Collector II

Newbury Park, CA

Employers Insurance Group

Duties and Responsibilities

1. Follow-up on past due accounts within company guidelines; make collection calls, order  form letters, order cancellations and reinstatements, and referral to direct collections
2. Negotiation of payment plans within company guidelines
3. Draft non-standard collection letters to address specific situations for review with department lead or manager.
4. Confer and develop strategies for resolution of disputes/discrepancies and/or large balances with department lead or manager.    
5. Research balances and work with underwriting and/or audit to resolve discrepancies and or explain billings to the customer
6. Initiate refunds 
7. Handle customer service calls from insured, agents and internal customers. (e.g. Explain billings and account status)
8. Maintain up to date documentation of daily collection activities on account worked.
9. Reconciliation of payments to billings
10. Performs daily, weekly and monthly assigned tasks within departmental guidelines for timeliness and/or provides advance notification of expected delays or time-off which might prevent completion of task as expected.
11. Other duties as assigned or as situation dictates.

Minimum Qualifications

·        Good negotiation skills

·        Strong written and verbal communication skills

·        Good organization skills and ability to meet deadlines

·        Good analytical and problem solving skills

·        Ability to work well with others as a member of a team

·        Good attendance and ability to meet daily, weekly and monthly tasks as assigned

·        Proven experience using spreadsheets and word processing software. (e.g. excel, & word)

·        2 years of college and/or 3 years professional experience with a proven path of progression and 6 to12 months prior insurance industry experience in an area such as collections, underwriting or premium audit. 

The specific statements shown in each section of this description are not intended to be all-inclusive.  They represent typical elements and criteria necessary to successfully perform the job.   There may be times when, at management’s discretion, you will be expected to perform additional assignments that are necessary for business reasons.