Account Service Representative II

Fortegra-; Paducah (KY); On-site; USD 38,000 - 52,000; Full time

Job summary

Fortegra- is seeking an Accounts Receivable Specialist to manage daily financial tasks and ensure timely collections. You will process daily reports, reconcile accounts, and maintain aged AR balances while communicating with agents and customers.

Applicants should have a high school diploma and 5–7 years of office experience; strong organization, time management, and written/oral communication skills are required. This role emphasizes accuracy and teamwork.

Qualifications

• High School Diploma
• 5–7 years of office experience
• Experience with Windows operating systems preferred
• Ability to work independently and as part of a team
• Excellent organizational and time management skills
• Excellent interpersonal, oral, and written communication skills
• Experience writing and delivering communications to other departments

Responsibilities

• Process daily reports, including reconciliations, chargebacks, sales trackers, and customer service trackers within SLA.
• Reconcile account entries and remitted data to determine monthly receivables.
• Maintain aged accounts receivable by client, account, or agent; follow up for timely collections.
• Track and collect outstanding balances; follow company policies for timely collection.
• Report discrepancies or errors to Team Leader for investigation and resolution.
• Review error reports to confirm underwriting guidelines alignment.
• Audit remittance reports for accuracy and correct payments.
• Communicate with agents, accounts, and customers to resolve issues professionally.
• Investigate and resolve past-due balances with leaders to ensure prompt resolution.
• Deliver professional customer service to internal and external accounts.

Skills

Organizational skills

Time management

Interpersonal communication

Oral communication

Written communication

Teamwork

Independent work

Education

High School Diploma

Job description

• Process Daily Reports:Efficiently process assigned daily reports, including bank reconciliations, chargebacks, sales trackers, and customer service trackers, ensuring all tasks are completed within the SLA.
• Reconcile Account Entries: Reconcile the loaded, and remitted, account data files to the cash that was applied to both bank and trust accounts to determine monthly receivables.
• Accounts Receivable Management:Maintain a comprehensive and up-to-date list of aged accounts receivable balances, organized by client, account, or agent. Regularly monitor and follow up to ensure timely collections and resolution of outstanding balances.
• Monetary Tracking and Collections:Maintain an up-to-date record of all outstanding balances due from clients. Proactively follow up with accounts and agents to ensure timely collection per company policies and procedures
• Report Data and Errors:Report discrepancies, data issues, or account errors to the Team Leader or Supervisor in a timely manner for further investigation and resolution.
• Review and Analyze Error Reports:Thoroughly assess error reports to identify discrepancies or issues requiring action. Ensure certificates, business records, and insured eligibility align with established underwriting guidelines, confirming completeness and accuracy.
• Audit Remittance Reports:Conduct thorough audits of remittance reports to verify accuracy and ensure correct payments are received. Identify and rectify discrepancies, as necessary.
• Effective Communication:Engage proactively with agents, accounts, and customers to resolve issues via phone or written correspondence. Maintain professionalism in all communications while driving timely resolutions.
• Investigate and Address Past-Due Balances:Investigate and resolve past-due balances or issues related to late/non-remittance by contacting accounts, agents, and relevant business unit leaders to ensure prompt resolution.
• Customer Service Excellence:Deliver professional, high-quality customer service to internal associates and external accounts, promptly addressing inquiries, providing information, and resolving issues to ensure satisfaction and efficiency.

The above cited duties and responsibilities describe the general nature and level of work performed by people assigned to the job. They are not intended to be an exhaustive list of all the duties and responsibilities that an incumbent may be expected or asked to perform.

Minimum Qualifications:

• High School Diploma
• 5 - 7 years of work experience in an office environment.
• Experience with Windows operating systems preferred.
• Ability to work independently and as part of a team
• Excellent organizational and time management skills
• Excellent interpersonal, oral, and written communication skills
• Experience writing and delivering communications to other departments

Applicants must be authorized to work for any employer in the United States. We are unable to sponsor or assume sponsorship of employment visas at this time. We welcome applicants of all backgrounds and national origins

Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws.For further information, please review the Know Your Rights notice from the Department of Labor.