Fleet Account Services Specialist

Apex Systems; Charlotte (NC); On-site; USD 45,000 - 65,000; Full time

Benefits offered by this job

Medical, dental, vision, life and more

Employee stock purchase program

401K with company match

HSA

Employee Assistance Program

Job summary

Everforth Apex Systems seeks an Account Services Specialist in Charlotte, NC, on-site to service fleet customers and dealers. You will be the single point of contact for inquiries and requests, ensuring timely follow-up to minimize financial risk and uphold compliance.

Responsibilities include preparing modification documents, auditing responses, handling inquiries via mail/email/cases/phone, updating billing, and collaborating with internal teams to maintain tax and compliance standards.

Qualifications

• Education: high school diploma required; BA/BS preferred.
• Experience: 3–5 years total; at least 1 year in collections, 1 year in compliance, 2 years in customer service, 1 year in remarketing.
• Technical: proficiency with Microsoft Word for documents and portfolio maintenance.

Responsibilities

• Prepare documents for account modifications: lease renewals, rewrites, extensions, and restructures.
• Audit returned documents for completeness and update in the portfolio system.
• Respond to inquiries via mail, email, cases and phone; process payoffs, insurance loss, and endorsements.
• Maintain consolidated billing numbers and provide contract copies.
• Collaborate with partners to ensure policy compliance and assist tax with account taxation and exemptions.
• Review unapplied payments daily and research posting instructions.
• Coordinate account dispositions and title releases with asset recovery.
• Manage maturing leases and contact customers about lease-end options.

Skills

Customer service

Collections

Compliance

Remarketing

Education

High School Diploma

Bachelor's degree

Tools

Microsoft Word

Job description

Account Services Specialist

Job#: 3057734

Job Description

Location: Charlotte, North Carolina (On-site)

Role Overview

This position delivers service to fleet customers and dealers while building strong customer relationships. The selected candidate will provide a single point of contact for inquiries and requests from customers, dealers, sales teams, and other internal partners as they relate to servicing the fleet portfolio. This role requires timely follow-up on delegated items to minimize financial risk through procedural compliance and processing excellence.

Key Responsibilities

• Prepare documents for account modifications including lease renewals, lease rewrites, balloon rewrites, mid-term rewrites, extensions, due date changes, and restructures.
• Audit returned executed documents for completeness and execute the modifications in the portfolio system.
• Respond to inquiries received via mail, email, cases, and phone, providing account information and performing updates such as payoffs, insurance loss, and repair check endorsements.
• Maintain consolidated billing numbers, update billing addresses, and provide contract copies.
• Collaborate with internal partners to minimize risk of non-compliance with partner policies and assist the tax department with appropriate account taxation and tax exemption documents.
• Review unapplied incoming payments daily and research posting instructions.
• Coordinate account dispositions and title releases with the asset recovery department.
• Manage maturing leases, initiate customer contact to consult on lease-end options, and process accounts before they reach 30 days past maturity.

Required Qualifications

Education: High School Diploma is required, and a Bachelor of Arts or Bachelor of Science degree is preferred.

Experience: Candidates must possess three to five years of overall work experience, including at least one year in collections, one year in compliance, two years in customer service, and one year in remarketing.

Technical Skills: Proficiency with Microsoft Word is required for document preparation and portfolio maintenance.

About Everforth Apex

Everforth Apex is a world-class IT services company that serves thousands of clients across the globe. When you join Everforth Apex, you become part of a team that values innovation, collaboration, and continuous learning. We offer quality career resources, training, certifications, development opportunities, and a comprehensive benefits package. Our commitment to excellence is reflected in many awards, including ClearlyRateds Best of Staffing® in Talent Satisfaction in the United States and Great Place to Work® in the United Kingdom and Mexico.

Benefits Overview

• Medical, dental, vision, life, disability, and other insurance plans that offer an optional layer of financial protection.
• ESPP (employee stock purchase program)
• 401K program which allows you to contribute typically within 30 days of starting, with a company match after 12 months of tenure.
• HSA (Health Savings Account on the HDHP plan)
• SupportLinc Employee Assistance Program (EAP) with up to 8 free counseling sessions
• Corporate discount savings program and other discounts.
• In terms of professional development, Everforth Apex hosts an on-demand training program, provides access to certification prep and a library of technical and leadership courses/books/seminars once you have 6+ months of tenure, and certification discounts and other perks to associations that include CompTIA and IIBA.
• Has a dedicated customer service team for our Consultants that can address questions around benefits and other resources, as well as a certified Career Coach.
• Access a full list of our benefits, programs, support teams and resources within our ‘Welcome Packet’ as well, which an Everforth Apex team member can provide.

Equal Opportunity Employer

Everforth Apex Systems is an equal opportunity employer. We do not discriminate or allow discrimination on the basis of race, color, religion, creed, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), age, sexual orientation, gender identity, national origin, ancestry, citizenship, genetic information, registered domestic partner status, marital status, disability, status as a crime victim, protected veteran status, political affiliation, union membership, or any other characteristic protected by law. Everforth Apex will consider qualified applicants with criminal histories in a manner consistent with the requirements of applicable law.

Accommodations

If you require an accommodation under the Americans with Disabilities Act to participate in an interview with a virtual recruiter or to use our website for a search or application, please contact our Benefits Department at [e-mail] or 804-523-8228. Please note that this contact information is strictly to be used for medical ADA accommodations and that no other inquiries will be answered.

UnitedHealthcare creates and publishes the Transparency in Coverage Machine-Readable Files on behalf of Everforth Apex Systems.