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Pacific LifeCore Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in billing process administration, including resolving discrepancies and ensuring compliance with SOX controls. Possesses strong analytical and problem-solving skills, with a focus on customer service and continuous improvement in financial services operations.
Highest-signal resume keywords
Billing Process AdministrationFinancial Services ExperienceGroup Insurance Benefits ExperienceAnalytical SkillsCustomer-Centric Problem Solving
About the role
Key responsibilities & impact- Work with brokers, employers, account executives, and internal stakeholders on end-to-end billing process administration
- Identify and resolve billing discrepancies with employers and brokers
- Work with Underwriting to resolve overpaid or underpaid premiums and validate go-forward accuracy
- Research billing questions and audits using banking systems, administrative systems, and prior communications
- Answer customer questions and offer solutions to customer issues and requests
- Educate employers on best practices and promote digital and portal billing capabilities
- Identify and recommend solutions to increase automation and straight-through processing
- Help onboard new team members
- Follow departmental, internal, and SOX controls, including refunds and customer disbursements
- Maintain knowledge of products, systems, processes, and data flows throughout employer and employee journeys
- Participate in team meetings and special assignments
- Contribute innovative ideas and continuous improvement initiatives
Requirements
What you’ll need- College degree or equivalent experience preferred
- 3-5 years of financial services or group benefits operations experience
- Effective communicator with externally facing presence
- Customer-centric with problem-solving skillset
- Detail oriented
- Strong analytical skills
- Demonstrated time management and organizational skills
- Intermediate skills with MS Office applications
- Strong communication skills
- Group insurance benefits experience
Benefits
Comp & perks- Medical, Dental, Vision, and Wellbeing Reimbursement Account
- Paid Time Off
- Holiday Schedules
- Financial Planning Time Off
- Paid Parental Leave
- Adoption Assistance Program
- Competitive 401k savings plan with company match
- Additional 401k contribution regardless of participation
- Flexible benefits tailored to physical, financial, emotional, and social wellbeing
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Billing Discrepancy ResolutionData AnalysisProcess AutomationTime ManagementOrganizational Skills
Soft Skills
Effective CommunicationDetail OrientedCustomer Service Orientation
Tools & Technologies
MS Office ApplicationsBanking SystemsAdministrative Systems
Industry Keywords
SOX ControlsGroup Benefits OperationsDigital Billing CapabilitiesContinuous Improvement Initiatives