Accounts Receivable Representative I

AmTrust Financial Services•Cleveland, OH

15d•$17 - $22•Hybrid

About The Position

The Accounts Receivable Representative I at AmTrust Financial, a multi-national insurance holding company, will demonstrate a thorough understanding of Accounts Receivable processes, including Billing, Cancellations, Reinstatements, Premium Finance, and fund transfers within policies. This role involves daily work in Microsoft Excel and Outlook, reviewing installment billing on policies, processing cancellations and reinstatements, entering policy documents, reconciling invoices, and managing fund transfers. The representative will handle multiple administrative duties to ensure effective, efficient, and accurate servicing of policies while maintaining a solid understanding of AmTrust’s mission, vision, and values and upholding organizational standards.

Requirements

2–3 years of Accounts Receivable or Billing experience.
Proficiency in Microsoft Excel (pivot tables, VLOOKUP, formulas) and Outlook.
Excellent attention to detail and accuracy in data entry and reconciliation.
Strong written and verbal communication skills.
Customer service experience in a fast-paced environment.
Ability to multitask and prioritize effectively.
Physical presence in the office as required, hybrid schedule.

Nice To Haves

Insurance industry experience.

Responsibilities

Review and verify policy installment schedules for accuracy and compliance.
Process cancellations and reinstatements within established timelines.
Perform accurate data entry of policy documents and endorsements.
Generate, review, and reconcile invoices; research and resolve discrepancies.
Review and transfer funds within policies accurately and timely.
Assist agents, insureds, and underwriters with complex policy dispute functions.
Maintain daily spreadsheets using Excel (pivot tables, lookups, formulas) and Microsoft Forms.
Review daily reports within policy systems and release documents to print.
Provide excellent customer service to clients and internal stakeholders.
Work daily in Outlook to manage communications and coordinate with teams.
Follow established corporate and department policies and procedures.
May be required to work overtime during peak periods or month-end close.
Contribute to process improvements and maintain compliance with audit standards.
Performs other functionally related duties as assigned.