Customer Accounting Specialist 2
RLI
Customer Accounting Specialist 2
RLI
Specialty insurer serving niche risk markets
Under occasional supervision, the Customer Accounting Specialist II assists in handling and resolving matters of billing and collections for the company’s delinquent accounts. Identifies, analyzes and resolves billing and collection issues through internal and external contacts. Produces billing invoices, statements, and delinquent notices.
Facilitate pursuit of delinquent accounts and maintains documentation of collection records.
Coordinate management of shared inboxes, to ensure service level standards are met. Responding to complex billing inquiries escalated by the team.
Establishes contact via phone and email with external customers in pursuit of collection or resolution of aged receivables. Provides responses in writing and/or by telephone within designated call and transaction parameters.
Determines and intiates actions such as cancellations/reinstatements for non-payment of premium, cash movement, balance transfers to collections, etc. to resolve issues and disputes.
Collaborates with internal and external contacts to identify, analyze and resolve billing and collection issues.
Prepares detailed account breakdowns for complex accounts to support customer billing inquiries.
Generates and distributes billing invoices, statements, and delinquent notices.
Prepares monthly reporting on aged receivables and matters of collections to management.
Prepares journal entries to reconcile account balances.
Monitor and manage shared inboxes, responding to routine and complex billing inquiries, escalating as necessary.
Answer incoming phone lines to address customer inquiries regarding payments, billing, and collections.
Assists with special projects and other duties when needed.
Typically requires a high school diploma, Associates degree in Accounting preferred or similar field
1+ years of related experience
[OR] equivalent level of education and experience
Ability to research moderately complex to complex billing and collection issues and recommend appropriate actions.
Excellent verbal and written communication skills, with the ability to collaborate seamlessly with internal teams and external customers throughout the billing and collections lifecycle.
Ability to use Microsoft Office software as well as general ledger and billing and collections applications to identify, analyze, and resolve billing and collection issues.
Ability to handle multiple priorities, manage deadlines, and adapt to shifting workloads under frequent supervision.
Demonstrate strong interpersonal skills, professional phone presence, and effective email communication to foster positive customer interactions and secure timely payments.
RLI provides specialty insurance in the United States, focusing on niche property, casualty, and surety markets to help customers protect assets and manage risk. Its product offerings are customized insurance policies developed through underwriting that targets very specific needs, backed by a team of employee-owners who have decision-making freedom to serve customers and run the business. Compared with others, RLI emphasizes deep niche expertise, personalized service, and an entrepreneurial, owner-driven culture, aiming to perform well across different market cycles. The company's goal is to offer reliable insurance solutions with strong financial strength and peace of mind for its customers and partners.
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