Account Manager – Major Accounts
fa-ewgu-saasfaprod1.fa.ocs.oraclecloud.com/CX · Philadelphia, Pennsylvania, United States
This position is responsible for the billing, collections and customer service for major accounts (Global Casualty, ESIS and Casualty Risk Construction).
Duties & Responsibilities
- Reduce aged receivables and unapplied cash by strictly following collections procedures with appropriate escalation. Calls and emails sent within guidelines.
- Effectively establish account parameters in SBS within 48 hours of receipt of documentation for accurate billing, financial recording, and revenue recognition.
- Work closely with business units and external clients to fully understand their needs and servicing requirements. Respond timely and accurately to all inquiries.
- Provide guidance and direction on optimal funding and payment methods to satisfy client needs, while maintaining corporate financial integrity and cash flow goals.
- Provide accurate departmental reporting within the required timeframe.
- Effectively negotiate account reconciliations to conclusion.
- Actively participate in special projects and system improvements. Participation can include writing business requirements, system testing, etc.
- Understand fundamentals of insurance, financial best practices, preferably in Casualty Insurance, Insurance Finance or ESIS products and services. B.S. degree preferred.
- Ability to work and solve problems independently; to seek and assimilate information regarding Global Casualty, ESIS and Casualty Risk Construction business from various sources.
- Excellent negotiation and verbal and written communication skills. Ability to deal with clients, brokers and Chubb's personnel in a professional, knowledgeable and courteous manner.
- Demonstrated ability to handle multiple demands and priorities.
- Displays initiative and accepts accountability.
- Adapt well to change and handle conflicts effectively.
- Excellent organization and problem solving skills.
- Strong experience in Microsoft Office products, primarily Excel.
- Aptitude for learning new technology.
- Prior billing and/or collections experience preferred.