Sr Accounts Receivable Specialist

Company Details

Berkley Mid-Atlantic Group (BMAG) is a property and casualty insurance provider serving the Mid-Atlantic. We are a member of W. R. Berkley Corporation, one of the largest commercial lines property casualty insurance holding companies in the United States. With the resources of a large Fortune 500® corporation and the ability to operate with the closeness and flexibility of a small company, we exclusively work with select independent agents to insure the future of business.

Our culture is one that empowers employees to question the status quo and seek innovative ways to continue to exceed the expectations of our customers. We practice collaboration, creativity, and teamwork on a daily basis, with a commitment to innovation and high performance.

We are building a regional Accounts Receivable shared services team and are seeking a Senior Accounts Receivable Specialist to support key receivables processes for our commercial portfolio. This role is critical to the organization as you provide friendly and positive customer interactions while also solving payment challenges for our commercial policyholders and agents. You will join a close-knit and growing team of colleagues who are excited to share their knowledge and where it’s safe to be curious, ask questions, and challenge the status quo.

Company URL:  https://www.wrbmag.com/

This position will be based in our Irving, Texas office where we offer a hybrid work schedule with 4 days in the office; and 1 day remote where it makes sense to do so. 

The company is an equal opportunity employer.

Responsibilities

The Senior Accounts Receivable Specialist supports key receivables processes for the commercial portfolio, providing positive customer interactions, solving payment challenges for policyholders and agents, and contributing to a collaborative regional AR shared services team.

• Deliver friendly, responsive and “resolve it the first time” customer service by phone and email• Apply payments accurately and in a timely manner• Analyze account activity and identify trends or issues, escalating insights to management as appropriate• Perform account reconciliations and work to resolve discrepancies• Take ownership of customers’ needs and coordinate with internal and external partners regarding things like policy issuance, premium audits, reinstatements and cancellations• Escalate complex issues and contribute ideas to improve accuracy, workflows, and customer experience• Support changes in procedures, systems and organizational structure

Qualifications

• 3–5+ years of commercial accounts receivable experience, including direct customer interaction• Experience with cash application, billing, and reconciliations• Excellent written and verbal communication skills• Excellent customer service skills• Working knowledge of ERP or AR systems• Intermediate Excel skills (pivot tables, lookups)• Detail-oriented and strong problem-solving ability without losing sight of the big picture• Ability to work in multiple systems simultaneously• Ability to adapt to and support ongoing process and system changes

Preferred Qualifications:

• Exposure to SOX controls• Experience in the insurance industry• Experience with policy administration and insurance billing systems like Guidewire

Additional Company Details

Sponsorship Details

Responsibilities

The Senior Accounts Receivable Specialist supports key receivables processes for the commercial portfolio, providing positive customer interactions, solving payment challenges for policyholders and agents, and contributing to a collaborative regional AR shared services team.
 
• Deliver friendly, responsive and “resolve it the first time” customer service by phone and email
• Apply payments accurately and in a timely manner
• Analyze account activity and identify trends or issues, escalating insights to management as appropriate
• Perform account reconciliations and work to resolve discrepancies
• Take ownership of customers’ needs and coordinate with internal and external partners regarding things like policy issuance, premium audits, reinstatements and cancellations
• Escalate complex issues and contribute ideas to improve accuracy, workflows, and customer experience
• Support changes in procedures, systems and organizational structure