Account Services Representative

IAT Insurance Group • Kansas City, MO

5d • Hybrid

About The Position

IAT Insurance Group has an immediate opening for an Account Service Representative in our Kansas City, Missouri office. This role is part of a department that is responsible for the identification, pursuit, and collection of company-wide receivables involving $531 Million annually. Please note, IAT works on a hybrid schedule, working from the office Monday through Wednesday with the option of working remotely Thursday and Friday. Account Service Representatives leverage their knowledge of cash management, billing, collections, reconciliation, commissions, and account payables functions while they interact daily with insureds, agents, brokers, vendors, law firms, internal departments, and outside banking personnel. The ideal candidate will have at least three or more years of experience in the functions noted above and for delivering customer service over the phone and through scheduled follow-up conversations.

Requirements

• High school graduate or equivalent with three more years of financial or accounts receivable experience, including experience in the insurance, or banking, or related industries.
• Must understand or have experience with Customer Service, Account Receivable, Account Payable, Billing & Invoicing.
• Must be able to work and feel comfortable on the phone, including outbound calls.
• Must be experienced with Microsoft Excel and Outlook.
• Must be comfortable with change.
• Must be detail oriented.
• Must be able to work within a team environment.
• Strong verbal and written communication skills are a must.

Nice To Haves

• Accounting experience in the insurance industry is preferred.
• Prefer Degree in Business Administration, Accounting, Finance, or related degree.
• Accounting experience is preferred.
• Bilingual (Fluent in Spanish)

Responsibilities

• Performs account reconciliation and maintains accounts and records for all billing
• Monitors all customer and agency inquiries, resolving all problems efficiently and within the timeframe.
• Responsible for handling internal collection letters, e-mails and calls.
• Responsible for identifying, researching, and resolving outstanding individual direct bills, agency account balances, and account discrepancies with insureds, agents, outside collection agencies, and law firms.
• Handles inbound and outbound phone calls to resolve account inquiries, provide accurate account information, and process payments.
• Performs other ad-hoc duties as assigned.

Benefits

• 26 PTO Days (Entry Level) + 12 Company Holidays = 38 Paid Days Off
• 7% 401(k) Company Match and additional Profit Sharing
• Hybrid work environment
• Numerous training and development opportunities to assist you in furthering your career
• Healthcare and Wellness Programs
• Opportunity to earn performance-based bonuses
• College Loan Assistance Support Plan
• Educational Assistance Program
• Mentorship Program
• Dress for Your Day Policy

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED