Account Service Representative II

Fortegra•Paducah, KY

11d•Onsite

About The Position

This role is responsible for processing daily reports, reconciling account entries, managing accounts receivable, tracking monetary transactions, reporting data and errors, reviewing error reports, auditing remittance reports, communicating effectively with various stakeholders, investigating past-due balances, and providing excellent customer service. The position requires a high school diploma, 5-7 years of office experience, strong Microsoft Excel skills, and preferred experience with Windows operating systems. The candidate must be authorized to work in the United States without sponsorship.

Requirements

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

Nice To Haves

Experience with Windows operating systems

Responsibilities

Process assigned daily reports, including bank reconciliations, chargebacks, sales trackers, and customer service trackers, ensuring all tasks are completed within the SLA.
Reconcile loaded and remitted account data files to the cash applied to bank and trust accounts to determine monthly receivables.
Maintain a comprehensive and up-to-date list of aged accounts receivable balances, organized by client, account, or agent, and monitor for timely collections.
Maintain an up-to-date record of all outstanding balances due from clients and proactively follow up for timely collection.
Report discrepancies, data issues, or account errors to the Team Leader or Supervisor in a timely manner.
Assess error reports to identify discrepancies or issues requiring action, ensuring certificates, business records, and insured eligibility align with underwriting guidelines.
Conduct thorough audits of remittance reports to verify accuracy and ensure correct payments are received, identifying and rectifying discrepancies.
Engage proactively with agents, accounts, and customers to resolve issues via phone or written correspondence.
Investigate and resolve past-due balances or issues related to late/non-remittance by contacting accounts, agents, and relevant business unit leaders.
Deliver professional, high-quality customer service to internal associates and external accounts, promptly addressing inquiries, providing information, and resolving issues.