Jobs and Careers

Accounts Receivable Specialist

United Statesfull_timeVerifiedPosted 7 Nov 2023

About the role

The Accounts Receivable Specialist is responsible for managing a portfolio of customer accounts, including account maintenance and reconciliation activities. The role includes responsibility for follow-up with agents, business partners and direct insureds on questions involving specific billings and payments to facilitate accurate cashflow. Performance must be maintained as prescribed in Performance Goals outlined by Accounts Receivable team Supervisor or Manager within the Specialty Division of Markel.

Balance customer accounts while communicating effectively with internal and external business partners
Perform reconciliation of unapplied cash to open receivables, offsetting transactions, and initiating disbursements where applicable
Reviews agent, broker, and customer payment discrepancies to determine origin
Initiates appropriate action based on analysis working with Underwriting and agents, brokers, and customers to approve payment terms and resolve disputes
Effectively and efficiently handle customer service inquiries via multiple channels
Understanding and expertise to execute on assigned Performance Goals via following prescribed training guidelines
Achieve prescribed productivity standards
Achieve prescribed accuracy standards
Contribute to team meeting service level standards set forth by department leadership
Maintain a professional working relationship with colleagues at Markel