AR Support and Collections Specialist

$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.

 

 

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. •

Last updated on Aug 21, 2024