Accounts Receivable Support and Collections Specialist

Vertafore is a leading technology company advancing the insurance industry with innovative software solutions. The AR Support and Collections Specialist is responsible for managing customer billing and collection queries, reducing outstanding balances, and providing exceptional customer service.

Responsibilities

• 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
• Research customer contract terms and process customer reduction and decommission cases

Skills

• 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
• 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

Company Overview