Account Service Representative II
Fortegra•Paducah, KY
•Onsite
About The Position
This role is responsible for processing daily reports, reconciling account entries, managing accounts receivable, tracking monetary collections, reporting data and errors, reviewing error reports, auditing remittance reports, communicating effectively with agents and customers, investigating past-due balances, and providing excellent customer service. The duties and responsibilities described are general and may not be exhaustive.
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
- Authorized to work for any employer in the United States
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 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 follow up with accounts and agents 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 and resolving issues.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
High school or GED
