Job Description

Seeking a Premium Recovery Specialist who will be working directly with the Director of Operations assisting in achieving a high percentage of successful recovery with a high volume of inbound and outbound collection calls to recover premiums resulting from an audit, deductible or broker statement, financial paperwork, invoicing and billing. This position is currently remote which has the potential to change in the future. PLEASE NO DEBT COLLECTORS, NO MEDICAL BILLERS & NO ACCOUNT RECEIVABLE APPLICANTS!

JOB RESPONSIBILITIES:

• High volume of inbound and outbound customer service calls to answer. All inquiries answered correctly and professionally will help centralize the companies mission of having excellent customer service.
• Calculating audit results and increasing recovery by organizing all financial paperwork received for audits and inspections via e-mail, fax and mail with an electronic filing system. Must be an expert in deciphering financial documents.
• Begin collections process and increase recovery by invoicing audits based off the high volume of financial paperwork received, compare it to the insurance application and calculate any additional premium due according to the underwriting guidelines provided by the insurance wholesaler.
• Increase audit recovery by making high volume of outbound calls, e-mails, and faxes from the daily account collections lists to recover any additional audited premium due.
• Keep statements up to date to uphold customer service and to make sure policies are being appropriately funded in a timely manner by sending monthly billing statements to assigned brokerages and collecting all outstanding balances due within the month.
• Make sure all information is easily accessible with light filing, scanning, e-mail organization and inbox management.
• Ensure we are compliant with our letter scheduling using the companies automated system to schedule audits to be sent out by certain dates.

QUALIFICATIONS:

• High School Diploma or general education degree (GED); or 1 to 3 years of related experience and/or training
• Basic Accounting Skills
• Strong track record in delivering the highest levels of customer care and leadership
• Experience with collections and office administration is a plus
• Proficiency in Microsoft Outlook, Excel, and Word as well as an aptitude to navigate software easily
• Proficiency in Zoom
• Bi-lingual is preferred
• Must be able to multi-task

COMPETENCIES:

• Analytical Skills - Ability to structure and process qualitative and quantitative data and draw insightful conclusions from it. Exhibits a probing and inquisitive mindset and achieves penetrating insights.
• Attention to Detail - Does not let important details slip through the cracks or derail a project.
• Efficiency - Able to produce significant output with minimal wasted effort.
• Intelligence - Quick learner who demonstrates ability to quickly and proficiently understand and absorb new information.
• Follow-Through - Lives up to verbal and written agreements, regardless of personal cost.
• Honesty/Integrity - Does not cut corners ethically, earns trust and maintains confidences. Does what is right, not just what is politically expedient. Speaks plainly and truthfully.
• Persistence - Demonstrates tenacity and willingness to go the distance to get something completed.
• Planning/Organizing - Prioritizes and plans work and uses time efficiently. Focuses on key priorities.
• Problem Solving - Identifies and resolves problems in a timely manner, gathers and analyzes information skillfully.
• Oral Communication - Speaks clearly and persuasively no matter the situation.
• Written Communication - Proofreads work for spelling and grammar, presents numerical data effectively and is able to read and interpret written information.

Company Description

Momentous Recruiting is a recruiting platform connecting businesses with top tier talent in the insurance industry. We help insurance businesses find the expertise and skills needed from a large qualified network of insurance professionals using a hands-on approach.