Premium Receivables Representative II

Society Insurance Company Fond du Lac, Wisconsin, United States

About this position

Job Information

Job Title

Premium Receivables Representative II

Home Department:

Premium Receivables

Employment Status:

Non-Exempt; Full-time

Schedule:

40 hours/week with Flexible Scheduling Opportunities

Position Location:

Telecommuting and/or Corporate Office

Overview

Protecting our policyholders’ dreams, passions, and livelihoods has a direct impact on the communities we serve. We work towards excellence, conduct ourselves with high integrity, and take our work seriously, but not ourselves. Small Details. Big Difference. Find out how you can make a difference with a career at Society.

Society Insurance is seeking an experienced Premium Receivables Representative II to join our team! This position performs various premium receivables and collection functions with minimal manager assistance.

About the Role

Premium Receivables Tasks

  • Serves customers by providing information for premium receivables inquiries in written and oral formats.
  • Processes payments from policyholders and agents.
  • Balances daily cash from various sources.
  • Completes “New Business” procedure by preparing cash for deposits, setting up ACH withdrawals, and maintaining or creating new agent files.
  • Completes premium receivables process by preparing bills and notices for mailing and analyzing payment discrepancies and account problems.
  • Analyzes financial data and resolves discrepancies.

Credit and Collections Tasks

  • Contacts and communicates regularly with customers regarding past due balances.
  • Sends necessary correspondence regarding late payments/past due balances.
  • Tracks past due balances.
  • Works with collection agencies on past-due accounts.
  • Minimizes bad debt write-offs and maximizes cash receipts.

About You

  • You’re analytical and like getting to the root of a problem.
  • You communicate well with others, especially over the phone.
  • You remain calm under pressure.
  • You can manage multiple responsibilities by being organized.
  • You place an emphasis on creating customer loyalty.

What it Will Take

  • High school diploma or equivalent with at least 2 years of related finance, accounting, or insurance experience involving premium receivables and collection services.
  • Numeric data entry skills.
  • Alphanumeric data entry skills.
  • Strong math skills.
  • Knowledge in Microsoft Office Products (i.e. Word, Excel, Outlook).
  • Excellent customer service skills.
  • Ability to operate in a team environment.

What Society Can Offer

  • Comprehensive Benefits Package: Salary with bonus plan; health, dental, life, and vision insurance
  • Retirement: Traditional or Roth 401(k) Defined Contribution Plan PLUS Profit-Sharing Plan
  • Work-Life Balance: Company-paid holidays; flexible scheduling; PTO; telecommuting options
  • Education: Career Coaching; company-paid courses; student loan and tuition reimbursement
  • Community: Charitable Match; paid volunteer time; team sponsorships
  • Wellness: Employee Assistance Program; wellness initiatives/rewards; health coaching; and more

Society Insurance prohibits discrimination and harassment of any type against applicants and employees on the basis of race, color, religion, sex, national origin, age, handicap, disability, genetics, veteran status or military service, marital status or sexual orientation, gender identity or expression, or any other characteristic or status protected by federal, state or local laws. Society Insurance also provides reasonable accommodations to qualified individuals with disabilities in accordance with the requirements of the Americans with Disabilities Act and applicable state and local laws. Society Insurance is a drug-free workplace.