Responsibilities

• Reconcile and resolve accounts receivable discrepancies with agents / brokers
• Answer incoming calls with professionalism and provide knowledgeable answers to branch personnel, insurance agents / carriers, and HQ accounting departments
• Call agents to discuss open receivables on account and send follow-up emails
• Participate in one-on-one biweekly discussions to address harder to resolve issues and communicate open balances
• Communicate all aged receivable with managing directors and branch counter parts
• Act as a central point of contact for accounts receivable for multiple offices(Midwest region)
• Analyze reports for patterns and trends that indicate problems; identify root causes and relay concerns list to managing directors
• Work with Field Production and Notice team to ensure notices are sent in a timely manner

Qualifications

• Associate’s degree in Accounting, related field, and / or equivalent combination of education and work experience
• 2 years of experience in collections (preferred)
• Proven ability to meet deadlines in a fast-pace, high volume environment
• Proficiency with Microsoft Office products, particularly Excel
• Experience in a large organization with abilities to communicate and collaborate well with branch and headquarters management
• Excellent written and oral communications skills

Compensation Package :

• Competitive base compensation
• Flexible & hybrid work options
• Health benefits & 401K with employer match
• Employer paid continuing education courses and designations

About Our Company

The H.W. Kaufman Group is a global, forward-thinking specialty insurance organization that includes 15 companies with more than 2,000 professionals at 60 offices across the U.

S., Canada and UK. With an ever-broadening group of companies in our portfolio, there is simply not a more unique professional experience in the specialty insurance business than joining one of the H.

W. Kaufman Group organizations.

Equal Opportunity Employer

The H.W. Kaufman Group of companies is an equal opportunity employer. All employment decisions are based on business needs, job requirements and individual qualifications, without regard to race, color, religion, gender, gender identity, age, national origin, disability, veteran status, marital status, sexual orientation, genetic information or any other status or condition protected by the laws or regulations in the locations where we operate.

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Last updated : 2024-05-02