What are the responsibilities and job description for the Accounts Receivable Clerk position at Cornerstone Insurance Producers, LLC?
TITLE: Accounts Receivable Clerk
DEPARTMENT: Finance
REPORTS TO: Finance Manager
FLSA: Non-exempt
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Position Summary
This position is responsible for performing financial processing transactions relating to incoming payments including creating invoices, tracking payments received, and following up on outstanding payments.
Essential Duties And Responsibilities
Create and send out invoices across multiple programs
Record and reconcile incoming payments made via ACH, Check, EFT, Wire, etc.
Prepare and create remote deposits for incoming check payments
Handle interactions between Finance and other departments to report any payment discrepancies
Performs AR aging tasks to ensure prompt payment of invoices
Process/data entry of payments uses various software applications such as Policy Administration System, Microsoft Office Suite, Banking applications. The job of Accounts Receivable will be to reconcile across all platforms.
Ensure compliance with Company standards and required industry practices for information security
Research payment inquiries
Assist with special projects as needed.
Performs other duties, as assigned
Minimum Qualifications (Education, Experience, Skills)
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of this position, the employee is regularly required to talk or hear. The employee frequently is required to use hands or finger, handle, or feel objects, tools, or controls. The employee is occasionally required to stand; walk; sit; reach with hands and arms; climb or balance; and stoop, kneel, crouch, or crawl.
The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this position include close vision, distance vision, color vision, peripheral vision, and the ability to adjust focus. The noise level in the work environment is usually moderate.
Disclaimer
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. This document does not create an employment contract, implied or otherwise, other than an "at will" relationship.
DEPARTMENT: Finance
REPORTS TO: Finance Manager
FLSA: Non-exempt
________________________________________
Position Summary
This position is responsible for performing financial processing transactions relating to incoming payments including creating invoices, tracking payments received, and following up on outstanding payments.
Essential Duties And Responsibilities
Create and send out invoices across multiple programs
Record and reconcile incoming payments made via ACH, Check, EFT, Wire, etc.
Prepare and create remote deposits for incoming check payments
Handle interactions between Finance and other departments to report any payment discrepancies
Performs AR aging tasks to ensure prompt payment of invoices
Process/data entry of payments uses various software applications such as Policy Administration System, Microsoft Office Suite, Banking applications. The job of Accounts Receivable will be to reconcile across all platforms.
Ensure compliance with Company standards and required industry practices for information security
Research payment inquiries
Assist with special projects as needed.
Performs other duties, as assigned
Minimum Qualifications (Education, Experience, Skills)
- Bachelor's degree in finance or accounting
- A minimum of 1-2 years' experience working with data entry, payment processing, document generation and output processing
- A minimum of 1-2 years' experience in creating and managing inbound payments and related financial transactions
- Account balancing and reconciling skills, preferred
- Ability to set up and maintain financial accounts and ledgers.
- Ability to communicate effectively, both orally and in writing
- Proficiency in Microsoft Office Suite, specifically Excel and Word
- Proficiency in Quick Books Online, preferred.
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of this position, the employee is regularly required to talk or hear. The employee frequently is required to use hands or finger, handle, or feel objects, tools, or controls. The employee is occasionally required to stand; walk; sit; reach with hands and arms; climb or balance; and stoop, kneel, crouch, or crawl.
The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this position include close vision, distance vision, color vision, peripheral vision, and the ability to adjust focus. The noise level in the work environment is usually moderate.
Disclaimer
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. This document does not create an employment contract, implied or otherwise, other than an "at will" relationship.
