Accounts Receivable, Accounts Receivable Processing, Analysis Skills, Billing, Cash Applications, Communication Skills, Customer Experience, Customer Relations, Customer Support/Service, Detail Oriented, ERP (Enterprise Resource Planning), Guidewire, Identify Issues, Insurance, Pivot Tables, Policy Development, Presentation/Verbal Skills, Problem Solving Skills, Reconciliation, Recruiting/Staffing Agency, Sarbanes-Oxley Act (SOX), Team Player, Time Management, Trend Analysis, Writing Skills
Company Details
We are building a regional Accounts Receivable shared services team and are seeking a Senior Accounts Receivable Specialist to support key receivables processes for our commercial portfolio. This role is critical to the organization as you provide friendly and positive customer interactions while also solving payment challenges for our commercial policyholders and agents. You will join a close-knit and growing team of colleagues who are excited to share their knowledge and where it's safe to be curious, ask questions, and challenge the status quo.
Company URL: https://www.wrbmag.com/
The company is an equal opportunity employer.
Responsibilities
The Senior Accounts Receivable Specialist supports key receivables processes for the commercial portfolio, providing positive customer interactions, solving payment challenges for policyholders and agents, and contributing to a collaborative regional AR shared services team.
- Deliver friendly, responsive and "resolve it the first time" customer service by phone and email• Apply payments accurately and in a timely manner• Analyze account activity and identify trends or issues, escalating insights to management as appropriate• Perform account reconciliations and work to resolve discrepancies• Take ownership of customers' needs and coordinate with internal and external partners regarding things like policy issuance, premium audits, reinstatements and cancellations• Escalate complex issues and contribute ideas to improve accuracy, workflows, and customer experience• Support changes in procedures, systems and organizational structure
Qualifications
- 3-5+ years of commercial accounts receivable experience, including direct customer interaction• Experience with cash application, billing, and reconciliations• Excellent written and verbal communication skills• Excellent customer service skills• Working knowledge of ERP or AR systems• Intermediate Excel skills (pivot tables, lookups)• Detail-oriented and strong problem-solving ability without losing sight of the big picture• Ability to work in multiple systems simultaneously• Ability to adapt to and support ongoing process and system changes
Preferred Qualifications:
- Exposure to SOX controls• Experience in the insurance industry• Experience with policy administration and insurance billing systems like Guidewire
Additional Company Details
We do not accept unsolicited resumes from third party recruiting agencies or firms.
Sponsorship Details
Sponsorship not Offered for this Role