Fortegra · 15 hours ago
Account Service Representative IV
Jacksonville, FL
Full-time
Onsite
Mid Level
3+ years expFortegra is a company specializing in account services, and they are seeking an Account Service Representative IV. This role is responsible for managing the full lifecycle of new business processing and account servicing, ensuring exceptional customer service and accurate handling of claims and premiums across various platforms.
Insurance
Responsibilities
Review and Analyze Error Reports: Ensure alignment with underwriting guidelines and identify discrepancies
Adjust Coverage and Eligibility: Modify coverage details and maintain policy accuracy
Endorsements and Coverage Denials: Process endorsements and deny coverage as needed
Effective Communication: Engage proactively with agents, accounts, and customers to resolve issues
Premium Calculation and Verification: Calculate premiums and validate correct rates
Reconciliation of Business Records: Reconcile business records with reports and payments
Audit Remittance Reports: Verify accuracy of remittance reports and rectify discrepancies
Monetary Tracking and Collections: Maintain records of outstanding balances and ensure timely collections
Maintain Accuracy and Production Standards: Adhere to established standards for business processing
Monitor and Respond to Group Email Folders: Address requests and inquiries promptly within SLA timeframes
Aged Accounts Receivable: Maintain a list of aged accounts, monitor, and ensure timely collections
Accounts Receivable Validation: Ensure accurate receivable balances by reviewing records and resolving discrepancies
Client Reporting Management: Oversee tasks like settlements, reconciliations, data extraction, journal entries, and financial research
Client Communication: Provide clear updates on reporting, process changes, and data queries to clients
Other duties as assigned
Qualification
Required
Associate's or Bachelor's degree in Business, Finance, Accounting, or a related field preferred
Minimum of 3 years of experience in a similar role, preferably within the insurance, finance, or business operations sector
Proven experience with account management, accounts receivable, and premium and/or claims processing
Demonstrated ability to work in a fast-paced, high-volume environment with attention to detail
Proficient in Microsoft Office Suite, particularly Excel, with strong data analysis and reporting skills
Ability to quickly learn new systems and processes as needed
Exceptional verbal and written communication skills, with the ability to explain complex issues clearly and professionally to clients, agents, and internal teams
Strong interpersonal skills with a customer-focused attitude and a demonstrated ability to build and maintain relationships
Strong analytical skills, with the ability to reconcile accounts, identify discrepancies, and propose solutions
Ability to prioritize tasks and manage multiple responsibilities while maintaining accuracy
Excellent organizational skills with the ability to manage multiple priorities and meet deadlines in a production-driven environment
Experience with tracking and managing accounts receivable, aged balances, and client settlements
High level of accuracy and attention to detail, particularly when reviewing financial data, processing payments, and generating reports
A proven track record of providing professional, high-quality customer service, with a focus on problem-solving and relationship-building
Familiarity with industry best practices, particularly in relation to insurance, financial reporting, and billing processes
Preferred
Experience with financial software, ERP systems, or insurance platforms (such as Oracle, or similar)
Intermediate to advanced skills in using Excel, including the use of pivot tables, VLOOKUP, and advanced formulas for data analysis and reporting
Familiarity with other data analytics tools (e.g., Power BI, Tableau) for processing and analyzing large datasets
Ability to interpret and analyze trends from data, generate reports, and provide insights to improve processes
Benefits
Full benefit package including medical, dental, life, vision, company paid short/long term disability, 401(k), tuition assistance and more.
Company
Fortegra
For more than 45 years, Fortegra and its subsidiaries have delivered risk management solutions that help people and businesses succeed in the face of uncertainty.
501-1000 employees
Funding
Current Stage
Late StageLeadership Team
Rick Kahlbaugh
CEO
Edward Peña
Chief Financial Officer
Recent News
2025-10-07
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2025-10-01
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