Overpayment Reimbursement Specialist I

2 months ago
Customer Service/Contact Center
Regular Full-Time


Facilitate the reimbursement of private disability benefit overpayments (short-term disability (STD) and/or long-term disability (LTD)) created by the award of Social Security Disability Insurance (SSDI) benefits as well as repayment of fees owed to Allsup for Social Security Representation Service.  Serves as the point of contact for claimants regarding overpayments.  This position also performs administrative functions.


As part of a contact center, effectively communicate with claimants, through telephone, letter, or e-mail, the private disability benefit overpayment obligation and Allsup's Overpayment Reimbursement Service (ORS) process and fees owed to Allsup for its SSR Services.  Educate claimants regarding the OP obligation and Allsup’s services to facilitate repayment of any potential reimbursement due to the carrier. As part of a contact center, answer incoming calls from claimants with additional questions regarding the ORS forms, the overpayment obligation, the overpayment calculation, the method of repayment, repayment of SSR fees, or any related issues. Assist in providing the overpayment calculation request and the SSDI award information to the ORS client companies.  Assist in obtaining the overpayment calculations from the ORS clients. Monitor/follow up for the release of primary and dependent SSDI benefits and the release of any revised SSDI award information. Contact banks to verify funds for the initiation of electronic withdrawals.  Initiate the electronic withdrawal of funds when said funds have been verified. Contact claimants, via telephone, letter or email, when required, before initiating electronic withdrawals. Record ORS reimbursements or ORS closed cases and inform the client company as needed. Cross train on other positions within the finance operations department to provide backup as needed. Maintain strict confidentiality of claimant information, procedural manuals, client/prospect lists, information on new business ventures, and other confidential Allsup information.


Bachelor's degree preferred, or associate's degree with 6 months customer service experience or appropriate Allsup experience.




Equal Opportunity Employer - Minorities/Females/Veterans/Disabled



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