$21.64 / hourly
Vertafore is a leading technology company whose innovative software solution are advancing the insurance industry. Our suite of products provides solutions to our customers that help them better manage their business, boost their productivity and efficiencies, and lower costs while strengthening relationships.
Our mission is to move InsurTech forward by putting people at the heart of the industry. We are leading the way with product innovation, technology partnerships, and focusing on customer success.
Our fast-paced and collaborative environment inspires us to create, think, and challenge each other in ways that make our solutions and our teams better.
We are headquartered in Denver, Colorado, with offices across the U.S., Canada, and India.
The AR Support and Collections Specialist is responsible for providing triage services on all inbound Customer billing and collection queries, as well as generating and assigning Customer follow-up tasks and escalations. Additionally, the successful person in this role will reduce outstanding balances on accounts while providing customer service to resolve customer disputes and inquiries. Most of the role will be spent interacting with customers via phone calls and email. This role can also pivot into processing customer requests to cancel or reduce users for their products and will work closely with the legal team to research contract terms and manage caseload in Salesforce.
Core Requirements and Responsibilities:
Essential job functions included but are not limited to the following:
· Answer billing related questions via inbound phone calls and email queues
· Provide clear and concise documentation regarding customer problems and resolution
· Troubleshoot and review customer issues and drive to resolution where possible.
· Review payment options and invoices with internal and external customers
· Collect on past due accounts via outbound calls and emails
· Resolve customer disputes and inquiries
· Provide clear and concise documentation regarding customer problems and resolution
· Troubleshoot and review customer issues and drive to resolution where possible
· Review payment options and invoices with internal and external customers
· Provide a best effort to answer or resolve a customer query or issue on the first contact
· Provide clear and concise documentation on customer reported issues, and subsequent resolution
· Responsible for escalation of unresolved issues to AR Billing Services as required via Salesforce case
· Responsible for providing payment options to customers when needed
· Provide invoices/invoicing information to both external and internal customers
· Create, own, and resolve AR cases in Salesforce, escalating when needed
· Enable customers to sign up for our MyVertafore payment portal
· Complete other duties as assigned by manager
· Research customer contract terms and process customer reduction and decommission cases
Knowledge, Skills and Abilities:
· Strong analytical and critical thinking skills
· Detail-oriented and work with a high degree of accuracy and efficiency.
· Excellent verbal, telephone and written communication skills necessary
· Intermediate level MS Excel skills
· Excellent typing skills with the ability to @type 50+ words per minute with high accuracy
Qualifications:
· College degree preferred.
· 1-2 years account billing, collections, and account resolution experience preferred
· 2 Years user experience with multiple Enterprise Resource Planning (ERP) systems preferred
Additional Requirements and Details:
· Travel is not expected in this role.
· Located and working from an office location when required.
· Occasional lifting and/or moving up to 10 pounds.
· Frequent repetitive hand and arm movements required to operate a computer.
· Specific vision abilities required by this job include close vision (working on a computer, etc.).
· Frequent sitting and/or standing.
THE VERTAFORE STORY
Over the past 50 years, Vertafore has advanced the entire insurance distribution channel with the best software solutions in the industry. Today, we're proud to say hundreds of thousands of Vertafore users rely on our solutions to write business faster, reduce costs, and fuel growth by increasing collaboration and streamlining processes. Vertafore leads the industry with secure, cloud-based mobile products that provide superior reporting and analytics, delivering actionable insight- right when customers need it most. We partner with other leading technology companies to deliver comprehensive solutions to improve the way our customers do business and serve their customers.
The Vertafore Way
Insurance is about relationships, and technology should make those relationships stronger. That's why, at Vertafore, it's our mission to transform the way the industry operates by putting people at the heart of insurance technology. By focusing on our customers, becoming better every day, and delivering results you can see, we provide the level of trust and security that insurance is all about.
· Bias to Action: We're united by an innate drive to take action and make a difference in the technology and insurance spaces.
· Win Together: We work together as one team, showing empathy and respect along the way.
· Show Up Curious: We work to challenge one another to push boundaries and think beyond the box.
· Say It, Do It: We honor every one of our commitments because integrity is important to us.
· Customer Success is Our Success: We cultivate authentic relationships and follow up by actively listening to their needs.
· We Love Insurance: We appreciate the impact insurance has on the world.
Is this role not an exact fit for you? Keep an eye on our Careers Page for other positions!
Vertafore is a drug free workplace and conducts preemployment drug and background screenings.
The selected candidate must be legally authorized to work in the United States.
The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all the job responsibilities, duties, skill, or working conditions. In addition, this document does not create an employment contract, implied or otherwise, other than an "at will" relationship.
Vertafore strongly supports equal employment opportunity for all applicants regardless of race, color, religion, sex, gender identity, pregnancy, national origin, ancestry, citizenship, age, marital status, physical disability, mental disability, medical condition, sexual orientation, genetic information, or any other characteristic protected by state or federal law.
We do not accept resumes from agencies, headhunters, or other suppliers who have not signed a formal agreement with us.
