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Steamboat Group · 1 day ago

Accounts Receivable Representative

Glen Allen, VA

Full-time

Onsite

Mid Level

3+ years exp

Steamboat Group is a company that provides insurance, escrow, compliance, and risk management solutions for community banks and local lenders. The Accounts Receivable Representative is responsible for providing operational and administrative support on accounts, including tasks such as reconciling reports, managing customer service, and issuing certificates of insurance.

FinanceFinancial ServicesInsurance

Responsibilities

Reconciling the General Ledger reports for Collateral Protection Insurance (CPI) and Mortgage/Hazard insurance

Update monthly Surplus Lines totals by state

Research and reconcile past due premiums and outstanding refund checks, including contacting agents and/or lenders for status updates

Create and issue flood quotes and applicable sorting by lender

Organize and generate monthly renewal letters

Perform call companies to verify coverage or obtain additional information to determine status of lender placed coverage. Accurately and thoroughly update tracking notes

Consult with more experienced team members as needed to gain knowledge of work situations requiring training and to better understand changes in policies, procedures, regulations, business initiatives and technologies

Coordinate customer service and support for billing, cancellations, insurance status, and refunds i.e. daily scanning, filing, copying documents, stuffing/folding monthly invoices and outgoing mail

Coordinate daily cancellation tickets and pull corresponding insurance documentation

Makes suggestions on improving work procedures

Maintains appropriate professional working relationships with retail agents, clients, carriers and vendors

Other related projects as assigned