Worksite Clerk
Globe Life Inc.

Oklahoma City, Oklahoma

Posted in Insurance
27 days ago

Job Info

As a Worksite Clerk for Globe Life, supporting Liberty National, you will review and apply Liberty Worksite franchise payments, which are in a payroll deduction format. Research payments and communicate via phone and e-mail with the franchise bookkeeper, Liberty Agency Owners, Quality Managers, and/or Branch Managers as needed in order to resolve discrepancies so payment can be applied. You will also maintain a positive work atmosphere by behaving and communicating in a manner so that you maintain a professional relationship with customers, co-workers and management.

Daily Routine:

  • Receive all Liberty Worksite mail from Premium Item Processing area, where mail is received, opened, and sorted.
  • Count paid-as-billed payments and deliver to Data Entry to apply as these require no research.
  • For payments sent in without a bill (No Bills), research to find the bill, print the bill, use to attempt to reconcile and apply the payment.
  • For payments with a bill where the bookkeeper has made changes, ensure that the changes match the payment and apply.
  • For any payments in which the changes are not clear, first contact the franchise bookkeeper, then escalate to the agent and/or branch manager for assistance if needed. Follow written guidelines for escalated payments to ensure they are resolved in a timely manner.
  • Work premium adjustments, change pending status items, and suspense items.
  • Track inventory and provide information to senior management as needed
  • Prepare printed bills to send to scanning unit
  • Make journal entries for the deposit for LNL WS items deposited in PIP and ePay as well as returned items and out-of-balance situations.
  • Balance processed payments

Periodic Routine:
  • Work adjustments franchises have made to their bill via the internet. This involves changing their bill so it will match the changes they requested.
  • Work Returned Items - Send a letter to the franchise, notify the branch, down date the policies, and regenerate a new bill for the month that was returned.
  • Clerks must frequently contact bookkeepers and/or branch managers and agents to determine why a payment is different from the bill. Some franchises have many employees and this can become quite complex.

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