Note: The job is a remote job and is open to candidates in USA. Zywave is a company that empowers insurers and brokers to drive profitable growth. They are seeking an Accounts Receivable Support Specialist responsible for customer service and collection efforts to resolve overdue invoices and collaborate with the Finance team to ensure a customer-first experience.
Responsibilities
- Receive telephone calls on the Billing phone line, assisting customers and responding to customer requests for copies of invoices, W9s, and other documents
- Review incoming customer requests received via e-mail or voicemail into the central Billing Case queue and assign them to the proper account and customer contact within the Salesforce Billing system
- Process payments via telephone and electronically via third-party billing services
- Serve as primary point of contact and manage a portfolio of Core customer accounts and collect payment. Answer questions regarding invoices, due dates, payment dates and amounts. Refer accounts for Final Notice with appropriate
- Connect customers with other teams to drive problem resolution, including, but not limited to, Customer Success, Product Support, Implementation, and Sales
- Follow up on automated collections reminders and identify accounts for referral to Final Notice when payment is not received
- Process customers’ requests to not renew service at the end of their contract
- Initiate payment plans when appropriate
- Miscellaneous duties as assigned
Skills
- 2 years of professional experience with customer service and/or collections
- A positive attitude and strong organizational skills
- Strong written and verbal communication skills
- Ability to work independently with minimal supervision and lead assigned projects
- Must be able to work US day shift hours
- Associate or Bachelor degree in accounting or business
- Experience with Salesforce
- Proficiency with Microsoft Excel
Company Overview