Accounts Receivable Specialist (Hybrid)
Alliant Insurance Services•San Diego, CA
•Hybrid
About The Position
Responsible for receiving, posting, and depositing customer payments; direct-bill commission cash receipts; researching and solving payment discrepancies.
Requirements
- High School diploma or equivalent combination of education and experience
- Two (2) or more years of accounts receivable experience
- Excellent verbal and written communication skills
- Ability to organize and prioritize workload
- Basic knowledge of accounting terms
- Ability to file and operate general office equipment
- Ability to work within a team and to foster teamwork
- Proficient in Microsoft Office products
Responsibilities
- Processes checks payable to the company's trust and operating accounts
- Deposits checks and posts to appropriate customer accounts or general ledger accounts
- Deposits direct bill cash receipts, based on the accompanying statements, and posts commissions to the direct bill cash receipts screen
- Researches all commissions received without a policy number to determine which Producer should receive commission
- Follows up with insurance companies related to unpaid commissions or other accounting problems that arise within the scope of the position
- Handles all requests for account corrections and/or transfers
- Prepares and distributes daily Cash Receipts to Producers
- Prepares month-end reconciliations and reports
- Notifies Account Managers of all NSF checks and stop payments
- Other duties as assigned
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
High school or GED
