Responsible for ensuring established procedures and guidelines are followed, and SLA requirements are achieved within assigned business unit(s). Provides support, direction, and guidance for associates and acts on issues as they relate to skills, knowledge, training and development. Monitors and maintains the company’s guidelines for administration and quality control standards.
Minimum Qualifications:
- Bachelor's degree or equivalent work experience.
- 8+ years of work experience with insurance or related financial experience.
- 5+ years management experience.
- Experience with reconciliations and receivable tracking.
- Experience of working with clients to provide excellent customer service to external and internal clients.
Primary Job Functions:
- Monitor, evaluate and report status of production to ensure that unit is meeting monthly performance and financial requirements.
- Ensure accurate and timely processing of producer/customer payments and resolution of discrepancies.
- Monitor aging reports and minimize overdue receivables.
- Ensure compliance with internal controls, financial policies, & relevant regulations.
- Prepare and present receivable metrics.
- Ensure accurate and timely reconciliations of customer data.
- Monitor and evaluate workflow to analyze needs and identify problem areas.
- Ensure training is in place to meet requirements at all levels within the unit.
- Coach and develop associates to meet and/or exceed performance goals.
- Monitor service levels achieved, ensure records are maintained and analyzed, initiate actions, and issue reports on achievement to users, providers, and management.
- Review all services to ensure cost effective performance and keep abreast of the industry to ensure our services meet or exceed the competition.
- Evaluate associates and complete performance evaluations with recommendation for salary adjustment or disciplinary action or performance improvement plan.
- Interview and evaluate applicants for employment.
- Develop team and ensure appropriate backups exist for all job functions.
- Document and counsel associates regarding unacceptable behaviors or performance.
- Monitor the performance of all SOX processes and controls following the approval process.
- Maintain and update Desk Manual documentation in the approved format.
- Suggest changes in procedures to improve efficiency and eliminate on-going problems.
- Demonstrate the following attributes: Idea Generator, Thought Leader, and Problem Solver.
- Assist with AOP development and Budget Management.
- Assist in obtaining Fortegra Corporate goals around production, EBITDA and Revenue Growth.
- Conduct performance evaluations for direct reports; review and approve performance evaluations for indirect reports.
Interview and select qualified applicants for employment.
- Assist in development and implementation of new programs.
The above cited duties and responsibilities describe the general nature and level of work performed by people assigned to the job. They are not intended to be an exhaustive list of all the duties and responsibilities that an incumbent may be expected or asked to perform.
Skills & Competencies Required:
- Demonstrated ability to solve problems.
- Idea leader – formulates multiple new ideas and implements.
- Proven ability to exceed performance expectations and create value for consumers, customers and Fortegra.
Additional Information:
Full benefit package including medical, dental, life, vision, company paid short/long term disability, 401(k), tuition assistance and more.
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Job Posting Disclaimer:
Fortegra has recently been made aware of unauthorized communications regarding career opportunities by individuals not associated with Fortegra or our recruitment team. Fortegra will only contact you from the Fortegra domain address (@fortegra.com). If you receive a message from someone posing as a Fortegra recruiter via text message, WhatsApp, Telegram or other messaging platform, please report it as phishing and block the sender.
Fortegra is not accepting unsolicited resumes from search firms for this position.
Please be aware of job fraud(s) – all correspondence emails regarding your candidacy will come from our Fortegra.com email address. Thank you.
Equal Opportunity EmployerThis employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
Skills Required
- Bachelor's degree or equivalent work experience
- 8+ years of work experience with insurance or related financial experience
- 5+ years management experience
- Experience with reconciliations and receivable tracking
- Experience working with clients to provide excellent customer service to external and internal clients
- Knowledge and experience with SOX processes and internal controls
- Demonstrated problem solving and idea-generation skills
What We Do
Fortegra offers a variety of innovative insurance and reinsurance products, from consumer protection products to specialty program insurance. With an A.M. Best Financial rating of A- Excellent and total assets in excess of $2.47 Billion, we have the financial strength and stability you need in an insurance partner. As part of our full-service and vertically integrated approach we offer premium finance, credit protection and policy/claim administration.
