Client Services Representative

Prescient National®; Charlotte (NC); Hybrid; USD 40,000 - 55,000; Full time

Benefits offered by this job

Remote/Hybrid work

Competitive salary

Vacation & holidays

Health benefits

401(k) match

Gym reimbursement

Tuition assistance

Job summary

Prescient National is seeking a detail-oriented Client Services Representative to manage customer accounts, support billing and collections, and maintain accurate financial records. This hybrid role requires 3-4 days from home and 1-2 days at our Uptown Charlotte headquarters for AP tasks.

The ideal candidate has 2–5 years in accounting/accounts receivable, strong communication skills, and proficiency in Microsoft Office. Local to Charlotte preferred.

Qualifications

• 2–5 years of experience in accounting, accounts receivable, or collections.
• Strong customer service and relationship management skills.
• Excellent verbal and written communication.
• Ability to manage multiple priorities in a deadline-driven environment.
• Proficiency with Microsoft Office applications including Outlook and Excel.

Responsibilities

• Manage inbound and outbound inquiries related to customer accounts, billing, and collections.
• Conduct professional collection activities to follow up on outstanding balances.
• Process customer payments accurately and timely.
• Monitor aged receivables and follow up on resolution.
• Prepare and manage internal and external correspondence.

Skills

Customer service

Relationship management

Communication

Attention to detail

Microsoft Excel

Microsoft Outlook

Multitasking

Billing analysis

Independent work

Team collaboration

Tools

Microsoft Excel

Microsoft Outlook

Job description

Prescient National is an AM Best A (Excellent) rated Workers' Compensation insurance company offering national coverage. We provide innovative insurance products and effective loss reduction strategies, tailored to meet both current and future challenges. Our solutions include Guaranteed Cost Policies, Deductible Policies, Retrospective Rating Policies, Excess/Self Insurance, and Captive Options, all designed to align with each employer's unique risk profile and appetite. By leveraging deep analytics and fostering strong relationships with stakeholders, we deliver unparalleled service and creative solutions that distinguish us in the industry.

ABOUT THE ROLE:

We are seeking a detail-oriented and customer-focused Client Services Representative to join our team. This role is responsible for managing customer accounts, supporting timely collection of outstanding balances, processing payments and bills, and maintaining accurate financial records.

The ideal candidate is comfortable working with customers and internal partners, analyzing account information, resolving billing discrepancies, and managing multiple priorities in a deadline-driven environment. Strong communication, organization, follow-up, and problem-solving skills are essential for success in this role. This is a HYBRID role, where you will work from home 3-4 days a week and come to our Headquarter location in Uptown Charlotte 1-2 times a week for Accounts Payable tasks.

HOW YOU WILL MAKE AN IMPACT:

• Manage inbound and outbound inquiries related to customer accounts, billing, and collections.
• Conduct professional and courteous collection activities to follow up on outstanding balances and aged receivables.
• Facilitate welcome calls and establish positive relationships with customers.
• Process customer payments accurately and timely.
• Monitor and manage aged receivables, identifying accounts requiring additional follow-up or resolution.
• Process bills and ensure transactions are accurately recorded.
• Perform accounts receivable analysis to identify trends, discrepancies, outstanding balances, and opportunities for resolution.
• Analyze customer account information and research and resolve billing discrepancies.
• Prepare and manage internal and external business correspondence, including email communication with customers, vendors, and internal stakeholders.
• Maintain accurate and organized account records and documentation.
• Follow up consistently on outstanding issues, payments, and account inquiries.
• Handle confidential financial and customer information with discretion and in accordance with company policies.
• Support other accounting and accounts receivable functions as needed.

WHO YOU ARE:

• Local to Charlotte NC and able to come to the office 1-2 times a week, depending on work volume.
• 2-5 years of experience in accounting, accounts receivable, collections, or a related field.
• Strong customer service and relationship management skills.
• Excellent verbal and written communication skills.
• Ability to manage multiple priorities in a deadline-driven environment.
• Strong attention to detail and organizational skills.
• Proficiency with Microsoft Office applications, including Outlook and Excel.
• Ability to analyze account information and effectively resolve billing discrepancies.
• Experience handling confidential financial information.
• Strong problem-solving, follow-up, and account management skills.
• Ability to work independently while also collaborating effectively with internal and external stakeholders.

BENEFITS:

• Remote Workplace: Enjoy the ability to work from home or hybrid if you live close to our Charlotte, NC office!
• Competitive Salary & Growth: Join a team that thrives on leadership, initiative, creativity, and passion, with a salary that matches your drive.
• Time off & Holidays: 3+ weeks of vacation and 13 paid holidays to recharge and relax
• Health & Wellness: We reimburse up to $25 a month for gym memberships
• 401(k) Savings: We match up to 6% of your contribution
• Excellent Health Benefits: Vision + Dental are 100% covered by Prescient and we contribute 80% of medical coverage premiums
• FSA Healthcare and Dependent Care: Flexible Spending Accounts to support your healthcare needs.
• Employee referral bonuses, Tuition assistance & MORE!

We are an equal-opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.