Accounts Receivable Specialist

Insight Global; Omaha (NE); Sur place; USD 52 000 - 65 000; Plein temps

Résumé du poste

Insight Global is seeking an Accounts Receivable Specialist in Omaha, NE to manage a portfolio of customer accounts, perform reconciliations, and ensure accurate cashflow. The role requires coordinating with agents, brokers, and insureds to resolve billing questions and payment discrepancies, while upholding performance goals and service standards.

The successful candidate will balance accounts, process unapplied cash, and engage with Underwriting and partners to establish payment terms and

Qualifications

• Account reconciliation and maintenance of receivables.
• Strong communication with agents, partners, and insureds.

Responsabilités

• Balance customer accounts and communicate with internal and external partners.
• Reconcile unapplied cash to open receivables and initiate disbursements when applicable.
• Review payment discrepancies from agents, brokers, and customers to determine origin.
• Work with Underwriting and agents to approve payment terms and resolve disputes.
• Handle customer service inquiries via multiple channels.
• Follow training guidelines to meet assigned performance goals.
• Achieve prescribed productivity and accuracy standards.

Connaissances

Account reconciliation

Cash flow handling

Customer service

Communication

Analytical thinking

Description du poste

The Accounts Receivable Specialist is responsible for managing a portfolio of customer accounts, including account maintenance and reconciliation activities. The role includes responsibility for follow-up with agents, business partners and direct insureds on questions involving specific billings and payments to facilitate accurate cashflow. Performance must be maintained as prescribed in Performance Goals outlined by Accounts Receivable team Supervisor or Manager within the Specialty Division of company.

• Balance customer accounts while communicating effectively with internal and external business partners
• Perform reconciliation of unapplied cash to open receivables, offsetting transactions, and initiating disbursements where applicable
• Reviews agent, broker, and customer payment discrepancies to determine origin
• Initiates appropriate action based on analysis working with Underwriting and agents, brokers, and customers to approve payment terms and resolve disputes
• Effectively and efficiently handle customer service inquiries via multiple channels
• Understanding and expertise to execute on assigned Performance Goals via following prescribed training guidelines
• Achieve prescribed productivity standards
• Achieve prescribed accuracy standards