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Accounts Receivable Agent Liaison (Remote 8am-5pm EST)
Bass Underwriters - Plantation, FL
posted about 2 months ago
About the position
The Accounts Receivable Agent Liaison is a remote position responsible for managing accounts receivable processes, ensuring timely collection of policy premiums from insurance agents. This role involves analyzing accounts, communicating with agents regarding past due amounts, and handling various financial transactions. The ideal candidate will possess strong customer service skills and attention to detail, contributing to the efficiency of the accounts receivable team.
Responsibilities
- Contact agents for payment prior to initiating direct notice of cancellation of policy.
- Send earned premium letters.
- Research checks posted incorrectly.
- Handle incoming calls, emails and faxes from agents.
- Work closely with the supervisor regarding past due items.
- Handle finance company calls.
- Handle Company Payables calls/emails - contact agents on policies which demand immediate payment.
- Prepare payments to the Agent/Finance Companies.
- Request Notices of Cancellation for unpaid policies.
- Post agent and finance company checks, wires, and ACHs.
- Rescind paid policies.
- Email Statements and Late Notices to agents.
- Prepare Daily Cash Report.
- Review Producer Payable Report.
Requirements
- High School Diploma or General Education Diploma (G.E.D.)
- 1 year of Accounts Receivable or Customer Service experience preferred
- Strong customer orientation, excellent interpersonal and communication skills
- Strong problem analysis and resolution skills
- Must be able to prioritize and be responsive to complex issues
- Detail oriented and able to multi-task
- Proficient in Microsoft Word, Excel and Outlook - knowledge of accounting desired.
Benefits
- Paid Time Off
- 10 Paid Holidays
- 401(k) with company match
- Medical, Dental, & Vision insurance
- Supplemental benefits including company paid long-term disability and life insurance.
