Account Service Representative

  • 10151 Deerwood Park Blvd, Jacksonville, FL 32256, USA
  • Full-time

Company Description

Fortegra Corporation, an insurance services company, provides insurance-related products and distribution and administration services in the United States. The company was formerly known as Life of the South Corporation and changed its name to Fortegra Corporation in 2008. Fortegra Corporation was incorporated in 1981 and is based in Jacksonville, Florida.

Job Description

Responsible for processing new business and cancellations from accounts on multiple system platforms. Issue written correspondence to customers and accounts. Provide professional customer service to insureds, agents and accounts including premium and refund quotes by phone and fax.  Monitor accounts for outstanding balances.  Meet the demands of a production environment in both the in-put of information and service standards including quality, quantity, aged balance tracking and phone response times.

  • Review error reports to determine which items need action taken: certificates / business is complete, accurate, and insured eligibility based on established underwriting guidelines.
  • Take appropriate action by making adjustments to coverage, underwriting age, limit, premium, terms or health information for eligibility as needed. 
  • Endorse certificates or deny coverage according to master policy limits.
  • Communicate with agents, accounts, and customers when problems occur by phone and/or written correspondence to resolve the problem.
  • Calculate premiums to verify that correct rates are being charged.
  • Reconcile business entered into the system with actual reports and money received.
  • Audit remittance report for accuracy and verify correct payment was received.
  • Report data and account errors to Manager. 
  • Maintain a list of all monies due and owed from each account and follow up with accounts and agents for collection as defined by company policy. 
  • Maintain all accuracy and production standards processing business
  • Monitor assigned group email folders and respond to requests within SLA
  • Process assigned daily reports such as, bank recon, chargebacks, sales trackers, customer service tracker, etc. within SLA.
  • Provide premium and refund quotes to agents, accounts, and customers.
  • Research past due balances or late / non remitting issues and notify accounts, agents and appropriate business unit leaders. 
  • Complete tasks in tracker as needed to meet SLA.
  • Identify potential workflow improvements and impediments and suggest changes in process.
  • Responsible for Clients billing and settlements.
  • Provides professional customer service to associates and accounts who contact the department for information.
  • Provides client reporting within contractual SLA guidelines.
  • Process premium checks for deposit.


  • 5–7 years of work experience in an office environment.
  • 3-5 years of reconciliation and receivable tracking experience required.
  • Strong Excel skills required.
  • Strong written and verbal communication skills required.
  • Software knowledge required: Windows operating system, (ex: Excel, Word, WinZip).

Additional Information

Full benefit package including medical, dental, life, company paid short/long term disability, 401(k), tuition assistance and more.

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