Collections Lead-Insurance

THIS ROLE WILL BE ONSITE 3 DAYS PER WEEK IN CHARLOTTE FOR THE REMAINDER OF 2025 AND THEN 4 DAYS PER WEEK ONSITE STARTING IN 2026. NO H1S, 3RD PARTIES OR RELOCATION. We are seeking a Collection Leader for our Charlotte, NC office. The Leader will oversee a team of Collections Analysts and ensure that all aspects of the collections process are handled efficiently and effectively. This role is critical in driving collections performance, maintaining relationships with brokers, and ensuring compliance with company policies and procedures. Responsibilities :

• Leadership and Team Management : o Supervise, mentor, and develop a team of Collections Analysts. o Set performance goals for the team and monitor progress through regular one-on-one meetings and team discussions. o Provide training and guidance on best practices, systems, and tools. o Handle escalations and complex issues within the collections portfolio.
• Portfolio Oversight : o Oversee the timely collection of premium receivables and resolution of outstanding balances. o Develop and enforce strategies to minimize past due balances and improve collection efficiency. o Ensure team compliance with established policies, procedures, and quality standards.
• Stakeholder Relationship Management : o Maintain strong relationships with Brokers and Underwriting teams to facilitate smooth operations. o Act as the main point of contact for senior-level discussions with Brokers and other external partners. o Collaborate with internal departments, such as Claims, IT, Accounting, and Operations, to address and resolve issues.
• Reporting and Analysis : o Review and analyze team performance metrics and collection trends, providing actionable insights to senior management. o Support the development and distribution of concise and accurate reporting for internal and external stakeholders. o Monitor accounts receivable aging reports and identify areas requiring attention.
• Process Improvement : o Identify opportunities for improving collections processes and workflows, and lead the implementation of enhancements. o Ensure proper use of tools like SAP / CD and Microsoft Excel for data management and reporting.
• Compliance and Audit Support : o Ensure compliance with regulatory and audit requirements. o Provide information for internal and external audits, premium confirmation letters, and other requested balances. Desired Skills & Experience :
• 3+ years of experience in Accounts Receivable, with at least 1 year in a supervisory or team lead role.
• Strong background in commercial collections.
• Bachelor’s degree in Accounting, Finance, or a related field.
• Proficiency with Microsoft Office Suite, with expert-level Excel skills (Pivot Tables, V-Lookups, etc.).
• Experience with SAP / CD or similar systems is preferred.
• Knowledge of insurance principles is strongly preferred.
• Exceptional verbal and written communication skills.
• Demonstrated ability to lead and motivate a team in a fast-paced, high-volume environment.
• Strong problem-solving and analytical abilities, with high attention to detail.
• Ability to manage competing priorities and drive results under tight deadlines.