All Boston Mutual employees who interact with our policyholders, our producers, and our BML associates embrace the principles of our brand and service philosophy. We are all brand ambassadors. Both our words and our behaviors matter. We share a common service philosophy and pride ourselves in living the BML brand promises every day, one interaction at a time.

The following statements represent what Boston Mutual stands “FOR” – it is what makes us different and better in the market we serve.

• We are FOR being a progressive life insurance company offering financial peace of mind to working Americans and their families.
• We are FOR providing practical and affordable products designed for those we serve.
• We are FOR making it easy to secure a level of financial protection with a portfolio of products – beginning with life insurance.
• We are FOR providing a personalized customer experience to our policyholders and producers.
• We are FOR acting in the best interests of our policyholders, producers, employees and the communities in which we live and serve – representing the goodness of mutuality in all we do.

We do our best to:

• Demonstrate a desire to assist
• Listen for understanding and respond empathetically
• Explain things in a manner that is easy to understand
• Be knowledgeable students of our business
• Take full ownership to resolve questions and issues
• Be professional, polite and courteous
• Leave our customers and associates “better than where we found them”

The Cx Recon and Reporting Representative reports directly to the Recon and Reporting Director

The Cx Recon and Reporting Representative is expected to:

• Obtain, verify and voucher funds as needed for application, transfer or refund of premiums and/or payment of fees
• Obtain and process the electronic weekly claims files from our disability vendor
• Handle 5500 requests
• Analyze and address daily and monthly reports for actionable items including month end reconciliation items
• Gather, analyze and provide data to respond to requests from various internal Boston Mutual departments
• Prepare reports monthly, quarterly or annually as requested
• Prepare month end account reconciliations for all group mainframe system suspense accounts
• Cross-training on worksite accounting.
• Daily written and verbal communication with policyholders, brokers, sales representatives and other departments within the company
• Must comply with privacy guidelines; will protect the privacy of customer information
• Performs other duties and/or projects as needed or required

Qualifications

Education: High School Diploma required; Associates Degree preferred.

Experience: Minimum of 2 years of equivalent business experience required.

Knowledge Requirements:

• Excellent written/verbal communication skills.
• Strong organizational skills that reflect ability to perform and prioritize a high volume of multiple tasks seamlessly with excellent attention to context, substance and detail while meeting goals and strict deadlines.
• Excellent interpersonal skills and the ability to effectively build and extend relationships.
• Shows initiative with a “can do attitude” and the ability to implement changes that will improve workflow.
• Strong computer skills using MS Office.
• Insurance knowledge is a plus.

Boston Mutual is an equal opportunity employer. Boston Mutual is an equal opportunity employer, and does not discriminate on the basis of race, color, age, religious creed, national origin, ancestry, sex, sexual orientation, gender identity, genetic information, disability, military service, veteran status, family status, pregnancy, or any other characteristic protected by federal or state laws. Boston Mutual is a drug-free workplace, and any offer extended will be contingent upon appropriate results of a drug test.