What are the responsibilities and job description for the AR Coord Team Lead position at USI Holdings Corporation?
General Description: Work closely with Accounts Receivable (AR) leadership to ensure strategic goals for the AR Coordinator team are met. Serve as the subject matter expert for the team. Assist with training and development of team members. The AR Coordinator team is responsible for managing administrative tasks for the Agency Bill AR team including client statement preparation, AR adjustments, small balance write offs and return client payment processing.
Responsibilities:
- Manage workload allocation for AR Coordinator team.
- Serve as the primary contact for day-to-day escalations.
- Ensure daily and weekly goals are performed by the established SLAs.
- Review teamwork product for accuracy and completeness.
- Track scorecard goals for the team monthly. Identify team members who are not performing at SLA.
- Work with management to provide remediation training and track progress in the training log.
- Accountable for training of team. Includes onboarding of new employees and remediation training.
- Review daily/monthly dashboard reporting to identify trends and opportunities for improvement.
- Manage employee time-off requests.
- Assist team with completing day-to-day tasks to ensure timely completion of workload.
Knowledge, Skills and Abilities:
- 2-3 years of experience in accounts receivables, preferably in a large insurance brokerage.
- Leadership skills with ability to manage a team.
- Strong work ethic with a defined sense of urgency.
- Organized self-starter that works well in a team environment.
- Strong attention to detail and retention of pertinent information.
- Working knowledge of Microsoft Office products, including Excel required.
- Knowledge of general accounting principles.
Physical Demands:
Work is performed in a climate-controlled office environment with minimal noise and limited to no exposure to chemicals or toxins. Employees operate office equipment including telephone - headset, computer, monitors, keyboard, mouse, copier, scanner and mail machine. Physical tasks of job include walking, sitting, standing, bending, and typing.
Analysis of Physical Demands:
- Constantly (over 66% of time) work performed requires employees to use repetitive hand motions such as typing, using a keyboard, and sitting at a desk.
- Frequently (34%-66% of time) work performed requires employees to handle and grasp things, walk on normal surfaces, stand, and bend.
- Occasionally (1%-33% of time) walk on uneven or slippery surfaces to and from work and occasionally reach outward to grab things and bend.
- Rarely (< than 1 hour per week) work performed requires lifting/carrying items that range from 10-50lbs, pushing/pulling items that range from 10-50lbs, twisting/turning including reaching over shoulder or above head, kneeling or squatting.
USI is committed to providing a full-suite of competitive benefits for our growing population and its diverse needs. We offer a wide range of health, welfare and financial benefits including medical, wellness, dental and vision, 401(k), flexible spending and health savings accounts, short and long-term disability, life insurance and other unique employer-sponsored and voluntary programs. USI also offers a generous paid time off policy, paid family leave benefit as well as paid holiday time.
Job ID:
29805
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