AR Support and Collections Specialist

Vertafore; Denver (CO); Hybrid; USD 60,000 - 80,000; Full time

Job summary

An innovative technology company is seeking an AR Support and Collections Specialist to enhance customer interactions and manage billing inquiries. This role is pivotal in resolving customer disputes and ensuring timely collections, contributing to the company's mission of advancing the insurance industry. The ideal candidate will thrive in a collaborative environment, leveraging strong analytical and communication skills to provide exceptional service. Join a team that values customer success and fosters a culture of growth and innovation, where your contributions will directly impact the efficiency and effectiveness of operations.

Qualifications

• 1-2 years account billing and collections experience preferred.
• Strong analytical and critical thinking skills are essential.

Responsibilities

• Answer billing-related questions via phone and email.
• Collect on past due accounts through calls and emails.
• Create and resolve AR cases in Salesforce.

Skills

Analytical Skills

Communication Skills

Detail-oriented

MS Excel

Typing Skills

Education

College Degree

Tools

Salesforce

Job description

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$21.64 / hour

Vertafore is a leading technology company whose innovative software solution are advancing the insurance industry. Our suite of products provides solutions to our customers that help them better manage their business, boost their productivity and efficiencies, and lower costs while strengthening relationships.

Our mission is to move InsurTech forward by putting people at the heart of the industry. We are leading the way with product innovation, technology partnerships, and focusing on customer success.

Our fast-paced and collaborative environment inspires us to create, think, and challenge each other in ways that make our solutions and our teams better.

We are headquartered in Denver, Colorado, with offices across the U.S., Canada, and India.

The AR Support and Collections Specialist is responsible for providing triage services on all inbound Customer billing and collection queries, as well as generating and assigning Customer follow-up tasks and escalations. Additionally, the successful person in this role will reduce outstanding balances on accounts while providing customer service alongside our AR Support Team to resolve customer disputes and inquiries. Most of the role will be spent interacting with customers, external and internal, via phone calls and email.

Core Requirements And Responsibilities

Essential job functions included but are not limited to the following:

• Answer billing related questions via inbound phone calls and email queues
• Provide clear and concise documentation regarding customer problems and resolution
• Troubleshoot and review customer issues and drive to resolution where possible.
• Review payment options and invoices with internal and external customers
• Collect on past due accounts via outbound calls and emails
• Resolve customer disputes and inquiries
• Provide clear and concise documentation regarding customer problems and resolution
• Troubleshoot and review customer issues and drive to resolution where possible
• Review payment options and invoices with internal and external customers
• Provide a best effort to answer or resolve a customer query or issue on the first contact
• Provide clear and concise documentation on customer reported issues, and subsequent resolution
• Responsible for escalation of unresolved issues to AR Billing Services as required via Salesforce case
• Responsible for providing payment options to customers when needed
• Provide invoices/invoicing information to both external and internal customers
• Create, own, and resolve AR cases in Salesforce, escalating when needed
• Enable customers to sign up for our MyVertafore payment portal
• Complete other duties as assigned by manager
  
  

Knowledge, Skills And Abilities

• Strong analytical and critical thinking skills
• Detail-oriented and work with a high degree of accuracy and efficiency.
• Excellent verbal, telephone and written communication skills necessary
• Intermediate level MS Excel skills
• Excellent typing skills with the ability to type 50+ words per minute with high accuracy
  
  

Qualifications

• College degree preferred.
• 1-2 years account billing, collections, and account resolution experience preferred
• 2 Years user experience with multiple Enterprise Resource Planning (ERP) systems preferred
  
  

Additional Requirements And Details

• Travel is not expected in this role.
• Located and working from an office location when required.
• Occasional lifting and/or moving up to 10 pounds.
• Frequent repetitive hand and arm movements required to operate a computer.
• Specific vision abilities required by this job include close vision (working on a computer, etc.).
• Frequent sitting and/or standing.
  
  

THE VERTAFORE STORY

Over the past 50 years, Vertafore has advanced the entire insurance distribution channel with the best software solutions in the industry. Today, we’re proud to say hundreds of thousands of Vertafore users rely on our solutions to write business faster, reduce costs, and fuel growth by increasing collaboration and streamlining processes. Vertafore leads the industry with secure, cloud-based mobile products that provide superior reporting and analytics, delivering actionable insight— right when customers need it most. We partner with other leading technology companies to deliver comprehensive solutions to improve the way our customers do business and serve their customers.

The Vertafore Way

Insurance is about relationships, and technology should make those relationships stronger. That’s why, at Vertafore, it’s our mission to transform the way the industry operates by putting people at the heart of insurance technology. By focusing on our customers, becoming better every day, and delivering results you can see, we provide the level of trust and security that insurance is all about.

• Bias to Action: We're united by an innate drive to take action and make a difference in the technology and insurance spaces.
• Win Together: We work together as one team, showing empathy and respect along the way.
• Show Up Curious: We work to challenge one another to push boundaries and think beyond the box.
• Say It, Do It: We honor every one of our commitments because integrity is important to us.
• Customer Success is Our Success: We cultivate authentic relationships and follow up by actively listening to their needs.
• We Love Insurance: We appreciate the impact insurance has on the world.
  
  

Is this role not an exact fit for you? Keep an eye on our Careers Page for other positions!

Vertafore is a drug free workplace and conducts preemployment drug and background screenings .

The selected candidate must be legally authorized to work in the United States.

The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all the job responsibilities, duties, skill, or working conditions. In addition, this document does not create an employment contract, implied or otherwise, other than an "at will" relationship.

Vertafore strongly supports equal employment opportunity for all applicants regardless of race, color, religion, sex, gender identity, pregnancy, national origin, ancestry, citizenship, age, marital status, physical disability, mental disability, medical condition, sexual orientation, genetic information, or any other characteristic protected by state or federal law.

We do not accept resumes from agencies, headhunters, or other suppliers who have not signed a formal agreement with us.

Vertafore is a Flexible First working environment which allows team members to work from home as often as you’d like, while using our offices as a place for collaboration, community, and teambuilding. There are times you may be asked to come into an office and/or travel for specific meetings for a specific business purpose and this varies by job responsibilities.

Seniority level

• Seniority level

  Not Applicable

Employment type

• Employment type

  Full-time

Job function

• Job function

  Accounting/Auditing and Finance

• Industries

  Software Development

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