Accounts Receivable Support and Collections Specialist

Ar Support And Collections Specialist

Vertafore is a leading technology company whose innovative software solutions are advancing the insurance industry. Our suite of products provides solutions to our customers that help them better manage their business, boost their productivity and efficiencies, and lower costs while strengthening relationships.

Our mission is to move InsurTech forward by putting people at the heart of the industry. We are leading the way with product innovation, technology partnerships, and focusing on customer success.

Our fast-paced and collaborative environment inspires us to create, think, and challenge each other in ways that make our solutions and our teams better.

We are headquartered in Denver, Colorado, with offices across the U.S., Canada, and India.

The AR Support and Collections Specialist is responsible for providing triage services on all inbound Customer billing and collection queries, as well as generating and assigning Customer follow-up tasks and escalations. Additionally, the successful person in this role will reduce outstanding balances on accounts while providing customer service to resolve customer disputes and inquiries. Most of the role will be spent interacting with customers via phone calls and email. This role can also pivot into processing customer requests to cancel or reduce users for their products and will work closely with the legal team to research contract terms and manage caseload in Salesforce.

Core Requirements and Responsibilities :

Essential job functions included but are not limited to the following :

• Answer billing related questions via inbound phone calls and email queues
• Provide clear and concise documentation regarding customer problems and resolution
• Troubleshoot and review customer issues and drive to resolution where possible.
• Review payment options and invoices with internal and external customers
• Collect on past due accounts via outbound calls and emails
• Resolve customer disputes and inquiries
• Provide clear and concise documentation on customer reported issues, and subsequent resolution
• Responsible for escalation of unresolved issues to AR Billing Services as required via Salesforce case
• Responsible for providing payment options to customers when needed
• Provide invoices / invoicing information to both external and internal customers
• Create, own, and resolve AR cases in Salesforce, escalating when needed
• Enable customers to sign up for our MyVertafore payment portal
• Complete other duties as assigned by manager
• Research customer contract terms and process customer reduction and decommission cases

Knowledge, Skills and Abilities :

Qualifications :

Additional Requirements and Details :