Accounts Receivable

Job Description

Accounts Receivable Specialist

One of the largest independent insurance agencies in the Southeast is seeking an Accounts Receivable Specialist to join their growing team.

You will be responsible for managing the collection of outstanding premiums from clients by generating invoices, tracking payments, following up on overdue accounts, resolving billing discrepancies, and ensuring timely revenue collection, all while adhering to company policies and insurance industry regulations. Must have insurance agency experience. Must have a keen attention to detail and a strong work ethic.

Essential Functions

• Data Entry: Manage day-to-day transactions. Inputting financial data into accounting software, such as invoices, receipts, journal entries, and other financial transactions.
• Accounts Receivable: Managing accounts receivable activities, including generating invoices, monitoring payments from customers, reconciling accounts, and following up on overdue payments.
• General Ledger: Assisting with general ledger accounting tasks, such as posting journal entries, reconciling accounts, and ensuring accuracy of financial records.
• Bank Reconciliation: Reconciling bank statements with company records in EPIC to ensure accuracy of cash balances and identify any discrepancies.
• Expense Management: Processing employee expense reports, verifying expenses, and ensuring compliance with company policies and procedures.
  
  

Knowledge, Skills, And Experience

• Strong working knowledge of accounting principles and practices
• 3-5 years’ experience in an insurance corporate setting preferred
• Proficiency with computerized accounting software and MS Office
• Professional verbal and written communication skills
• Excellent analytical and problem-solving skills with ability to detect inconsistencies
• Strong organizational ability
• Ability to prioritize and self-manage workload
  
  

Education, Licensing And Additional Requirements

• Bachelor’s degree in accounting or equivalent experience
• Team player, highly motivated and detail oriented
• Quickly adaptable to fast-paced environment
• Ability to maintain confidential information
• Strong work ethic and ability to work independently
  
  

Competitive Salary and Great Benefits (medical, dental, vision, 401K)

Hybrid position- 2 days a week onsite

Company laptop and monitors provided