Accountants Receivable - HYBRID

DB Insurance Co., Ltd. • Anaheim, CA

3d • $26 - $31 • Hybrid

About The Position

DB Insurance is seeking a detail-oriented and reliable Accounts Receivable candidate to join our team! In this role, you will play a key part in ensuring the timely collection of premiums, and maintaining the accuracy and integrity of our customer financial records. The ideal candidate is not only meticulous and resourceful, but also proactive in identifying process improvements and resolving account discrepancies. A strong foundation in general financial accounting, premium reconciliation, and basic Statutory Accounting Principles (SAP) is highly desirable.

Requirements

• Bachelor’s degree in Accounting, Finance, or a related field or relevant work experience
• Minimum 1+ years of accounting or accounts receivable experience, ideally within the insurance or financial services industry.
• Solid understanding of billing workflows, cash applications, and basic GAAP/SAP financial standards.
• Proficiency in Microsoft Office, with strong intermediate-to-advanced skills in Excel (vlookups, pivot tables).
• Excellent analytical, problem-solving, and communication skills for handling collections and client inquiries.
• A self-driven and proactive individual who takes ownership of their work and values attention to detail.

Nice To Haves

• Ideally within the insurance or financial services industry.

Responsibilities

• Manage the daily accounts receivable workflow, including posting cash receipts, processing payments, and applying credits.
• Conduct month-end closing processes for accounts receivable, reconciling subsidiary ledgers to the general ledger and resolving discrepancies.
• Monitor outstanding balances, track aging reports, and proactively communicate with outside vendors regarding collections.
• Research and resolve billing inquiries, payment discrepancies, and unapplied cash issues.
• Handle inbound customer calls and emails, providing support for billing inquiries, payment issues, policy information, and general account-related questions.
• Perform monthly bank reconciliations by comparing bank statements to accounting records and investigating any discrepancies.
• Provide support for other accounting and operational functions as needed.

Benefits

• Medical (PPO), dental (PPO), vision (PPO), and life insurance covered 100% by the company and 50% for dependents
• Paid time off and sick leave
• 13 annual paid holidays
• 401(k) plan with up to 4% company match
• Flexible Spending Account (FSA) & Dependent Care FSA
• Quarterly Fringe Benefit reimbursements
• Job-related training reimbursement
• Casual dress code

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level