Account Service Representative III

Job Description

Job Description

The Account Service Representative III (ASR III) is responsible for processing new business and cancellations from accounts on multiple system platforms. Provide written correspondence to internal/external customers. Monitor accounts for outstanding balances. Meet the demands of a production environment in both the input of information and service standards including quality, quantity, and aged balance tracking.

Primary Job Functions:

• Process Daily Reports: Efficiently process assigned daily reports, including bank reconciliations, chargebacks, sales trackers, and customer service trackers, ensuring all tasks are completed within the SLA.
• Reconcile Account Entries: Reconcile the loaded, and remitted, account data files to the cash that was applied to both bank and trust accounts to determine monthly receivables.
• Accounts Receivable Management: Maintain a comprehensive and up-to-date list of aged accounts receivable balances, organized by client, account, or agent. Regularly monitor and follow up to ensure timely collections and resolution of outstanding balances.
• Monetary Tracking and Collections: Maintain an up-to-date record of all outstanding balances due from clients. Proactively follow up with accounts and agents to ensure timely collection per company policies and procedures
• Report Data and Errors: Report discrepancies, data issues, or account errors to the Team Leader or Supervisor in a timely manner for further investigation and resolution.
• Review and Analyze Error Reports: Thoroughly assess error reports to identify discrepancies or issues requiring action. Ensure certificates, business records, and insured eligibility align with established underwriting guidelines, confirming completeness and accuracy.
• Audit Remittance Reports: Conduct thorough audits of remittance reports to verify accuracy and ensure correct payments are received. Identify and rectify discrepancies, as necessary.
• Effective Communication: Engage proactively with agents, accounts, and customers to resolve issues via phone or written correspondence. Maintain professionalism in all communications while driving timely resolutions.
• Investigate and Address Past-Due Balances: Investigate and resolve past-due balances or issues related to late/non-remittance by contacting accounts, agents, and relevant business unit leaders to ensure prompt resolution.
• Customer Service Excellence: Deliver professional, high-quality customer service to internal associates and external accounts, promptly addressing inquiries, providing information, and resolving issues to ensure satisfaction and efficiency.

The above cited duties and responsibilities describe the general nature and level of work performed by people assigned to the job. They are not intended to be an exhaustive list of all the duties and responsibilities that an incumbent may be expected or asked to perform.

Minimum Qualifications:

• High School Diploma
• 5 - 7 years of work experience in an office environment.
• Strong Microsoft Excel skills
• Experience with Windows operating systems preferred.

Skills & Competencies Required:

• Ability to work independently and as part of a team
• Excellent organizational and time management skills
• Excellent interpersonal, oral, and written communication skills
• Experience writing and delivering communications to other departments

Additional Information:

Full benefit package including medical, dental, life, vision, company paid short/long term disability, 401(k), tuition assistance and more.

Job Posting Disclaimer

Fortegra will never request financial or sensitive information such as your bank account information, social security number, or other non-publicly available information for any purpose during the application and interview process. All official communications from our Talent Acquisition team will come from our email domain address “@fortegra.com”. If you receive a suspicious message, unsolicited job offer or would like to verify the legitimacy of any communication about a position, please contact our Human Resources department at View email address on us.fitly.work.

Please be aware of job fraud(s) – all correspondence emails regarding your candidacy will come from our Fortegra.com email address. Thank you.

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