Credit Accounts Receivable Specialist - Seafax

Alliant Insurance Services; Irvine (CA); Remote; USD 28,000 - 55,000; Part time

Benefits offered by this job

Work From Home

Flexible hours

Job summary

Alliant Insurance Services is seeking a part-time, remote Credit & Collections Specialist to serve as the main point of contact for our Services customers, handling credit management and accounts receivable duties. This role supports timely collections and risk mitigation while delivering superior client service.

The position requires a Bachelor’s in Business and 3+ years of relevant experience, with strong communication and Microsoft Office skills; work-from-home flexibility and a

Qualifications

• Bachelor's Degree in Business and 3+ years of related experience.
• Strong written and oral communication skills.
• Proficient with Microsoft Office and cross-functional collaboration.
• Ability to adapt to a rapidly changing environment and prioritize tasks.

Responsibilities

• Deliver world class service related to credit and AR management.
• Manage customer's AR ledger and monitor credit terms.
• Gather and analyze data to assess credit risk and set limits.
• Implement and maintain client credit policies and procedures.
• Communicate credit decisions and collection strategies to clients.
• Develop client contacts and influence credit risk decisions.
• Create and present external credit and collection reports.
• Manage credit insurance and other risk tools.
• Monitor orders on credit terms and approve qualifying orders.
• Collaborate with Sales, Collections and Credit Reporting teams.

Skills

Ownership

Communication

Prioritization

Adaptability

Microsoft Office

Cross-functional teamwork

Leadership & time management

Education

Bachelor's Degree in Business

3+ years related experience

Tools

Microsoft Office

Job description

Alliant Insurance Services is one of the nation's largest and fastest-growing insurance brokerage and consulting firms. We operate through a network of specialized national platforms and local offices to offer our clients a comprehensive portfolio of solutions built on innovative thinking and personal service. Alliant is changing the way our clients approach risk management and benefits, so they can capitalize on new opportunities to grow and protect their organizations.

More information is available on the company's website at: www.alliant.com.

SUMMARY

This role is the main point of contact for our Services customers and includes responsibility for both the credit and collections functions.

POSITION HIGHLIGHTS

• Work From Home opportunity with flexible hours
• Position is Part Time

ESSENTIAL DUTIES AND RESPONSIBILITIES

• Consistently deliver world class service to our customers related to credit and accounts receivable management.
• Responsibility for management of customer's accounts receivable ledger.
• Gather and analyze business data from required sources to assess credit risk and set credit limits.
• Implement and maintain client credit policies and procedures.
• Conduct and document outbound communication to past due buyers.
• Communicate credit decisions and collection strategies to client.
• Develop client contacts and influence credit risk decisions and procedures.
• Create and present external periodic credit and collection reports.
• Manage credit insurance policies and other risk mitigation tools.
• Monitor client sales orders and approve qualifying orders on credit terms.
• Collaborate with Seafax's Sales, Collections and Credit Reporting teams to deliver comprehensive service to our clients.
• Comply with agency management system data standards and data integrity (enters and maintains complete and accurate information).
• Performs other duties as assigned.
• Performs all duties in accordance with all company policies and procedures, and all federal, state and local laws, wherein the Company operates.

QUALIFICATIONS

EDUCATION / EXPERIENCE

• Bachelor's Degree in Business
• Three (3) or more years of related experience

SKILLS

• A sense of ownership in resolving issues through critical thinking.
• Excellent written and oral communication skills.
• Ability to prioritize and plan activities efficiently.
• Ability to adapt to a rapidly changing environment.
• Proficient with Microsoft Office.
• Proficient at working in cross-functional teams both internally and with our clients.
• Good leadership, problem solving and time management skills

#LI-REMOTE #LI-RF1

We are proud to provide comprehensive, high quality employee programs to meet employees' needs now and in the future, including a very competitive financial package. We encourage you to explore what we have to offer.

Alliant Insurance Services, Inc. is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment based on their qualifications and ability without regard to race, color, religion, sex (including pregnancy, childbirth, breastfeeding, sexual orientation, and gender identity), national origin, ancestry, physical or mental disability, medical condition, marital status, age, genetic information, or status as a protected veteran, in accordance with applicable federal, state, and local laws, including California law.

Applicants are protected under Federal law from discrimination. If you need an accommodation to complete the application process or would like to review these materials in an alternative format, please reach out to [e-mail]

For more information on Alliant Insurance Service's benefits, please visit www.alliant.com/about/careers/benefits