Account Service Representative II

Job Description

Job Description

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

Applicants must be authorized to work for any employer in the United States. We are unable to sponsor or assume sponsorship of employment visas at this time. We welcome applicants of all backgrounds and national origins

Recruitment Updates:

Fortegra has recently been made aware of unauthorized communications regarding career opportunities by individuals not associated with Fortegra or our recruitment team. Fortegra will only contact you from the Fortegra domain address (@fortegra.com). If you receive a message from someone posing as a Fortegra recruiter via text message, WhatsApp, Telegram or other messaging platform, please report it as phishing and block the sender.

Fortegra is not accepting unsolicited resumes from search firms for this position.

#LI-Onsite