Customer Service Representative is part of the Finance Operations - Direct Bill Team. In this role you will be responsible for the resolution of customer billing inquiries, received by incoming calls and e-mails, by researching and partnering with internal business partners, ensuring the customer billing questions are answered and the actions taken meet or exceed the established service levels, regulations, and defined procedures. You will also ensure payments are properly applied and cancellations & reinstatements are processed timely.

Day to Day responsibilities

Manage inbound customer calls and emails related to billing, payments, and account inquiries.

Research billing questions and partner with internal teams to identify accurate and timely resolutions.

Communicate billing information and resolutions clearly and professionally to customers.

Reconcile customer accounts, investigate discrepancies, and facilitate necessary corrections.

Document customer interactions and provide appropriate follow-up through resolution.

Oversee payment applications, policy cancellations and reinstatements, and aging follow-ups to support accurate and timely account resolution.

Required:

High School Diploma or Equivalent and 3 or more years of experience in the Account Management area

Zurich Certified Insurance Apprentice including an Associate Degree and 1 or more years of experience in the Account Management area

Preferred Qualifications:

Billing experience

SAP experience

Excellent verbal and written communication skills

Experience working with all levels of an organization

Excellent people skills

Ability to problem solve

Analytical problem-solving skills

Critical thinking skills

Ability to deescalate, show empathy

Robust experience with Microsoft Office including Word and Excel

Experience with CRM software like Salesforce

Your pay at Zurich is based on your role, location, skills, and experience. We follow local laws to ensure fair compensation. You may also be eligible for bonuses and merit increases. If your expectations are above the listed range, we still encourage you to apply-your unique background matters to us.

The pay range shown is a national average and may vary by location.The proposed Hourly range for this position is $20.38-$23.00, with short-term incentive bonus eligibility set at 5%.

We offer competitive pay and comprehensive benefits for employees and their families. [Learn more about Total Rewardshere (https://www.zurichna.com/careers/benefits) .]

Why Zurich?

At Zurich, we value your ideas and experience. We offer growth, inclusion, and a supportive environment-so you can help shape the future of insurance. Zurich North America is a leader in risk management, with over 150 years of expertise and coverage across 25+ industries, including 90% of the Fortune 500®.

Join us for a brighter future-for yourself and our customers.

Zurich in North America does not discriminate based on race, ethnicity, color, religion, national origin, sex, gender expression, gender identity, genetic information, age, disability, protected veteran status, marital status, sexual orientation, pregnancy or other characteristics protected by applicable law. Equal Opportunity Employer disability/vets.

Zurich complies with 18 U.S. Code § 1033.

Please note: Zurich does not accept unsolicited CVs from agencies. Preferred vendors should use our Recruiting Agency Portal.

Location(s): AM - Overland Park, AM - Illinois Virtual Office, AM - Iowa Virtual Office, AM - Kansas Virtual Office, AM - Minnesota Virtual Office, AM - Missouri Virtual Office, AM - Nebraska Virtual Office, AM - Oklahoma Virtual Office, AM - Texas Virtual Office, AM - Wisconsin Virtual Office

Remote Working: Yes

Schedule: Full Time

Employment Sponsorship Offered: No

Linkedin Recruiter Tag: #LI-KH2

EOE Disability / Veterans

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