Finance Customer Service Account Specialist

Full Time
Orlando, FL 32822
Posted
Job description

In this role, you will assist customers with inquiries and issue resolution relating to accounts receivable and policy processing matters. Conduct research to answer inquiries, post sales and payments, and participate in reconciling A/R accounts, working within the limits of standard or accepted practice.

Some of your primary responsibilities may include:

  • Identify trends on frequent issues and questions and educate customers on procedures relating to remitting policies and payments.
  • Process customer billing, adjustments and refunds according to established procedures. Provide customers with rating and billing information.
  • Recognize different rating scenarios and apply appropriate rates as set forth in the title insurance rules and statutes. Calculate and quote premiums and calculate unique and complex scenarios.
  • Participate in processing exceptions, including but not limited to, refund approvals, write-offs, adjustments, and “cash on account” processing.
  • Identify improvement opportunities relating to systems or processes and make recommendations to management.
  • Maintain current knowledge of title insurance rules and rates for all states through various resources and reference materials.
  • Participate in group discussions and make recommendations for changes to procedures within area of responsibility.

Requirements: Associates degree in Accounting or Business preferred

To be successful in this role, you must have:

  • Two years’ experience working with Accounts Receivable and/or accounting systems and handling billing related issues
  • One-year experience in title policy processing preferred with emphasis on title insurance rating rules and regulations.
  • Prior customer service experience
  • One-year Customer Service Phone experience assisting with inquiries and assisting with issue resolutions
  • Understanding of financial transactions and accounting implications
  • Requires proficiency in Windows and Microsoft Office including but not limited to Word and Excel
  • Proficiency in mathematics with analytical skills
  • Problem-solving and conflict resolution
  • Planning and organization skills

Job Type: Full-time

Pay: From $18.00 per hour

Benefits:

  • 401(k)
  • 401(k) matching
  • AD&D insurance
  • Dental insurance
  • Disability insurance
  • Employee assistance program
  • Employee discount
  • Flexible schedule
  • Flexible spending account
  • Health insurance
  • Health savings account
  • Life insurance
  • Paid time off
  • Paid training
  • Parental leave
  • Tuition reimbursement
  • Vision insurance

Physical setting:

  • Office

Schedule:

  • 8 hour shift
  • Day shift
  • Overtime

Ability to commute/relocate:

  • Orlando, FL 32822: Reliably commute or planning to relocate before starting work (Required)

Experience:

  • Accounting: 3 years (Required)
  • Microsoft Excel: 1 year (Preferred)

Work Location: One location

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