Accounts Receivable Specialist

CRC Group•Birmingham, AL

17d•Onsite

About The Position

Join a collaborative accounting operations team where accuracy, follow-through, and service excellence directly support the financial health of the business. This is an opportunity for a detail-oriented professional who enjoys research, problem-solving, and working through transactional accounting activities in a structured, team-based environment. The Accounts Receivable Sr. Specialist will gain exposure to foundational accounting operations, partner with experienced team members, and support the resolution of payment, reconciliation, and agent account inquiries across the organization. This role is responsible for executing assigned accounts receivable activities with accuracy, consistency, and attention to detail. The incumbent collects, reviews, analyzes, and researches information to support defined business challenges, applying established procedures and precedents to resolve routine issues. Work is performed under the guidance of more senior professionals, with the expectation that the incumbent demonstrates initiative, communicates effectively with internal and external partners, and escalates complex matters as appropriate.

Requirements

Bachelor’s degree in Accounting, Finance, Business Administration, or a related field, or equivalent education and related experience
Proficiency with Microsoft Office applications, with the ability to learn internal accounting systems and reporting tools

Nice To Haves

Prior experience in accounting operations, accounts receivable, accounts payable, billing, collections, or a related financial operations function preferred
Experience researching and resolving transaction discrepancies, reconciling accounts, or working with financial data preferred

Responsibilities

Review, validate, and process agent payments daily using various internal accounting and payment methods
Verify accuracy of payment support including amounts, invoice balances, and statements
Adhere to company collection policies to support timely collection of payments
Identify and resolve discrepancies within assigned agent accounts while maintaining accurate agency balances in accordance with applicable accounting principles
Escalate and collaborate with senior accountants or team leads to resolve complex or non-routine issues
Communicate with appropriate internal and external partners to research and resolve errors
Monitor issues from identification through resolution and ensure proper procedures are followed
Engage with agents to support account reconciliation, documentation collection, and communication between production teams and agents
Manage a portfolio of insurance agents and support timely receipt of payments in accordance with payment terms
Maintain accurate and up-to-date records of agent information
Respond to agent inquiries and resolve issues related to invoice discrepancies or payment delays
Identify aging items within assigned agencies and coordinate with internal and external partners to support resolution, escalating as needed
Reconcile agent statements
Review transactions within policies and conduct research to identify potential errors or discrepancies
Complete routine research independently while engaging senior accountants for guidance on complex matters
Review reports provided by accounting to identify urgent or late items
Participate in reviews led by senior accountants to support team alignment and timely completion of work
Communicate professionally and effectively across all lines of business
Work closely with all teams to ensure smooth workflow and issue resolution
Maintain organized and detailed records within accounting systems
Participate in department meetings and contribute ideas for process improvements
Stay informed of changes in accounting practices, industry developments, and company policies
Participate in audits and additional projects as requested