Who We Are
Prescient National is an AM Best A (Excellent) rated workers’ compensation insurance company offering national coverage. We provide innovative insurance products and effective loss reduction strategies, tailored to meet both current and future challenges. Our solutions include Guaranteed Cost Policies, Deductible Policies, Retrospective Rating Policies, Excess/Self Insurance, and Captive Options, all designed to align with each employer’s unique risk profile and appetite. By leveraging deep analytics and fostering strong relationships with stakeholders, we deliver unparalleled service and creative solutions that distinguish us in the industry.
About the Job
We are seeking a detail-oriented and customer-focused Client Services Representative to join our team. This role is responsible for managing customer accounts, supporting timely collection of outstanding balances, processing payments and bills, and maintaining accurate financial records.
The ideal candidate is comfortable working with customers and internal partners, analyzing account information, resolving billing discrepancies, and managing multiple priorities in a deadline-driven environment. Strong communication, organization, follow-up, and problem-solving skills are essential for success in this role. This is a HYBRID role, where you will work from home 3-4 days a week and come to our Charlotte office 1-2 times a week for Accounts Payable tasks.
Training is provided for continued growth and expanded knowledge and internal movement within the company is embraced, whether it’s trying your hand at a new skill or upward mobility within your area of expertise. You’ll be in an environment where colleagues work collaboratively, share a passion for delivering the best outcomes, and are empowered to share ideas on how we can enhance our services. Build a career in an EPIC atmosphere where teamwork, respect, and achievement live.
How You Will Make an Impact
• Manage inbound and outbound inquiries related to customer accounts, billing, and collections
• Conduct professional and courteous collection activities to follow up on outstanding balances and aged receivables
• Facilitate welcome calls and establish positive relationships with customers
• Process customer payments accurately and timely
• Monitor and manage aged receivables, identifying accounts requiring additional follow-up or resolution
• Process bills and ensure transactions are accurately recorded
• Perform accounts receivable analysis to identify trends, discrepancies, outstanding balances, and opportunities for resolution
• Analyze customer account information and research and resolve billing discrepancies
• Prepare and manage internal and external business correspondence, including email communication with customers, vendors, and internal stakeholders
• Maintain accurate and organized account records and documentation
• Follow up consistently on outstanding issues, payments, and account inquiries
• Handle confidential financial and customer information with discretion and in accordance with company policies
• Support other accounting and accounts receivable functions as needed
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Who You Are
• Must be local to Charlotte NC and able to come to the office 1-2 times a week, depending on work volume
• 2-5 years of experience in accounting, accounts receivable, collections, or a related field
• Strong customer service and relationship management skills
• Excellent verbal and written communication skills
• Ability to manage multiple priorities in a deadline-driven environment
• Strong attention to detail and organizational skills
• Proficiency with Microsoft Office applications, including Outlook and Excel
• Ability to analyze account information and effectively resolve billing discrepancies
• Experience handling confidential financial information
• Strong problem-solving, follow-up, and account management skills
• Ability to work independently while also collaborating effectively with internal and external stakeholders
Physical Demands
• Regularly talks throughout the day during both in person conversations and via telephone
• Regularly required to use hands and fingers to handle, feel, or operate objects or tools
• Regularly required to sit for up to 8 or more consecutive hours
• Occasionally lifts up to 10lbs
• Regularly walks through a multi-level office environment
• Regularly types using a computer keyboard for up to 8 hours per day
• Regularly uses a computer mouse for up to 8 hours per day
Work Environment
Hybrid Role: Enjoy the ability to work from home 3-4 days a week and at the office 1-2 days a week.
Schedule/Expected Hours of Work
The Client Services Representative will be expected to work Full Time. This schedule will include a minimum of a 37.5 hours per week Monday-Friday to fall between the hours of 7am and 6pm.
Other Duties
This job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.
Equal Opportunity Employer
We are an equal-opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.