Spec II CX Operations

Protective Life

. Review premium reports, identify exceptions, and research discrepancies requiring correction or follow-up .

Posted 11/2/2026full-timeRemote • New York • United StatesMid-LevelSenior💰 $41,600 - $61,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in premium billing and payment processing, with strong analytical skills to identify discrepancies and ensure accurate documentation. Proficient in communication and collaboration with insureds and internal partners to resolve billing issues effectively.

Highest-signal resume keywords

Premium Billing ExperiencePayment ProcessingAttention To DetailMicrosoft Excel ProficiencyAnalytical And Problem-Solving Skills

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Premium BillingPayment ProcessingAccount AdministrationDiscrepancy ResolutionDocumentation ReviewData AnalysisRecord MaintenanceService Standards ComplianceElectronic Payment SystemsMicrosoft Word Proficiency

Soft Skills

Professional CommunicationAttention To DetailAdaptabilityTime ManagementProblem-Solving

Tools & Technologies

E-PayVirtual Terminal

Industry Keywords

Insurance Industry ExperienceBilling ScenariosConfidential Information SafeguardingHigh-Volume EnvironmentInternal Partner Collaboration

About the role

Key responsibilities & impact

Review premium reports, identify exceptions, and research discrepancies requiring correction or follow-up
Support the balance-due process by reviewing outstanding amounts, documenting findings, and completing follow-up activities
Follow up on premium reports with missing or incomplete information and obtain required documentation
Communicate with insureds and producers regarding premium-report discrepancies, required corrections, and missing information
Process premium payments accurately through approved electronic payment systems, including E-Pay and Virtual Terminal
Prepare and send correspondence addressing premium discrepancies, missing information, balances due, and other billing scenarios
Support the Premium Application Specialist with premium research, payment application, exception resolution, and related billing activities
Partner with other departments to investigate discrepancies, share information, and coordinate resolutions
Perform related billing and administrative duties as assigned
Maintain clear records and safeguard confidential information
Complete assigned work within documented service standards
Escalate unresolved or unusual premium issues through established channels

Requirements

What you’ll need

Prior insurance-industry experience is required
An associate degree is preferred; relevant work experience may be considered in place of the degree
Experience with premium billing, payment processing, or related account administration is strongly preferred
Strong attention to detail
Professional telephone and electronic communication skills
Strong analytical and problem-solving skills
Ability to verify information, review completed work, and correct discrepancies
Proficiency in Microsoft Excel and Word
Ability to adapt to changing priorities, procedures, workloads, and business needs
Ability to communicate clearly and professionally with insureds, producers, and internal partners
Ability to manage multiple assignments and competing deadlines in a high-volume environment

Benefits

Comp & perks

Comprehensive health insurance
Dental insurance
Vision insurance
Mental health benefits
Employee assistance program
Paid time off
Paid parental leave
Short-term disability
Cultural observance day
Contributions to healthcare accounts
Pension plan
401(k) plan with Company matching
ProHealth Rewards platform with cash rewards
Annual incentive based on individual and Company performance
Remote work arrangement