• Processes accounts receivable payments made by policyholders and agents through multiple systems.
• Researches and corrects payment application errors.
• Performs daily reconciliation of accounts receivable receipts with bank deposit for various payment types (ex. online, ACH, checks).
• Maintains unclaimed property records to ensure compliance with various state requirements.
• Creates and documents procedures.
• Communicates professionally with policyholders, agents, and co-workers via phone, email, and in-person.
• Manages the collection process to ensure timely collection of outstanding balances.
• Reviews and processes refunds.
• Consistently meets our customer experience standards including responding quickly, maintaining a positive attitude, building rapport, and demonstrating empathy.
• Manages the customer’s expectations using the proper communication channels and takes ownership to ensure the customer’s issue is resolved.
• Performs special projects and other duties as assigned.

• Demonstrated understanding of accounts receivable process is required.
• Previous experience working in a billing department is strongly preferred.
• Insurance premium experience is a plus.
• Strong initiative in seeking out new challenges and opportunities to expand skills and responsibilities.
• Proficient use of various core systems, office and computer equipment, and software packages.
• Intermediate to advanced skills in Microsoft Word, Outlook, and Excel.
• Accurate and strong attention to detail.
• Good organizational, time management, and prioritization skills.
• Ability to meet deadlines and maintain confidentiality.
• Good verbal, written, and interpersonal communication skills.
• Customer service experience preferred.
• High school diploma or equivalent required; 2-year degree in related field or experience in lieu of degree preferred.

CULTURE AND TOTAL REWARDS:

Currently ranked as the 37th largest private company by revenue in Minnesota (Minneapolis-St. Paul Business Journal), Western National has earned accolades year-over-year as an employer of choice and garnered multiple awards for wellness in the workplace including the Wellness by Design Platinum +Green award from Hennepin County and is a mspWellness Champion. Western National was also named a Star Tribune Top Workplace in 2021 and 2022. The company is also consistently recognized as a Ward’s 50 property-and-casualty insurance company for its outstanding financial results.

Western National has long been known as “The Relationship Company®,” and caring for our employees is a part of that relationship commitment. Western National values connectiveness, empowerment, and accountability. Western National offers competitive pay, advancement opportunities, a generous benefits package, a robust wellbeing program, and a commitment to a healthy work/life balance. These attributes are just some of the reasons why nearly half of our employees choose to stay on the Western National team for ten years or more!

Western National offers full time employees a significant Total Rewards Package, including:

• Medical insurance Plan options
• Health Savings Accounts (HSA)
• Flex Spending Accounts (FSA)
• 401(k) Plan (plus company match)
• Wellbeing Program
• Onsite Fitness Studio
• Paid volunteer time
• Time Off – including vacation and holiday pay
• 100% company-paid tuition reimbursement for approved job-relevant coursework and access to The Institutes (Risk & Insurance Education)
• Discounts on personal auto and homeowner's insurance
• Paid parental leave
• Profit-sharing bonus
• Other standard employee benefits – including dental insurance, vision benefits, life insurance, disability insurance, and more.

Western National believes in supporting balance between work and life by providing a flexible work environment with includes a variety of hybrid and remote work arrangements designed to balance individual, job, department and company needs.

Western National provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.