• Accurately process and apply payments • Handle all disbursement transactions for returned premiums • Prepare and analyze variance reports to reconcile incorrectly applied premiums • Process premium backouts and reapplications due to Policy Administration system changes • Initiate and process ACH setups for new vendors and accounts • Assist and respond to queries from the Skyward team and TPAs • Collect and prepare backup documentation for internal and external audits • Generate and distribute annual 5500 – Schedule A reports as required • Create and manage daily/monthly cash reconciliation folders • Identify and suggest process optimizations for greater efficiency and accuracy in AR functions

• Manage accounts receivable in compliance with billing guidelines. • Follow up on outstanding receivables and complete basic appeals. • Collaborate with departments to ensure proper claims processing. • Prepare and process adjusted and corrected bills as necessary.

• Manage a team of professionals with responsibility for global accounts receivable activities, including collections, credit, cash applications • Develop and execute on the vision of a highly scaled global AR shared service model • Foster a culture of accountability, urgency, and customer-centricity • Own global collections strategy and execution • Maintain a robust operating cadence with Commercial leaders and Customer Support to prevent and resolve collections issues • Collaborate with Customer Success and order management to ensure clean orders and frictionless billing cycles • Develops and publishes performance metrics such as DSO, past due, aged credits and cash receipt trends • Researches, recommends, and establishes customer credit limits

• Contact customers via phone, email, and written communication to collect overdue payments • Follow up consistently on delinquent accounts to reduce aging balances and resolve payment discrepancies • Research and resolve payment discrepancies, ensuring accounts are accurate and up to date • Apply customer payments and maintain accurate financial records • Process credit card payments, issue credits, and make account adjustments as needed • Negotiate payment plans when appropriate to support collections efforts • Respond to inbound calls, answer questions, and route inquiries as needed • Perform data entry and maintain detailed account documentation • Collaborate with internal teams such as Sales, Billing, and Customer Service to resolve account issues • Support continuous improvement of collections processes and workflows