The Role
Processes incoming payments, applies cash accurately to client accounts, reconciles variances, maintains transaction records, prepares reports, resolves billing and account inquiries, manages documentation, routes tasks, and protects confidential information while supporting business processes.
Summary Generated by Built In
Responsible for managing incoming payments, ensuring accurate records of transactions, and maintaining relationships with clients.
Responsibilities- Information Review
- Processes client information by adheres to the standard operating procedures (SOP) and turnaround time set forth
- Reviews and identifies if there are adjustments and variances to reconcile
- Summarizes information to prepare necessary reports
- Liaises with other processors to reconcile any issues regarding client information
- Business Process Support
- Resolves issues and other inquiries regarding matters of work in a customer-oriented approach
- Ensures proper file management for all client systems by accurate and complete documentation
- Routes tasks to appropriate processors by utilizing internal systems
- Refers matters beyond limits of authority and expertise to immediate superior for direction
- Upholds the Crawford Code of Conduct by protecting the confidentiality of information
- Performs variety of administrative duties and other related tasks from time to time as assigned to contribute to other business processes
- Bachelor’s degree in Accounting, Finance, Business Administration, or a related field is often preferred.
- 1 – 2 years of experience in accounting, finance, or a related field
- Cash Application Expertise: Ability to apply incoming payments to customer accounts accurately and efficiently.
- Communication skills: Excellent written communication skills for interacting with clients, regarding billing issues, payment terms, and collection efforts
- Analytical abilities: Strong skills in reconciling accounts, identifying discrepancies and analyzing aging reports to manage and reduce outstanding balances.
- Organizational Skills: Strong ability to prioritize tasks, manage multiple accounts, and meet deadlines in a fast-paced environment.
- Interpersonal Skills: Ability to work independently and as a team member.
- Keen attention to details in order to produce quality output.
- Maintains high degree of professionalism and confidentiality.
- Familiarity with accounting software (e.g., PeopleSoft, Navision) and Microsoft Office Suite, especially Excel.
- Experience in high-volume transaction environment, collections or managing client accounts is a plus.
Skills Required
- Bachelor's degree in Accounting, Finance, Business Administration, or a related field
- 1–2 years of experience in accounting, finance, or a related field
- Ability to apply incoming payments to customer accounts accurately and efficiently
- Excellent written communication skills for client billing, payment terms, and collection communications
- Strong account reconciliation, discrepancy identification, and aging report analysis skills
- Ability to prioritize tasks, manage multiple accounts, and meet deadlines
- Ability to work independently and as part of a team
- Keen attention to detail
- Professionalism and confidentiality
- Familiarity with accounting software such as PeopleSoft or Navision and Microsoft Office, especially Excel
- Experience in a high-volume transaction environment, collections, or client account management
Am I A Good Fit?
Get Personalized Job Insights.
Our AI-powered fit analysis compares your resume with a job listing so you know if your skills & experience align.
Success! Refresh the page to see how your skills align with this role.
The Company
What We Do
Based in Atlanta, GA Crawford & Company(R) (www.crawco.com) is the world's largest publicly listed independent provider of claims management and outsourcing solutions to carriers, brokers and corporates, with an expansive global network serving clients in more than 70 countries. The company’s shares are traded on the NYSE under the symbols CRD-A and CRD-B.
