What are the responsibilities and job description for the Lead AR Representative position at PMA Companies?
The Accounts Receivable Lead will be responsible for managing all aspects of billing and collections on an assigned broker book of business, as well as providing leadership, transactional support, and professional development to a small team of Accounts Receivable Representatives.
Responsibilities:
- Lead a small team of Accounts Receivable Representatives, ensuring adherence to departmental guidelines, as well as providing transactional support and professional development.
- Meet all departmental collection and processing standards, including accurate and timely application of payments and reporting of past due balances.
- Provide clear, detailed communication to internal and external stakeholders to ensure timely resolution of all billing requests and discrepancies.
- Maintain accurate records and supporting documentation in shared drives as required.
- Prepare monthly collection action reports for management.
- Prepare disbursement requests for policyholder returns and broker commissions.
- Demonstrate commitment to PMA’s Code of Business Conduct and Ethics, and apply knowledge of compliance policies and procedures, standards, and laws applicable to job responsibilities in the performance of work.
Qualifications:
- Bachelor's degree or equivalent experience-at least 2 years of Accounts Receivable experience
- Hybrid to the Blue Bell location
- Collections experience
- Previous insurance industry experience a plus
- Knowledge of Microsoft Excel and Word
- Strong verbal and written communication skills
- Strong analytical and critical thinking skills
- Ability to prioritize multiple tasks