Account Analyst

Job Description

TITLE: Account Analyst

DEPARTMENT : Operations - Synergy

REPORTS TO: Client Services Manager

STATUS: Regular, Full-Time, Non-Exempt

SUMMARY OF JOB PURPOSE :
The Account Analyst performs the day-to-day collections of fees from clients, both domestic and international, across multiple platforms.

PRIMARY JOB RESPONSIBILITIES :

• Calls and/or emails to clients regarding unpaid balances; ensures all clients have been contacted regarding outstanding balances in accordance with Collections Guidelines.
• Works with claims administrators, adjusters, and other members of the company when billing issues arise.
• Provides reporting analysis and summary to leadership team regarding account status and any client assistance needed, helping to recommend improvements aimed at reducing future occurrences.
• Processes write-offs per company guidelines.
• Prepares reports for monthly billing clients.
• Adds detailed comments within financial application outlining collections activity performed by invoice, examiner and/or by the client.
• Ensures timely resolution of customer disputes and maintains thorough and accurate documentation of customer issues; escalates applicable situations to leadership.
• Pulls payment information out of company accounting systems; identifies duplicates or overpayments and provides information to external contacts.
• Professionally attends meetings with internal and external parties, showing presence, and can accurately respond to varying questions.
• Performs other duties and projects as needed or assigned.
• Participates in ongoing education, training, and development efforts to maintain and enhance skills as assigned or approved.
• Upholds the values of Engle Martin and Our Foundation.

REQUIRED EDUCATION & EXPERIENCE :

• High school diploma or equivalent required
• At least three to five years of experience in a professional environment preferred
• Prior experience in collections, customer service, or related role preferred
• Prior experience working in commercial property adjusting or other insurance-related industry preferred

Desired Knowledge, Skills & Abilities :

• Proficient to advanced skills in Microsoft Word and Excel, including the creation and navigation of complex spreadsheets
• Thorough, diligent, and detail-oriented
• Ability to investigate, analyze, and problem solve
• Ability to work independently and multi-task in a fast-paced environment
• Excellent communication and customer service skills
• Excellent time management skills with the ability to prioritize consistently
• Ability to quickly learn and become proficient in multiple internal platforms
• Highly motivated with the ability to complete tasks within given deadlines
• Basic mathematical skills; fundamental accounting skills helpful
• Understanding of contractual language as necessary

WORKING CONDITIONS :
Work is generally performed in a typical office environment while adhering to updated OSHA and CDC guidelines and best safety practices, with limited exposure to harsh weather conditions, loud internal or external noise, fumes, or significant temperature changes.


PHYSICAL ACTIVITIES AND REQUIREMENTS :

Work requires light lifting (10 - 20 lbs.), standing, walking, stooping, kneeling, reaching, fingering (keyboarding) and repetitive hand motion, grasping, talking, and hearing at normal speaking levels. Work requires visual acuity to read and prepare data and figures, type words and numbers, view information on a computer terminal, read, operate office machines, and determine the accuracy and thoroughness of work.