AR Support and Collections Specialist

| Denver, CO, USA | Hybrid
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$21.64 / hour

Vertafore is a leading technology company whose innovative software solution 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 alongside our AR Support Team to resolve customer disputes and inquiries. Most of the role will be spent interacting with customers, external and internal, via phone calls and email.

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 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

· Provide a best effort to answer or resolve a customer query or issue on the first contact

· 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

Knowledge, Skills and Abilities:

· Strong analytical and critical thinking skills

· Detail-oriented and work with a high degree of accuracy and efficiency.

· Excellent verbal, telephone and written communication skills necessary

· Intermediate level MS Excel skills

· Excellent typing skills with the ability to type 50+ words per minute with high accuracy

Qualifications:

· College degree preferred.

· 1-2 years account billing, collections, and account resolution experience preferred

· 2 Years user experience with multiple Enterprise Resource Planning (ERP) systems preferred

Additional Requirements and Details:

· Travel is not expected in this role.

· Located and working from an office location when required.

· Occasional lifting and/or moving up to 10 pounds.

· Frequent repetitive hand and arm movements required to operate a computer.

· Specific vision abilities required by this job include close vision (working on a computer, etc.).

· Frequent sitting and/or standing.

THE VERTAFORE STORY

Over the past 50 years, Vertafore has advanced the entire insurance distribution channel with the best software solutions in the industry. Today, we're proud to say hundreds of thousands of Vertafore users rely on our solutions to write business faster, reduce costs, and fuel growth by increasing collaboration and streamlining processes. Vertafore leads the industry with secure, cloud-based mobile products that provide superior reporting and analytics, delivering actionable insight- right when customers need it most. We partner with other leading technology companies to deliver comprehensive solutions to improve the way our customers do business and serve their customers.

The Vertafore Way

Insurance is about relationships, and technology should make those relationships stronger. That's why, at Vertafore, it's our mission to transform the way the industry operates by putting people at the heart of insurance technology. By focusing on our customers, becoming better every day, and delivering results you can see, we provide the level of trust and security that insurance is all about.

· Bias to Action: We're united by an innate drive to take action and make a difference in the technology and insurance spaces.

· Win Together: We work together as one team, showing empathy and respect along the way.

· Show Up Curious: We work to challenge one another to push boundaries and think beyond the box.

· Say It, Do It: We honor every one of our commitments because integrity is important to us.

· Customer Success is Our Success: We cultivate authentic relationships and follow up by actively listening to their needs.

· We Love Insurance: We appreciate the impact insurance has on the world.

Is this role not an exact fit for you? Keep an eye on our Careers Page for other positions!

Vertafore is a drug free workplace and conducts preemployment drug and background screenings.

The selected candidate must be legally authorized to work in the United States.

The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all the job responsibilities, duties, skill, or working conditions. In addition, this document does not create an employment contract, implied or otherwise, other than an "at will" relationship.

Vertafore strongly supports equal employment opportunity for all applicants regardless of race, color, religion, sex, gender identity, pregnancy, national origin, ancestry, citizenship, age, marital status, physical disability, mental disability, medical condition, sexual orientation, genetic information, or any other characteristic protected by state or federal law.

We do not accept resumes from agencies, headhunters, or other suppliers who have not signed a formal agreement with us.

Vertafore is a Flexible First working environment which allows team members to work from home as often as you’d like, while using our offices as a place for collaboration, community, and teambuilding. There are times you may be asked to come into an office and/or travel for specific meetings for a specific business purpose and this varies by job responsibilities.

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Technology we use

  • Engineering
    • C#Languages
    • JavaLanguages
    • JavascriptLanguages
    • SqlLanguages
    • ReactLibraries
    • ASP.NETFrameworks
    • Microsoft SQL ServerDatabases
    • MySQLDatabases
    • OracleDatabases
    • AWS (Amazon Web Services)Services

What are Vertafore Perks + Benefits

Culture
Volunteer in local community
Vertafore offers employees 1 paid day to volunteer at the non-profit of their choice.
Open door policy
OKR operational model
Team based strategic planning
Open office floor plan
Employee resource groups
Employee-led culture committees
Quarterly engagement surveys
Hybrid work model
President's club
Employee awards
Remote work program
Vertafore is a Flexible First working environment which allows team members to work from home as often as you’d like while using our offices as a place for collaboration, community, and team buildin
Diversity
Mandated unconscious bias training
Diversity employee resource groups
Hiring practices that promote diversity
Health Insurance + Wellness
Flexible Spending Account (FSA)
Vertafore employees can contribute up to $2750 annually to their FSA.
Disability insurance
Disability insurance covers 100% of annual salary for up to 90 days of disability.
Dental insurance
Our dental plan covers $1500 of expenses per person.
Vision insurance
The vision benefits plan covers 100% for annual eye exams with $175 for glasses or contact lenses.
Health insurance
Vertafore offers three different health plans to meet the needs of our employees.
Life insurance
Pet insurance
We offer a Pet Insurance plan through Nationwide.
Wellness programs
Team workouts
Vertafore's team fitness initiatives include in-office yoga, a partnership with Planet Fitness, and other recreational team sports.
Mental health benefits
Financial & Retirement
401(K)
401(K) matching
Vertafore provides employees with a 401(k) matching plan managed by [provider]. We match up to 50% of contributions up to 3% of an employee's annual gross pay.
Employee stock purchase plan
Performance bonus
Pay transparency
Child Care & Parental Leave
Generous parental leave
Family medical leave
Adoption Assistance
We reimburse up to $2,500 for eligible adoption expenses and 6 weeks of paid leave.
Company sponsored family events
Vertafore sponsors family oriented events semi-annually.
Vacation + Time Off
Unlimited vacation policy
Paid volunteer time
Paid holidays
Paid sick days
Bereavement leave benefits
Company-wide vacation
Every year on the second Friday in April, our company shuts down for "Refresh & Recharge Day." It's a day to unplug and get back to what you love outside of work.
Office Perks
Commuter benefits
Company-sponsored outings
Vertafore hosts company outings annually.
Free snacks and drinks
In various areas of the office, Vertafore provides weekly fresh fruit services, bagels and donuts on specified days, as well as snacks and drinks.
Some meals provided
We provide free breakfast on Mondays and Fridays.
Company-sponsored happy hours
Recreational clubs
Vertafore sponsors recreational clubs that include sports, board games, video games, book clubs, etc.
Home-office stipend for remote employees
Onsite gym
Professional Development
Tuition reimbursement
Our tuition reimbursement plan offers an annual max of $5,250.
Lunch and learns
Promote from within
Mentorship program
Vertafore's mentorship framework is an independently led experience between a mentee and a mentor. Resources are ongoingly provided to start this relationship and keep it successful & valuable.
Online course subscriptions available
Personal development training

Additional Perks + Benefits

We felt like the stretch of no three day weekends from Feb - May was too long, so we added our own holiday! We celebrate Vertafore Rest and Recharge day in April, and the whole company has a long weekend.

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