Sr Account Specialist

Glenmont, NY, US, 12077


 

 

 

Job Posting

The Sr Account Specialist will assist in requests from clients and agents in order to process financial information on accounts.

 

 

Essential Functions

  • Processes disbursements, reconciliations, automated clearing house (ACH) and credit card returns, reinstatements, payments, wires, and customer escalations.
  • Trains and provides information on various administrative systems used for billing, policy administration, and workflow.
  • Monitors daily error reports to identify issues with policies and proactively analyzes policy errors to determine a course of action.
  • Requests policy audits and runs audits to analyze trends and resolves incorrect reporting.
  • Reviews daily wire reporting and electronic fund transfer (EFT) balancing to have funds applied to applicable policies.
  • Identifies process improvements and works with management to update procedures and trains processors to streamline production, realign duties, and combine roles.
  • Assists in multiple roles as volumes and production fluctuates.

 

 Qualifications

  • High school diploma.
  • Three or more years of experience.
  • Supervisory/management experience not applicable.
  • Knowledge and understanding of CyberLife, Life 70 Billing/Payments, SAP, Insight, and Workflow systems, and how they interact with each other.

 

 

 

American National offers eligible employees and their families medical, dental, vision, and basic life insurance. Employees are able to enroll in our company’s 401k plan. Employees also receive annually a bank of paid time off and paid holidays.   We aspire to see people for what they bring to our corporate culture by supporting an inclusive work environment, including an emphasis on a healthy work-life balance, development opportunities, and a casual dress code.

 

American National is an established, stable, and successful multi-line insurance corporation that has provided financial strength and a sense of security to employees, customers and business partners since 1905.  With focus on our organization’s values and cultural richness: Financial Strength, Integrity, Respect, Service and Teamwork (FIRST) and Agility, Collaboration, and Engagement (ACE) we continue to pursue our vision to be a leading provider of financial products and services for current and future generations.

 

Hiring Practices

The preceding job posting was designed to indicate the general nature and level of work performed by employees assigned to this position. It is not intended to be interpreted as a comprehensive list of all duties, responsibilities, and qualifications.  We are dedicated to building a diverse, inclusive, and authentic workplace, so if you’re excited about this role, but your past experience doesn’t align perfectly with the job qualifications, we still encourage you to apply. You may be just the right candidate for this position or other opportunities at American National.

 

American National’s recruitment policies help us place individuals in a timely and efficient manner. Only the most qualified candidates will be contacted by our recruiting team. Candidates may check the status of their application(s) by logging into our Career Portal.  Learn more about our company, by following us on social media: LinkedInFacebookInstagram

 

American National is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, disability, age, sexual orientation, gender identity, national origin, veteran status, genetic information or any other legally protected categories. American National is committed to providing access, equal opportunity and reasonable accommodation for individuals with disabilities in employment, its services, programs, and activities.

 


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“If you believe you can make a difference in the lives of our clients, if you’re willing to work hard, if you want a fulfilling career, and if your values match ours, then I want you to work for American National. ” – James Pozzi, Former President and CEO.

 

 

 


Nearest Major Market: Albany

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