Credit A / R Specialist I

Alliant Insurance Services is one of the nation's largest and fastest-growing insurance brokerage and consulting firms. We operate through a network of specialized national platforms and local offices to offer our clients a comprehensive portfolio of solutions built on innovative thinking and personal service. Alliant is changing the way our clients approach risk management and benefits, so they can capitalize on new opportunities to grow and protect their organizations.

More information is available on the company's website at : >

SUMMARY

Responsible for supporting the Portfolio Manager as needed in the management of the day-to-day responsibilities of their respective portfolios

POSITION HIGHLIGHTS :

This role works with our Seafax team.

Office location : 62 U.S. Rte 1, Cumberland Foreside, ME 04110

ESSENTIAL DUTIES AND RESPONSIBILITIES

Conduct and document telephone calls and other written communications to past due customers as necessary.

Provide online accounts receivable support for specific buyers.

Provide phone support for incoming accounts receivable inquiries.

Respond to supporting documentation requests.

Assist with monitoring clients' incoming emails.

Assist Relationship Manager with other risk mitigation duties.

Assist in credit functions as needed, such as order release and credit app processing.

Comply with agency management system data standards and data integrity (enter and maintain complete and accurate information).

Other duties as assigned.

QUALIFICATIONS

EDUCATION / EXPERIENCE

Associate's Degree or equivalent combination of education and experience

One (1) or more years of related experience

SKILLS

Proficient in Microsoft Office Products, especially Excel and Word

Excellent written and oral communication skills

Strong problem-solving skills

Excellent attention to detail

Ability to prioritize and plan activities efficiently

Ability to represent our clients in a professional and courteous manner when engaging other parties as their agent

Ability to work as part of a team

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