Accounts Receivable Collections Specialist

Job Title

Accounts Receivable / Collections Specialist

• Maintain and update customer accounts with newly issued invoices to ensure accurate and current records.
• Distribute invoices electronically through EDI and other approved methods to support timely billing.
• Review and verify billing data within the Nexsure system to ensure the accuracy of customer statements.
• Respond promptly and professionally to customer inquiries and resolve billing questions or disputes.
• Produce and send paper invoices and statements upon customer request.
• Communicate monthly account status updates to insurance agents and customer service representatives.
• Monitor aged receivables reports and take appropriate follow-up action to reduce past‑due balances.
• Conduct daily courtesy reminder and collections calls to insured customers to encourage timely payments.
• Issue follow‑up statements when collection attempts are unsuccessful and document all actions taken.
• Support producers and customer service representatives with questions related to billing, payments, and processes.
• Prepare premium finance agreements for insured customers as needed.
• Reconcile outstanding balances to confirm proper application of payments, credits, and adjustments.
• Generate cancellation notices in accordance with established guidelines and procedures.
• Work directly with customers to understand payment delays and reach mutually acceptable resolutions.
• Compile and deliver reporting on financed premiums for leadership review.
• Document all customer interactions thoroughly to ensure accurate follow‑up and tracking.
• Validate customer contact details, including phone numbers and mailing addresses, to maintain accurate records.
• Perform all duties in alignment with company policies, procedures, and compliance standards.
• Collaborate with internal accounting and operations teams to support continuous improvement in billing and collections processes.

• At least two years of experience in Accounts Receivable or collections.
• Two to four years of relevant experience, or an equivalent combination of education and experience.
• Associate degree in Accounting, Business, or a related field preferred.
• Strong analytical and problem‑solving abilities to resolve billing issues and reconcile accounts.
• Excellent interpersonal and communication skills, both written and verbal, to interact with customers and internal teams.
• High level of organization and strong attention to detail when managing multiple accounts and tasks.
• Intermediate proficiency with Microsoft Office, particularly Excel and Word.
• Ability to manage multiple priorities and perform effectively in a fast‑paced environment.
• Experience in accounts receivable, collections, billing, and reconciliation.
• Data entry skills with accuracy and speed for updating customer accounts and invoices.
• Working knowledge of AR accounting processes and principles.
• Experience with accounts receivable collections tools and workflows.
• Familiarity with Nexsure (or Nexure) as a billing or agency management system is beneficial.

• Prior experience within the insurance industry is a plus.
• Experience with AMS
  360 or similar agency management systems is advantageous.
• Comfort working with EDI and electronic invoicing methods.
• Ability to build positive relationships with customers, agents, and internal stakeholders.
• Demonstrated reliability in meeting deadlines and following through on collection commitments.
• Interest in continuous improvement of billing and collections processes.

This role is based in an open office environment with a collaborative team structure. The standard schedule is Monday through Friday, with flexible hours between 8:00 a.m. and 6:00 p.m., as long as a 40‑hour workweek is maintained. After approximately 90 days and subject to supervisor approval, team members may receive the privilege to work in a hybrid arrangement, spending about 80% of their time in the office and 20% working from home.

The facility is a brand‑new building that offers several on‑site perks, including freshly made Cuban coffee each mid‑morning, complimentary transfers or rides to the airport, and a free shuttle…