Credit and Collections Representative jobs in United States
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Kelly Benefits · 2 days ago

Credit and Collections Representative

Kelly Benefits is one of the nation’s largest employee benefit administrators, brokers, payroll providers and consultants. They are seeking a quality service focused individual to accurately and timely collect premiums based on carrier/vendor contracts and reconcile accounts for Accounts Receivable resolution.

Insurance

Responsibilities

Monitor and reconcile client accounts for outstanding balances
Handle communication to clients, brokers and carrier/vendor partners regarding client account status for collections
Provide support to clients (internal and external) to effectively resolve collection issues, such as discrepancies, reconcile disputes, short payments and payment inquiries
Prepare & perform client account updates to resolve AR balances (i.e. returned payments, request refunds, advising carrier/vendor of uncollectable AR balance, write-offs within limits of authority)
Facilitate client account posting transactions for purpose of AR (i.e. direct payments to carrier/vendor, prior outstanding balance transfer)
Analyze monthly Metrics reporting
Process client terminations in a timely manner, adhering to carrier/vendor contracts and procedures
Coordinate reinstatement procedures with clients, brokers and carrier/vendor partners
Assist with shared departmental tasks

Qualification

Excel proficiencyAccounts Receivable experienceCommunication skillsProblem-solving skillsAttention to detail

Required

High School diploma
Prior experience in a relevant arena is highly preferred, though not required
Excel proficiency strongly preferred

Preferred

some college preferred

Benefits

401K with match
Paid time off
Paid parental leave
Full array of medical benefits including medical, dental, vision, life insurance, short-term disability, additional ancillary and voluntary options
On-site fitness center

Company

Kelly Benefits

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Benefit challenges facing employers today are extremely complex.

Funding

Current Stage
Growth Stage

Leadership Team

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Francis X. (Frank) Kelly III
CEO
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Rasoul Motavalli
Chief Technology Officer
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Company data provided by crunchbase