Description
Responsibilities :
- Answer incoming calls from our customers requesting assistance
- Respond and resolve service tickets
- Reconcile and disburse payments to Carriers, Brokers and Clients
- Apply Debit to Credits
- Bill transactions
- Manage $Activities to identify validity, complexity and clarity both incoming and outgoing
- Determine assistance needed and follow the path to resolution
- Communicate with customers, carriers, finance companies, and accounting teams
- Follow up to make sure end-result is obtained
- Work with the Accounting units to ensure that requests are completed
- Monitor Salesforce Tasks daily and respond to emails that created these tasks
- Assure that fields are completed correctly and timely in the Salesforce ARC ticketing system
- Attend team meetings
- Develop training materials and / or deliver training for the accounting teams
- Communicate with ARC Leaders keeping us informed about any obstacles that may cause delay or timeliness of delivering service within our SLAs.
- Duties as otherwise assigned
Essential Traits and Experience
- Insurance accounting Agency Bill Carrier Payables and / or Cash Application OR,
- Commercial Lines Account Manager with heavy agency billing experience OR
- Insurance Accounting for a Carrier or Wholesale Broker directly related to working with agency bill payments and credits with retail agents
- Excellent verbal and written communication skills
- Strong customer service skills and enjoy working with people
- Understand that teaching someone how to find the answers is more important than just providing the answer
- Strong critical thinking and problem-solving skills
- Good eye for detail.
- Be able to work independently and provide results.
- Work well with a remote team
- Enjoy and have a talent for leadership
- Applied Epic experience a plus!
Other :
- Position is remote
- Must have an efficient and quiet workspace in your home
- Must live within driving distance of a Hub office
scope,benefits,
Department Accounting & FinanceRequired Experience : 2-5 years of relevant experienceRequired Travel : No Travel RequiredRequired Education : High school or equivalent
HUB International Limited is an equal opportunity and affirmative action employer that does not discriminate on the basis of race / ethnicity, national origin, religion, age, color, sex, sexual orientation, gender identity, disability or veteran's status, or any other characteristic protected by local, state or federal laws, rules or regulations.
The EEO is the Law poster and its supplement is available here at.
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