Customer Service Representative - Accounting

Distinguished ProgramsBuford, GA
8d$43,000 - $45,000Hybrid

About The Position

We are excited to welcome a Customer Service Representative to join our Accounting Team. We are seeking a dynamic and driven individual looking to develop and grow their accounting knowledge and experience in the insurance industry. As a Customer Service Representative, you will work with hundreds of independent insurance brokers and agents across the United States. You will be the first point of contact for accounting related questions, with the goal of creating an exceptional customer experience. You will play a critical role in being part of the team that resolves and reconciles regular inbound inquiries via email and phone. This is an incredible opportunity to learn and be part of both the Commercial Insurance industry and the Accounting/Finance field. ABOUT YOU You are a curious, habitual learner. You are comfortable working in a dynamic, fast-paced environment with frequent changes to processes, procedures, and new technology tools. Time management, organization, and prioritization come natural to you. You’re a resourceful, forward-looking thinker with an exceptional self-directed work ethic who proactively seeks opportunities and proposes solutions, asks questions (and asks for help), and takes accountability. You're a strong verbal and written communicator with high attention to detail. You have excellent problem-solving skills where challenges like multi-tasking don’t fluster you. You are tech savvy and have strong computer skills. Finally, you come from a service background. Did we just describe you? If so, please read on because we want to hear from you!

Requirements

  • Minimum of 1 year experience working in a general accounting or cash applications role
  • Associate's degree in accounting or equivalent combination of education and experience
  • Working knowledge of Microsoft Office Suite, Excel focused, and Salesforce a plus
  • Adaptability/flexibility to use multiple computer operating systems
  • Strong verbal and written communication skills including phone skills
  • Interpersonal skills both in working in team environment and working with customers
  • Natural curiosity and desire for problem identification and resolution
  • Sense of urgency in issue resolution and attention to detail

Nice To Haves

  • Insurance industry experience is extra bonus points

Responsibilities

  • Drive an exceptional customer experience with every interaction via phone and email.
  • Process check deposits, incoming payments, refunds and commissions
  • Apply technical knowledge to resolve customer inquiries.
  • Identify opportunities to improve the customer experience.
  • Act as a "gatekeeper" and "gateway", providing a bridge for smooth communication from customers to our accounting and finance department as well as occasionally to various departments throughout the company.
  • Handling customer and broker service inquiries through to resolution.
  • Accounts receivable collections follow-up.
  • General office and clerical work.
  • Ad hoc projects when applicable.

Benefits

  • Summer Fridays (Leave at 2:00PM all Fridays from Memorial Day to Labor Day).
  • Great healthcare coverage including Medical, Vision, and Dental.
  • 401k with 4% company match. Immediately 100% vested.
  • Life, disability and supplemental insurance.
  • Growth and development opportunities.
  • Wellness Benefits including an Employee Assistance Program, Telemedicine, and Peloton App Digital Membership for 1 year (or if you have Peloton equipment, receive a 4-month waiver
  • Work/Life Balance with generous time off policy including PTO and paid holidays, Summer Hours, Dependent Daycare flexible spending account, paid parental leave, a commuter account, and a sabbatical every 7 years.
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