Cash Receipts Specialist

Bridge Specialty Group•Garden City, NY

1d•$28 - $30•Onsite

About The Position

Bridge Specialty Group is seeking a Cash Receipts Specialist to join our growing team in Garden City, NY. The Cash Receipts Specialist is responsible for managing producer accounting activities, including account cash application and reconciliation, balance resolution, premium corrections, and return premium processing. Collaborate with producers and underwriting teams to resolve discrepancies and ensure accurate financial records.

Requirements

School Diploma or General Education Degree (GED); or one – three months related experience and/or training; or equivalent combination of education and experience.
Proficient with MS Office
Exceptional telephone demeanor
Ability to maintain a high level of confidentiality.

Nice To Haves

Undergraduate degree in business administration, accounting, finance or related field preferred.
Insurance experience preferred.

Responsibilities

Posting daily cash deposits received in a variety of ways (EPAY/ACH/Lockbox/Physical Checks etc..).
Research and proper posting of misapplied/unapplied funds.
Research and resolve credits on account either through proper application or refund processing.
First outreach regarding past due/ bad debt collections.
Assists with DNOC/Cancellation processing and follow-ups.
Applying and contacting agents and/or underwriting with discrepancies.
Assists with corrections and day-to-day accounting issues with underwriting teams.
Answer questions from agents regarding balances & work with them on getting issues resolved.
Cross-trained accounting functions to help fill-in covering vacations, illness, or any other absence.
May perform other duties as assigned.