Banking Operations Manager
Taekus
Senior Payments Operations Specialist
Coterie
full-time
Posted on:
Location Type: Remote
Location: Remote • 🇺🇸 United States
Visit company websiteSalary
💰 $65,000 - $70,000 per year
Job Level
Senior
About the role
- Oversee and collect data on advanced tasks within the Coterie Payment Program
- Process high-value or complex one-time payments, issue refunds, handle escalated credit card disputes, supervise notices of cancellation, mid-term cancellations, rescissions, and agency bill processes
- Act as the primary point of contact for escalated customer inquiries in the payments queue across various communication channels
- Provide expertise to resolve challenging or nuanced payment-related issues
- Investigate and resolve intricate payment problems, collaborating with leadership as necessary
- Identify, evaluate, and implement improvements to ensure compliance with regulatory requirements and mitigate risks in the payment program
- Lead cross-functional collaboration to refine existing processes, develop efficient workflows
- Design, manage, and enhance audit processes for payment systems to ensure robust data integrity
- Provide coaching, mentorship, and advanced training to team members
- Monitor team performance to ensure adherence to service level agreements
- Support departmental objectives by taking on special projects and contributing to strategy discussions
Requirements
- You have B.A. or B.S. degree or equivalent
- You have a minimum 3 years’ experience in insurance and responding to customer inquiries
- You hold a Property & Casualty Producer license in your home state and are open to pursuing licensing in all states within 60 days of hire
- Knowledge of commercial insurance and compliance requirements for financial transactions and collections
- Expertise with Microsoft Office products, specifically Excel, Sharepoint, PowerAutomate
- Responsive to time-sensitive customer inquiries and interacting positively with independent producers
- You’re passionate about creating simpler internal insurance operations procedures
Benefits
- 100% remote
- Health insurance through Aetna (we pay 100% of premiums)
- Dental and vision insurance through Guardian (we pay 100% of premiums)
- Basic life insurance (we pay 100% of premiums)
- Access to flexible spending account (FSA) or health savings account (HSA) (for those using HSA eligible plans)
- 401K plan (up 4% match with immediate vest)
- Flexible PTO policy offering up to 3 weeks of time off to support onboarding and integration during the first twelve months of employment
- 12 company-paid holidays each year
- Continuing education annual stipend
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
data collectionpayment processingissue resolutionaudit processesworkflow developmentregulatory compliancerisk mitigationcustomer inquiry responseteam performance monitoringadvanced training
Soft skills
leadershipcollaborationcoachingmentorshipcommunicationproblem-solvingadaptabilitycustomer servicestrategic thinkingtime management
Certifications
B.A. or B.S. degreeProperty & Casualty Producer license
