What are the responsibilities and job description for the Accounts Receivable Operations Coordinator position at Horace Mann?
This position will be hybrid out of the Cherry Hill, NJ office (onsite for first several months before moving to hybrid). It is not a remote position.
The Accounts Receivable Operations Specialist will perform critical day-to-day billing management of accounts for Benefit Consultants Group (BCG) and agents. This includes but is not limited to invoicing, payment application, account monitoring/reconciliation, execute on multiple workflow processes, and resolution to billing inquiries in an accurate and timely manner. Ensure compliance of all accounting processes and corporate controls (SOX, SOC-1, SEC and FINRA regulations).
Responsibilities and Objectives
- Prepare and execute daily billing management processes for BCG, schools, and agents to keep organization on track, on time and in good standing with our valued clients
- Prepare, create, and generate invoices/statements utilizing fee schedules, billable items, third-party administrator, and service/plan termination documents
- Daily tracking and processing of all incoming payments, bank rejections, issued credits and/or discounts
- Prepare monthly and quarterly reports in support of additional fee billing (i.e., distribution and paper statement fees, rebates, etc.)
- Perform and/or assist in required monthly account balancing/reconciliation of established draft cycle processing
- Ensure daily review and execution of all established workflow processes (i.e., new client, assignment of billing cycles, 5500 authorization and verification)
- Assist in money movement and/or ACH from operational accounts on third party platforms (i.e., Mid-Atlantic Trust and MATRIX)
- Assist in preparation of monthly accrual and year end reporting
- Routine maintenance of cycle codes/recurring billing spreadsheets for cyclical billing
- Review, research and provide detailed resolution to all billing inquiries and/or requests including but not limited to emails and call center tickets in a timely manner
- Review, research and provide support documentation for specialized plans
- Assist with the review and support of executing on aging accounts
- Communicates discrepancies, complies with all accounting and corporate controls (SOX, SOC-1, SEC and FINRA regulations)
- Interacts in a cooperative and professional manner with all levels of employees, customers, and vendors in person, on phone, via email and written correspondence
- Identify, submit, and effectively communicate any hardware, software or access issues utilizing the appropriate IT tools as well as to leadership
- Perform and/or assists in special assignments from management, support division and corporate initiatives
Required and Preferred Skills
- Bachelor’s degree in finance, accounting, or equivalent experience
- Two to three years successful work experience in an accounts receivable position or equivalent operations/office work experience required
- Familiarity with Workday and SAGE 100 preferred
- Understanding of basic principles of finance, accounting, and bookkeeping
- Strong Microsoft Office skills in particular Excel, Outlook, and Word
- Strong verbal and written communication skills
- Strong mathematical skills
- Superb time management, highly detail oriented and self-starter
- Ability to work collaboratively as well as independently depending on the task/assignment
- Must be able to work additional hours as necessary
Pay Range:
$22.31 - $32.91/hour
Salary is commensurate to experience, location, etc.
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Salary : $22 - $33
