Jobs · Accounting · Texas

Sr Accounts Receivable Specialist

AccountingFull-time

Responsibilities

  • Support key receivables processes for the commercial portfolio
  • Provide friendly and positive customer interactions, solve payment challenges for policyholders and agents
  • Contribute to a collaborative regional AR shared services team
  • Deliver friendly, responsive and “resolve it the first time” customer service by phone and email
  • Apply payments accurately and in a timely manner
  • Analyze account activity and identify trends or issues, escalating insights to management as appropriate
  • Perform account reconciliations and work to resolve discrepancies
  • Take ownership of customers’ needs and coordinate with internal and external partners regarding policy issuance, premium audits, reinstatements and cancellations
  • Escalate complex issues and contribute ideas to improve accuracy, workflows, and customer experience
  • Support changes in procedures, systems and organizational structure

Qualifications

  • 3–5+ years of commercial accounts receivable experience, including direct customer interaction
  • Experience with cash application, billing, and reconciliations
  • Excellent written and verbal communication skills
  • Excellent customer service skills
  • Working knowledge of ERP or AR systems
  • Intermediate Excel skills (pivot tables, lookups)
  • Detail-oriented and strong problem-solving ability without losing sight of the big picture
  • Ability to work in multiple systems simultaneously
  • Ability to adapt to and support ongoing process and system changes

Preferred Qualifications

  • Exposure to SOX controls
  • Experience in the insurance industry
  • Experience with policy administration and insurance billing systems like Guidewire

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