What are the responsibilities and job description for the Accounts Receivable Associate position at Imperial PFS?
Accounts Receivable Associate
You’re legendary. We’re hiring. Let’s talk!
Apply today for an opportunity to join one of North America’s top insurance premium financing companies. Since 1977, our company has grown to more than 500 Associates and 30 locations across the United States, Puerto Rico, and Canada.
Every day, we work to deliver on our Corporate Mission Statement: “To be the market leader by delivering innovative financial and technology solutions to help our Customers, partners, and investors achieve their goals.”
How do we do that? By empowering and encouraging our Associates to provide products and legendary Customer service unparalleled in our industry.
For Our Associates
- At the office: Based on your location, we offer parking and commuter benefits programs to help make your commute a little easier.
- Getting started: We offer a comprehensive paid training program that will make you feel prepared and excited about your role.
- Staying healthy: Our wellness program, LiveWell, combined with our Employee Assistance Program (for when you need confidential support), help you keep an eye on short and long-term goals and any bumps that pop up along the way. We are also proud to offer subsidies to support your health and fitness goals by providing gym membership subsidies.
- Preparing for your future: Imperial PFS offers a 401(k) with a company match
- Company culture: Our Associates are the foundation of our company and we want you to enjoy working here! With company lunches, corporate outings, and even the occasional ice cream truck, you never know what will pop up to make your day.
- Peace of mind: Our insurance benefits include medical, prescription, dental, voluntary vision, voluntary life/dependent life, group term life, and AD&D.
JOB SUMMARY:
A successful Accounts Receivable Associate will help to nurture profitable program entity relationships such that Customers value our premium finance services and we achieve superior, sustainable financial returns. The Accounts Receivable Team is responsible for all incoming cash, checks, money orders, wire transfers and any other form of monetary receipts. Monetary receipts are applied to customer loan accounts, bank deposits (i.e. remote deposit) and cash file downloads completed and reconciled daily.
This full-time position requires a highly organized, analytical professional who is cognizant of deadlines and diligent with follow-up tasks. Strong problem-solving skills and attention to detail are required.
KEY RESPONSIBILITIES:
- Identify incoming client, agent, general agent, and insurance carrier check payments
- Scan checks for remote deposit via bank software
- Prepare bank files for import into our payment system
- Review and post receipt exception items
- Complete daily cash reconciliation spreadsheet for Accounting
- Process bank return transactions
- Process adjustment and correction requests
REQUIRED SKILLS:
- Job relevance: At least 1-3 years cash related experience; 10-key by touch
- Aptitude: Demonstrates a readiness and quickness in learning new processes
- Attitude: Displays a positive outlook and commitment to job responsibilities
- Initiative: Volunteers readily; undertakes self-development activities; seeks increased responsibilities; ask for and offers help when needed
- Judgment: Displays willingness to make decisions; exhibits sound and accurate judgment; supports and explains reasoning for decisions
- Quality: Demonstrates accuracy and thoroughness; looks for ways to improve and promote quality; applies feedback to improve performance; monitors own work to ensure quality
- Skills: Maintains attention to detail and uses knowledge and training effectively and readily in execution of work tasks
- Customer Service: Demonstrates the ability to communicate clearly and professionally with internal and external customers
EDUCATION QUALIFICATIONS:
College degree or related experience
