Account Service Representative

IAT Insurance Group; Kansas City (MO); On-site; USD 45,000 - 60,000; Full time

Job summary

IAT Insurance Group is seeking an Account Service Representative to join their team in Kansas City. The role involves managing accounts, handling customer inquiries, and ensuring efficient billing operations. Ideal candidates will have a strong background in finance, excellent communication skills, and the ability to work in a hybrid environment, offering a balance of office and remote work.

Benefits

26 PTO Days + 12 Company Holidays

7% 401(k) Company Match

Training and development opportunities

Healthcare and Wellness Programs

Performance-based bonuses

College Loan Assistance

Educational Assistance Program

Mentorship Program

Dress for Your Day Policy

Qualifications

• 3+ years in financial or accounts receivable experience.
• Experience with Customer Service, Account Receivables, and Payables.
• Strong verbal and written communication skills.

Responsibilities

• Perform account reconciliation and maintain billing records.
• Resolve customer and agency inquiries efficiently.
• Process non-sufficient funds and stop payments for returned checks.

Skills

Customer Service

Account Receivable

Billing & Invoicing

Detail Oriented

Communication

Education

High school graduate or equivalent

Degree in Business Administration, Accounting, Finance, or related degree

Tools

Microsoft Excel

Microsoft Outlook

Job description

IAT Insurance Group has an immediate opening for an Account Service Representative in our Kansas City, MO location. 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 leverages their knowledge of cash management, billing, collections, reconciliation, commissions, and account payables functions while they interact daily with 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.

Responsibilities:

Performs account reconciliation and maintainsaccounts and records for all billing

• Monitors all customer and agency inquiries, resolving all problems efficiently and within the timeframe.
• Responsible for handling initial letters and calls.
• Responsible to identify, research and resolve outstanding individual direct bills, agency account balances, and account discrepancies with insured’s, agents, outside collection agencies, and law firms.
• Verifies daily lockbox payment applications and works with outside banking contacts to make corrections as necessary.
• Processes non-sufficient funds and stop payments for returned checks. Notifies agents, the insured, and underwriters ofreturned checks.
• Prepares daily general ledger entries and non-cash code sheets to reverse payments from insured policies.
• Performs other ad-hoc duties as assigned.

Qualifications:

Must Have:

• High school graduate or equivalent with three more years offinancial 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.
• Accounting experience in the insurance industry is preferred.
• 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.

Preferred to Have:

Bilingual (Fluent in Spanish)

• Prefer Degree in Business Administration, Accounting, Finance, or related degree.
• Accounting experience is preferred.
• Experience with Microsoft Excel and Outlook is preferred.

Our Culture

IAT is the largest private, family-owned property and casualty insurer in the U.S.InsuranceAnswersTogetheris how we define IAT, in letter and in spirit. We work together to provide solutions for people and businesses. We collaborate internally and with our partners to provide the best possible insurance and surety options for our customers.

At IAT, we’re committed to driving and building an open and supportive culture for all. Our employees propel IAT forward – driving innovation, stable partnerships and growth. That’s why we continue to build an engaging workplace culture to attract and retain the best talent.

We offer comprehensive benefits like:

• 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

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. We maintain a drug-free workplace and participate in E-Verify