What are the responsibilities and job description for the Accounting Specialist position at Triumph Financial?
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At Triumph, a member of the Triumph Financial portfolio of brands, we believe the strength of our commitment is reflected in product innovation and the strategic partnerships we've established. That's why we look for team members who work hard to make a difference in their workplace and community. Our goal is to make long-term improvements in everything and everyone we touch. We thrive on providing exceptional customer service, and we look for friendly professionals dedicated to helping customers achieve their financial goals.
Position Summary
The Accounting Specialist will be responsible for day-to-day billing activities for agency bill and direct policies and carrier statements. The Accounting Specialist will interact daily with the account management and service teams to ensure all accounts are billed accurately and in a timely manner. This role will routinely identify and report on monthly performance indicators and help prioritize management tasks consistent with defined strategy and plan objectives. This person will provide feedback to management in order to help develop better billing & accounting processes as the team grows.
Essential Duties & Responsibilities
Gathering information to properly invoice new and renewal policy activity.
Learning and navigating through all aspects of the agency management system with regard to payables & receivables.
Developing and implementing workflows for the daily billing operations of the agency.
Working with multiple Carriers & MGAs to resolve discrepancies in monthly statements.
Prepare and analyze reports to ensure billing activity was completed in an accurate and timely manner.
Independently handle inquiries, research problems, process transactions, and develop solutions to billing related issues.
Provide assistance to both internal and external customers and team members to develop solutions to billing problems and arrange payment plans to collect premiums.
Ensure documentation of account notes are current and complete.
Act as a liaison for billing research & problem resolution with both service representatives and bookkeeping teams.
Provide guidance to team members and administrative direction on billing related issues.
Participate in some special projects, processes, and / or assignments as business needs dictate.
Other duties as assigned.
Skills & Abilities
Minimum of 2-3 years in the billing & accounting. Experience specific to insurance industry is preferred.
High School diploma or GED equivalent required.
College degree a plus.
Proficient in the use of Microsoft Office Products : Excel, Word, Outlook PowerPoint. Familiar with the use of AMS360 a plus but not required.
Able to perform well under pressure
Strong written and verbal communication skills
High attention to detail
Proven ability to work independently with minimal supervision
Basic understanding that will evolve of insurance and receivables business processes preferred.
Basic understanding of how individual / team responsibilities impact cash flow and financial reporting preferred.
Ability to follow processes and procedures and help develop new processes and procedures to help the company become more efficient
Work Environment
The work environment characteristics described here maybe encountered while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Moderate noise (i.e. business office with computers, phone, and printers, light traffic).
Ability to work in a confined area.
Ability to sit at a computer terminal for an extended period of time. Occasional stooping or kneeling may be necessary.
While performing the duties of this job, the employee is regularly required to stand, sit, talk, hear and use hands and fingers to operate a computer keyboard and telephone.
Specific vision abilities are required by this job due to computer work.
Light to moderate lifting is required.
Regular, predictable attendance is required.
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We offer Medical, Dental, Vision, Paid Time Off, 401k and much more.
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