What are the responsibilities and job description for the Billing and Accounts Receivable Specialist position at Kirk Miller Insurance Agency?
Billing & Accounts Payable Coordinator
Responsibilities:
Billing:
- Generate invoices accurately and in a timely manner.
- Verify billing data to ensure correctness and completeness.
- Resolve billing discrepancies and issues.
- Communicate with customers/producers regarding billing inquiries or concerns.
- Maintain billing records and documentation.
Accounts Payable:
- Process carriers’ invoices for payments.
- Verify and reconcile invoices with policies and endorsements.
- Initiate payments to carriers via checks, ACH, or wire transfers.
- Resolve discrepancies with vendors and internal departments.
- Maintain accounts payable records and vendor files.
Financial Reporting and Analysis:
- Assist with month-end and year-end closing activities.
- Provide financial reports and analysis related to billing and A/P functions.
Systems and Process Improvement
- Utilize accounting software to manage invoices, payments, and financial data.
- Identify opportunities for process improvements and efficiencies.
- Participate in system upgrades or implementations related to billing and A/P.
Compliance and Audit
- Ensure compliance with company policies and procedures.
- Assist with audits related to billing and accounts payable functions.
- Maintain confidentiality of financial information and adhering to security standards.
Communication and Collaboration
- Work closely with operations, corporate and other departments.
- Provide support and information to internal stakeholders as needed.
Qualifications:
- Minimum of 2 year of Accounts Payable, Billing and/or Accounting experience required; any experience working in the insurance industry a plus
- Proficiency with Microsoft Office Suite and Accounting software
- Demonstrate excellent written and verbal communication skills, including the ability to interact effectively with both internal teams and external parties (customers and carriers)
- Attention to detail
- Strong organizational skills
Job Type: Full-time
Pay: $50,000.00 - $70,000.00 per year
Benefits:
- 401(k) matching
- Dental insurance
- Health insurance
- Vision insurance
Schedule:
- 8 hour shift
- Monday to Friday
Ability to Relocate:
- San Diego, CA 92131: Relocate before starting work (Required)
Work Location: In person
Salary : $50,000 - $70,000
