Account Service Representative III

Fortegra•Jacksonville, FL

16h•Onsite

About The Position

As an Account Service Representative III, you will be responsible for monitoring, reconciling, invoicing and reporting of accounts on multiple system platforms. Provide professional customer service to insureds, agents and accounts both verbally and in written format. Assist accounts with questions on their products and programs. Monitor accounts for outstanding balances due LOTS. Meet the demands of a production environment in both the input of information and service standards including quality, quantity, aged balance tracking and phone response times. This is a seasoned position; candidates must have appropriate work experience in an office environment, be professional and customer focused. Responsibilities include but are not limited to: Review error reports to determine which items need action taken: certificates / business is complete, accurate, and insured eligibility based on established underwriting guidelines. Take appropriate action by making adjustments to coverage, underwriting age, limit, premium, terms or health information for eligibility as needed. Endorse certificates or deny coverage according to master policy limits. Communicate with agents, accounts, and customers when problems occur by phone and/or written correspondence to resolve the problem. Calculate premium to verify that the correct rate is being charged. Reconcile business entered into the system with actual reports and money received. Audit remittance report for accuracy and verify correct payment was received. Report data and account errors to Team Leader or Supervisor. Maintain a list of all monies due and owed from each account and follow up with accounts and agents for collection as defined by company policy. Maintain all accuracy and production standards for processing business. Monitor assigned group email folders and respond to requests within SLA. Process assigned daily reports such as, bank recon, chargebacks, sales trackers, customer service tracker, etc. within SLA. Provide premium and refund quotes to agents, accounts, and customers. Research past due balances or late / non remitting issues and notify accounts, agents and appropriate business unit leaders. Complete tasks in tracker as needed to meet SLA. Identify potential workflow improvements and impediments and suggest changes in process. Responsible for Clients billing and settlements. Provides professional customer service to associates and accounts who contact the department for information. Provides client reporting within contractual SLA guidelines. Process premium checks and send to the lockbox for deposit. Reconcile client premium, commission, cash, and bank accounts

Requirements

Strong reconciliation background and accounting knowledge/background is REQUIRED
Intermediate Excel (VLOOKUP, etc.) REQUIRED
5–7 years of work experience in an office environment
Ability to accurately make 6000 to 8000 keystrokes per hour
Ability to use Word and WinZip preferred
Experience with Windows operating systems preferred
High School Diploma or Equivalency Required

Nice To Haves

Ability to use Word and WinZip preferred
Experience with Windows operating systems preferred

Responsibilities

Monitor, reconcile, invoice and report accounts on multiple system platforms.
Provide professional customer service to insureds, agents and accounts both verbally and in written format.
Assist accounts with questions on their products and programs.
Monitor accounts for outstanding balances due.
Review error reports to determine which items need action taken.
Take appropriate action by making adjustments to coverage, underwriting age, limit, premium, terms or health information for eligibility as needed.
Endorse certificates or deny coverage according to master policy limits.
Communicate with agents, accounts, and customers when problems occur by phone and/or written correspondence to resolve the problem.
Calculate premium to verify that the correct rate is being charged.
Reconcile business entered into the system with actual reports and money received.
Audit remittance report for accuracy and verify correct payment was received.
Report data and account errors to Team Leader or Supervisor.
Maintain a list of all monies due and owed from each account and follow up with accounts and agents for collection as defined by company policy.
Maintain all accuracy and production standards for processing business.
Monitor assigned group email folders and respond to requests within SLA.
Process assigned daily reports such as, bank recon, chargebacks, sales trackers, customer service tracker, etc. within SLA.
Provide premium and refund quotes to agents, accounts, and customers.
Research past due balances or late / non remitting issues and notify accounts, agents and appropriate business unit leaders.
Complete tasks in tracker as needed to meet SLA.
Identify potential workflow improvements and impediments and suggest changes in process.
Responsible for Clients billing and settlements.
Provide professional customer service to associates and accounts who contact the department for information.
Provide client reporting within contractual SLA guidelines.
Process premium checks and send to the lockbox for deposit.
Reconcile client premium, commission, cash, and bank accounts