Agency Bill Specialist - Remote

OneDigital

13d•$55,000 - $60,000•Remote

About The Position

Most of our clients have built their companies from the ground up. OneDigital has too. We stand alongside these business owners, providing peace of mind that if the unthinkable happens, they are protected. We are their trusted partner to help them manage risks from weather, injuries or other unforeseeable surprises. This gives our clients the ability to focus on what’s most important to them and their employees: doing their best work and living their best lives. If you are looking for a career where you are helping people and businesses thrive, even during times of uncertainty, OneDigital is the right career for you. Our Newest Opportunity: The Agency Bill Specialist plays a pivotal role in the organization's financial operations. This position requires the consistent exercise of discretion and independent judgment in applying and interpreting Company policies, and implementing operational improvements related to the Company’s financial well-being. The Agency Bill Specialist is responsible for executing and optimizing accounting processes to ensure the smooth and accurate flow of financial operations. This role is also responsible for collaborating with other departments and stakeholders on financial matters.

Requirements

Strong organizational, analytical and interpersonal skills
Strong verbal and written communication skills
Ability to maintain confidentiality
Ability to thrive in a fast-paced environment
Ability to work effectively across multiple internal functional groups
Ability to make accurate, independent decisions based on data provided
Experience in property and casualty insurance brokerage operations preferable
Intermediate level of proficiency with Microsoft Excel

Responsibilities

Execute and self-manage a variety of accounting transactions within the AMS system, including entering and posting client payments to the appropriate client policy based on the remittance, scanning checks and tracking ACH payments, and preparing the company and broker premium payable reconciliations using the carrier statement or broker invoice and the premium payables report
Communicate to the servicing staff on discrepancies between the carrier/broker invoices and invoiced items, and on unmatched payments
Complete tasks by the deadlines so that carrier and broker payments are sent timely to ensure policies do not lapse due to non-payment
Review the Agency Bill Accounting workgroup activities in the AMS system (including check requests and carrier/broker statements/invoices) to ensure activities are being addressed and closed timely
Monitor and maintain correspondence with carriers/brokers regarding discrepancies, past due payments, payment support, and return premiums
Oversee and monitor the assigned client receivable accounts to ensure timely collection of premium payments and payments to carriers and brokers
Review the unapplied cash report weekly and collaborate with internal and external stakeholders to ensure payments are being posted timely
Review the company/broker aged payables report on a timely basis to ensure carriers/brokers are being paid on time
Act as a frontline process optimizer by providing ongoing feedback on the development and implementation of AMS system modifications to enhance operational efficiency and effectiveness
Maintain accurate and organized accounting records and documentation
Complete other month-end close tasks as needed