Introduction to Workwarp and the Insurance Industry
Workwarp, in partnership with Bass Underwriters, Inc., a leading Managing General Agency for commercial property and casualty insurance, is seeking a highly skilled and experienced Accounts Receivable Agent Liaison to join our dynamic team. As a remote opportunity, this role offers the flexibility to work from the comfort of your own home, while being an integral part of our accounts receivable team. Our team plays a vital role in working closely with insurance agents to ensure policy premiums are collected and applied to the correct policy, making this an excellent opportunity for individuals with a passion for customer service and financial management.
The Opportunity
We are excited to offer a competitive salary, starting at $19.25 per hour, and a comprehensive benefits package to the successful candidate. As an Accounts Receivable Agent Liaison, you will be responsible for analyzing an agent's account, contacting agents for past due amounts, requesting notices of cancellation, and posting checks as necessary. If you have excellent customer service skills, the ability to multi-task, and are detail-oriented, we encourage you to apply for this exciting opportunity.
Key Responsibilities
- Contact agents for payment prior to initiating direct notice of cancellation of policy
- Send earned premium letters to agents and finance companies
- Research and resolve checks posted incorrectly, ensuring accurate financial records
- Handle incoming calls, emails, and faxes from agents, providing exceptional customer service and support
- Collaborate closely with the supervisor regarding past due items, ensuring timely resolution and minimizing financial losses
- Handle finance company calls and emails, negotiating payment terms and resolving disputes
- Prepare payments to the Agent/Finance Companies, ensuring accurate and timely processing
- Request Notices of Cancellation for unpaid policies, minimizing financial risks and ensuring compliance with regulatory requirements
- Post agent and finance company checks, wires, and ACHs, maintaining accurate financial records and ensuring timely processing
- Rescind paid policies, ensuring accurate and up-to-date policy information
- Email Statements and Late Notices to agents, providing timely and transparent communication
- Prepare Daily Cash Report, providing accurate and timely financial information to management
- Review Producer Payable Report, identifying areas for improvement and optimizing financial performance
Essential Qualifications
- High School Diploma or General Education Diploma (G.E.D.)
- 1 year of Accounts Receivable or Customer Service experience preferred, with a strong focus on financial management and customer service
- Strong customer orientation, excellent interpersonal and communication skills, with the ability to build strong relationships with agents and finance companies
- Strong problem analysis and resolution skills, with the ability to prioritize and respond to complex issues in a timely and effective manner
- Detail-oriented and able to multi-task, with excellent organizational and time management skills
- Proficient in Microsoft Word, Excel, and Outlook, with knowledge of accounting principles and practices desired
Preferred Qualifications
- 2+ years of experience in Accounts Receivable or Customer Service, with a strong focus on financial management and customer service
- Experience working in the insurance industry, with knowledge of commercial property and casualty insurance
- Strong knowledge of accounting principles and practices, with experience using accounting software and systems
- Certification in Accounts Receivable or Customer Service, such as the Certified Accounts Receivable Specialist (CARS) or the Certified Customer Service Representative (CCSR)
Skills and Competencies
- Excellent customer service skills, with the ability to build strong relationships with agents and finance companies
- Strong communication and interpersonal skills, with the ability to communicate effectively with agents, finance companies, and internal stakeholders
- Strong problem analysis and resolution skills, with the ability to prioritize and respond to complex issues in a timely and effective manner
- Detail-oriented and able to multi-task, with excellent organizational and time management skills
- Strong knowledge of accounting principles and practices, with experience using accounting software and systems
- Ability to work in a fast-paced environment, with a strong focus on accuracy and attention to detail
Career Growth Opportunities and Learning Benefits
At Workwarp and Bass Underwriters, Inc., we are committed to the growth and development of our employees. As an Accounts Receivable Agent Liaison, you will have the opportunity to develop your skills and knowledge in accounts receivable, customer service, and financial management. You will also have access to training and development programs, designed to help you achieve your career goals and advance in your career.
Work Environment and Company Culture
Our company culture is built on a foundation of integrity, respect, and teamwork. We value our employees and recognize the importance of a positive and supportive work environment. As a remote employee, you will be part of a dynamic and distributed team, with opportunities to collaborate and communicate with colleagues and management. We offer a flexible and autonomous work environment, with the opportunity to work from the comfort of your own home.
Compensation, Perks, and Benefits
We offer a competitive salary, starting at $19.25 per hour, and a comprehensive benefits package, including:
- Paid Time Off
- 10 Paid Holidays
- 401(k) with company match
- Medical, Dental, & Vision insurance
- Supplemental benefits, including company-paid long-term disability and life insurance
Conclusion
If you are a motivated and experienced Accounts Receivable Agent Liaison, with a passion for customer service and financial management, we encourage you to apply for this exciting opportunity. As a remote employee, you will have the flexibility to work from the comfort of your own home, while being an integral part of our dynamic team. Don't miss out on this opportunity to join a leading Managing General Agency for commercial property and casualty insurance and take your career to the next level. Apply now and let's discuss how you can become a vital part of our success story.
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