Accounts Receivable Specialist

Accounts Receivable Specialist

Required Skills & Experience - High School Diploma

Microsoft Office Suite (Excel)

Agency billing experience

Office experience

Nice to Have Skills & Experience - Insurance experience

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