Cash Analyst II

Starr Insurance • Philadelphia, PA

7d

About The Position

The Cash Specialist II is responsible for identifying daily cash receipts by policy number for application in the receivable system. The role also resolves unapplied cash transactions through internal and external follow-up as needed.

The position supports payment posting and application, investigates broker documentation, responds to requests from brokers, underwriters, and management, and contributes to reporting, compliance, system testing, and process enhancements. The company offers training and development opportunities and is committed to an inclusive workplace.

Requirements

• 3–5 years of experience.
• Bachelor’s degree in Finance or Accounting.
• Proficiency in Excel.
• Team player.
• Strong analytical skills.
• Ability to work with minimal supervision.
• Proactive approach to resolving problems.
• Strong attention to detail and accuracy.
• Ability to identify and suggest ways to improve existing processes.

Nice To Haves

• Experience with Workday is preferred.

Responsibilities

• Identify cash receipts at the policy and company level.
• Prepare a daily cash log of payments used for posting and applying payments.
• Document unapplied cash transactions.
• Review broker backups and help resolve unapplied and unidentified cash.
• Send emails and follow up to resolve unapplied cash.
• Respond to requests from brokers, underwriters, and management.
• Issue various reports.
• Ensure compliance with corporate policies.
• Perform special projects as required.
• Provide backup support as needed.
• Participate in and support system testing and process enhancements.

Benefits

• First-class training and development opportunities.

What This Job Offers

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