Accounts Receivable Specialist

Job Description

Job Responsibilities:

The Accounts Receivable Specialist is responsible for managing a portfolio of customer accounts, including account maintenance and reconciliation activities. The role includes responsibility for follow-up with agents, business partners and direct insureds on questions involving specific billings and payments to facilitate accurate cashflow. Performance must be maintained as prescribed in Performance Goals outlined by Accounts Receivable team Supervisor or Manager within the Specialty Division of company.

• Balance customer accounts while communicating effectively with internal and external business partners
• Perform reconciliation of unapplied cash to open receivables, offsetting transactions, and initiating disbursements where applicable
• Reviews agent, broker, and customer payment discrepancies to determine origin
• Initiates appropriate action based on analysis working with Underwriting and agents, brokers, and customers to approve payment terms and resolve disputes
• Effectively and efficiently handle customer service inquiries via multiple channels
• Understanding and expertise to execute on assigned Performance Goals via following prescribed training guidelines
• Achieve prescribed productivity standards
• Achieve prescribed accuracy standards

• High School Diploma
• Microsoft Office Suite (Excel)
• Agency billing experience
• Office experience insurance experience

We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances.

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