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Accounts Receivable CSR in San Ramon, CA at Nelson

Date Posted: 10/17/2018

Job Snapshot

Job Description

Job Number: 2126257

Qualified candidates must have:

  • Excellent communication skills and a customer friendly attitude.
  • Customer service experience and the ability to problem solve.
  • Must be able to type 35 WPM.

Essential Duties and Responsibilities

  • The primary function of this role is to answer incoming A/R calls; process renewal applications; process various types of payments.
  • Handle various types of incoming telephone calls from Plan Holders, Realtors, Closing Companies, via inbound phone queue, regarding requests for renewal of coverage, adding options, processing cancellations, and updating credit card information, etc., while determining appropriate solutions to customer requests.
  • Data entry of renewal requests received by mail.
  • Process payments received according to established company standards.
  • Communicate effectively to obtain required information efficiently.

Required Availability

  • Availability to work 7:00am - 4:00pm Monday through Friday.

Required Knowledge, Skills and Abilities

  • Good communication skills, courteous and professional manner and use of proper grammar.
  • Ability to maintain composure under stressful workloads.
  • Courteous and professional manner with internal and external customers.
  • Complete special assignments on time and as instructed.


  • High School education or equivalent required

About Nelson:

For more than 45 years, we've been passionate about helping people find jobs they love - rewarding jobs that further career goals. At Nelson, we partner with companies that have outstanding reputations. Working with innovative startups to Fortune 500 companies, our skilled recruiters have access to opportunities beyond what you can find on your own. With Nelson, you'll get the most out of your career. Together, we'll set career goals and find you a position where your skills shine. For a full listing of jobs, go to: and click "Find Work."