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Alliant Insurance Services · 18 hours ago

Account Manager - Credit

Cumberland Foreside, ME

Full-time

Onsite

Mid Level

3+ years exp

Alliant Insurance Services is one of the nation’s largest and fastest-growing insurance brokerage and consulting firms. This role serves as the main point of contact for Services customers, focusing on credit and collections functions while delivering world-class service and managing accounts receivable.

ConsultingFinancial ServicesInsurance

Responsibilities

Consistently deliver world class service to our customers related to credit and accounts receivable management

Responsibility for management of customer’s accounts receivable ledger

Gather and analyze business data from required sources to assess credit risk and set credit limits

Implement and maintain client credit policies and procedures

Conduct and document outbound communication to past due buyers

Communicate credit decisions and collection strategies to client

Develop client contacts and influence credit risk decisions and procedures

Create and present external periodic credit and collection reports

Manage credit insurance policies and other risk mitigation tools

Monitor client sales orders and approve qualifying orders on credit terms

Collaborate with Seafax’s Sales, Collections and Credit Reporting teams to deliver comprehensive service to our clients

Comply with agency management system data standards and data integrity (enters and maintains complete and accurate information)

Performs other duties as assigned

Performs all duties in accordance with all company policies and procedures, and all federal, state and local laws, wherein the Company operates

Qualification

Credit risk assessmentAccounts receivable managementMicrosoft OfficePlanning activitiesCritical thinkingWritten communicationOral communicationTime managementLeadershipProblem solvingAdaptabilityCross-functional teamwork