Customer Service Representative - Cash Applications

Distinguished Programs is a leading national insurance Program Manager providing specialized insurance programs to brokers and agents with specific expertise in Real Estate, Community Associations, Hospitality, Fine Art/Collectibles, Restaurants, Inland Marine, Executive Lines and Construction Professionals & Environmental. Distinguished partners with a select group of highly rated insurance companies to provide exclusive programs to our national network of 4,000 agencies and brokerages. You will have an opportunity to work with an energetic, passionate team that is committed to growth by helping our customers grow their business and building a best-in-class system, as well as a great place to work.

JOB SUMMARY

We are excited to welcome a Customer Service Representative to join our Accounting Team. We are seeking a dynamic and driven individual looking to develop and grow their accounting knowledge and experience in the insurance industry. As a Customer Service Representative , you will work with hundreds of independent insurance brokers and agents across the United States. You will be the first point of contact for accounting related questions, with the goal of creating an exceptional customer experience. You will play a critical role in being part of the team that resolves and reconciles regular inbound inquiries via email and phone. This is an incredible opportunity to learn and be part of both the Commercial Insurance industry and the Accounting/Finance field.

ABOUT YOU

You are a curious, habitual learner. You are comfortable working in a dynamic, fast-paced environment with frequent changes to processes, procedures, and new technology tools. Time management, organization, and prioritization come natural to you. You’re a resourceful, forward-looking thinker with an exceptional self-directed work ethic who proactively seeks opportunities and proposes solutions, asks questions (and asks for help), and takes accountability. You're a strong verbal and written communicator with high attention to detail. You have excellent problem-solving skills where challenges like multi-tasking don’t fluster you. You are tech savvy and have strong computer skills. Finally, you come from a service background. Did we just describe you? If so, please read on because we want to hear from you!

RESPONSIBILITIES

• Drive an exceptional customer experience with every interaction via phone and email.
• Process check deposits, incoming payments, refunds and commissions
• Apply technical knowledge to resolve customer inquiries.
• Identify opportunities to improve the customer experience.
• Act as a "gatekeeper" and "gateway", providing a bridge for smooth communication from customers to our accounting and finance department as well as occasionally to various departments throughout the company.
• Handling customer and broker service inquiries through to resolution.
• Accounts receivable collections follow-up.
• General office and clerical work.
• Ad hoc projects when applicable.

SKILLS & QUALIFICATIONS

• Minimum of 1 year experience working in a general accounting or cash applications role
• Associate's degree in accounting or equivalent combination of education and experience
• Working knowledge of Microsoft Office Suite, Excel focused, and Salesforce a plus
• Adaptability/flexibility to use multiple computer operating systems
• Strong verbal and written communication skills including phone skills
• Interpersonal skills both in working in team environment and working with customers
• Natural curiosity and desire for problem identification and resolution
• Sense of urgency in issue resolution and attention to detail
• Insurance industry experience is extra bonus points

LOCATION

• This hybrid role reports to our Buford, GA office 4x week with work from home on Fridays.

COMPENSATION & PERKS

• $43,000 - $45,000 base salary + yearly bonus. Salary commensurate with knowledge, skills, experience, and geographic location.
• Summer Fridays (Leave at 2:00PM all Fridays from Memorial Day to Labor Day).
• Great healthcare coverage including Medical, Vision, and Dental.
• 401k with 4% company match. Immediately 100% vested.
• Life, disability and supplemental insurance.
• Growth and development opportunities.
• Wellness Benefits including an Employee Assistance Program, Telemedicine, and Peloton App Digital Membership for 1 year (or if you have Peloton equipment, receive a 4-month waiver
• Work/Life Balance with generous time off policy including PTO and paid holidays, Summer Hours, Dependent Daycare flexible spending account, paid parental leave, a commuter account, and a sabbatical every 7 years.

CORE VALUES

Our Core Values define our business. At Distinguished Programs you will achieve goals focused in the best interest of our customer. INTEGRITY plays a crucial role in the way Distinguished does business. INNOVATION enables us to remain an industry trendsetter. You will be involved in projects that advance our products, processes, and people! You will collaborate with leaders in the organization and build RELATIONSHIPS with your colleagues, carriers and customers. Capitalize on your interests and strengths to drive an enrichment focused path allowing your determination to launch your career in an industry of endless opportunities. Bring your passion to the work you do, the people you impact and the success we ACHIEVE together. Acceptance and appreciation for diversity and inclusion are at our core.

We do not accept unsolicited resumes from external recruiting firms or agencies.

Distinguished Programs, LLC is an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, or protected Veteran status.

All your information will be kept confidential according to EEO guidelines.