Lead Specialist - Collections

Crum & Forster Company Overview

Crum & Forster (C&F), with a proud history dating to 1822, provides specialty and standard commercial lines insurance products through our admitted and surplus lines insurance companies. C&F enjoys a financial strength rating of "A" (Excellent) by AM Best and is proud of our superior customer service platform. Our claims and risk engineering services are recognized as among the best in the industry.

Our most valuable asset is our people: more than 2000 employees in locations throughout the United States. The company is increasingly winning recognition as a great place to work, earning several workplace and wellness awards, including the 2024 Great Place to Work Award for our employee-first focus and our steadfast commitment to diversity, equity and Inclusion.

C&F is part of Fairfax Financial Holdings, a global, billion dollar organization.

For more information about Crum & Forster, please visit our website:

Lead Specialist– Agency Bill Premium Collections

Are you a good communicator and results-driven team leader who thrives on delivering great customer service in a fast-paced environment? One of Crum & Forster’s fastest growing divisions is looking for a Team Lead. Must have general accounting and accounts receivable background, and the desire to join a Great Place to Work-rated Company with an exceptional culture and generous benefits.

The primary responsibility of a Team Lead is to ensure that all assigned premium receivables are collected in accordance with established policies and procedures in an efficient and timely manner while providing outstanding customer service to all external and internal customers. The Team Lead has proven experience and handles more large and complex accounts in addition to demonstrating analytical and forward-thinking skills to further the department.

What you will do:

• Responsible for collection and follow up on payment for assigned premium receivables.
• Review accounts receivable aging and other monthly reports to ensure compliance, and accurate and timely collections.
• Research billing disputes, reconcile accounts, provide payment history as needed and respond to customer inquiries within 24 hours.
• Submit requests to correct misapplied cash, write offs and premium disbursements.
• Determine reasons for non-pay situations and resolve discrepancies with producer or insured.
• Submit Cancellation/reinstatement of current coverage as appropriate to off shore NOC team within 48 hours of receipt
• Collaborate with Premium Audit team on non-productive audits and/or the audit revision process.
• Send follow-up inquiries on non-responsive accounts and timely referral of accounts to the Legal Collections team.
• Perform review of quarterly Statutory Aging to identify discrepancies within 5 days of month end.
• Respond to insured, agent and broker inquiries related to billing or account maintenance.
• Communicate any customer service issues to Manager.
• Responsible for large, complex producer and direct accounts.
• Take lead on specific projects or duties as assigned by Manager.
• Perform analytical review and contribute to monthly department metric displays
• Mentor Associate and Specialist roles.
• Collaborate with Digital, Robotics and IT teams on development and testing of new functionality.
• Assists management with updating and documenting workflow processes and changes.

• Minimum of 5 years accounts receivable and general accounting experience.
• Bachelor degree preferred, commensurate experience considered.
• Property & Casualty experience preferred.
• Proven ability and aptitude with the Microsoft Office suite of programs (Word, Excel and Outlook).
• Experience developing and reporting team metrics to measure performance and efficiency.
• Excellent customer service and issue resolution skills necessary to work with both internal and external customers.
• Ability to work in a fast paced environment and prioritize workload.
• Demonstrates attention to detail.
• Collaborates with IT regarding systems support, performance, problem resolution, and automation initiatives.
• Excellent communication skills, including the ability to interact with all…