Accounting Specialist

Aston Carter•Neenah, WI

2d•$24 - $26•Onsite

About The Position

The Accounting Specialist (Accounts Receivable & Accounts Payable Associate) plays a key role within the Finance team by ensuring the accuracy and integrity of financial transactions. The position focuses primarily on accounts receivable activities, including the accurate application of customer payments, resolution of payment issues, and maintenance of clean and reliable receivable records. The role also provides backup and peak-period support to accounts payable operations, contributing to timely financial reporting, proper general ledger activity, and strong internal controls over cash handling, receipts, and disbursements.

Requirements

High school diploma required.
2–4 years of combined Accounts Payable and Accounts Receivable experience.
Demonstrated experience in data entry, invoicing, and processing customer payments and checks.
Hands-on experience with accounts receivable processes, including insurance billing and invoices.
Experience supporting accounts payable functions and related finance activities.
Strong analytical skills with the ability to research and resolve payment discrepancies and unapplied cash.
Strong organizational skills with the ability to manage multiple tasks and priorities.
Effective written and verbal communication skills for interacting with carriers, internal teams, and retail agents.
Proficiency in Microsoft Office, especially Excel and Word, including the ability to navigate spreadsheets and perform basic calculations.
Ability to multitask, work under pressure, and maintain accuracy and attention to detail.
General understanding of accounting and finance concepts, including checks and balances and basic tax calculations.

Nice To Haves

Associate degree in Business or a related field preferred.
Experience with Nexsure or AMS360 insurance agency management systems.
Insurance or agency billing experience, particularly in an accounts receivable context.
Familiarity with commission processing and working with carriers and retail agents.
Comfort working in a collections or finance environment and collaborating with collections teams.
Interest in contributing to process improvements within accounts receivable and accounts payable operations.

Responsibilities

Accurately apply customer payments to accounts within Nexsure in a timely and consistent manner.
Process and deposit mailed checks, ensuring all documentation, posting steps, and related records are complete and accurate.
Prepare and send daily Positive Pay reports to the Treasury function for checks issued on the previous business day.
Manage EPAY batch processing, coordinating closely with Collections and Finance teams, and post receipts in Nexsure.
Track outstanding checks older than 30 days, investigate status, and follow up as necessary to resolve open items.
Research and resolve payment discrepancies, unapplied cash, and related issues to maintain clean accounts receivable records.
Record direct bill commission payments received from carriers in an accurate and timely manner.
Communicate with carriers to obtain missing or delayed commission statements and ensure complete documentation.
Generate and download commission statements for internal personnel and retail agents as required.
Prepare and mail commission checks for retail agents, ensuring accuracy of amounts and supporting documentation.
Work with retail agents to collect and verify required banking details and W-9 forms.
Provide support for accounts payable processing during peak periods or when backup coverage is needed, following established procedures and controls.
Contribute to timely financial reporting and proper general ledger activity by maintaining accurate, up-to-date records.
Adhere to internal controls related to cash handling, receipts, disbursements, and reconciliations.
Collaborate with Finance, Collections, and other internal teams to resolve issues and improve processes.
Maintain a high level of attention to detail while managing multiple tasks and deadlines.