Collections Specialist
Core
Manage accounts receivable, collect cash from agents and brokers, and handle policy cancellations and reinstatements.
Role type
Collections Specialist
Builds
Cash collections and policy continuity for insurance accounts
Domain
Insurance / Accounts Receivable
Required skills
MS Office Suite, telephone communication, confidentiality, team direction
Preferred skills
Business or financial degree, prior team supervision
Technologies
MS Office Suite
Responsibilities
Collect cash on accounts from agents and underwriters/brokers; Update 59 day collections sheet; Support cancellation team in managing binding authority cancellations and reinstatements; Monitor agents with ongoing collection challenges; Research invoicing issues and correct errors with underwriting assistants.
Seniority
Mid-level (2-4 years experience)