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Zurich NA Finance Operations Clerk II-C in Overland Park, Kansas

Finance Operations Clerk II-C


Under guidance, handles customer billing inquiries, ensuring actions are completed to appropriate service levels, regulations, and defined procedures.


High School Diploma or Equivalent and 3 or more years of experience in the Account Management area

OR Zurich Certified Insurance Apprentice including an Associate Degree and 1 or more years of experience in the Account Management area


Billing experience

Job Accountabilities:

  • Collection, Reconciliation:

  • Collects and reconciles premiums and non-premiums, invoices or applies cash to maximize.

  • Collects and minimizes outstanding balances and delinquencies to assigned accounts.

  • Answers incoming calls and resolve issues regarding customer billing

  • Prepares and sends out Certified Notice of Cancellation to accounts with past due balance following state guidelines

  • Contacts past due accounts by telephone to collect past due premium

  • Handles complex reconciliations of accounts including work comp and general liability audits

  • Negotiates pay agreements with accounts including payment schedule, amount owed, method of payment, etc.

  • Cancels accounts when necessary, producing detailed final bill

  • In addition, all the above listed roles require the following activities be performed:

  • Respond to customer inquiries

  • Ensure compliance for assigned transactions to agreed service levels.

  • Identify and resolve problems, verify accuracy of processed transactions, reconcile, and perform duties per defined procedures.

  • Provide administrative support to local team and participate in projects, as assigned.

Business Accountabilities:

  • Identify and comply with the main principles relevant to legal and regulatory controls, including International Financial Reporting Standards, amongst others, that govern standard work practices.

  • Collect account data from well-established sources and prepare high-quality and timely reports, including verification, commentary, and analysis of trends to facilitate the decision-making process.

  • Monitor finance business processes to identify opportunities for improvement.

  • Review and analyze customer service levels using standard reporting tools and highlight discrepancies against plan and anticipate, recognize, and respond to the needs of the customer.

  • Provide detailed procedural advice and more specialized administrative support to internal clients to ensure internal standards are adhered to.

  • Perform account management tasks and processes, including data storage, maintaining accurate records, transactions, and reconciliations for different types of accounts.


  • Collaborate Together

  • Develop & Grow

  • Puts Customers First

  • Fuel Innovation

  • Technical Competency 1

  • Technical Competency 2

  • Motivational Fit

  • Provide Clear Direction

  • Make It Happen

A future with Zurich

Now is the time to move forward and make a difference. At Zurich, we want you to share your unique perspectives, experiences and ideas so we can grow and drive sustainable change together. As part of a leading global organization, Zurich North America has over 148 years of experience managing risk and supporting resilience. Today, Zurich North America is a leading provider of commercial property-casualty insurance solutions and a wide range of risk management products and services for businesses and individuals. We serve more than 25 industries, from agriculture to technology, and we insure 90% of the Fortune 500®. Our growth strategy is not limited to our business. As an employer, we strive to provide ongoing career development opportunities, and we foster an environment where voices are diverse, behaviors are inclusive, actions drive equity, and our people feel a sense of belonging. Be a part of the next evolution of the insurance industry. Join us in building a brighter future for our colleagues, our customers and the communities we serve. Zurich maintains a comprehensive employee benefits package for employees as well as eligible dependents and competitive compensation. Please click here (https://www.zurichna.com/careers) to learn more.

As a global company, Zurich recognizes the diversity of our workforce as an asset. We recruit talented people from a variety of backgrounds with unique perspectives that are truly welcome here. Taken together, diversity and inclusion bring us closer to our common goal: exceeding our customers’ expectations. Zurich does not discriminate on the basis of age, race, ethnicity, color, religion, sex, sexual orientation, gender expression, national origin, disability, protected veteran status or any other legally protected status. EOE disability/vet

Zurich does not accept unsolicited resumes from search firms or employment agencies. Any unsolicited resume will become the property of Zurich American Insurance. If you are a preferred vendor, please use our Recruiting Agency Portal for resume submission.

Location(s): AM - Overland Park

Remote Working: No

Schedule: Full Time

Linkedin Recruiter Tag: #LI-MM1