Insurance Accounting Senior Associate

HUB International • Brentwood, TN

10d • Hybrid

About The Position

The Senior Cash Application Associate is a key contributor within our Accounting Operations team, responsible for the accurate and timely processing of all incoming cash receipts across multiple payment types. This role requires a high degree of attention to detail, sound judgment, and a strong commitment to process integrity. The position operates in a fast-paced, high-volume environment where precision directly impacts downstream financial operations, carrier payment obligations, and policyholder coverage continuity.

Requirements

• Required a minimum of 3 years of experience in cash application, accounts receivable, or a related accounting operations role
• High school diploma/GED required (College degree preferred)
• Demonstrated experience processing high-volume payment types including ACH, wire, EFT, and credit card
• Excellent attention to detail and accuracy in a high-volume, time-sensitive environment
• Strong organizational skills and ability to prioritize competing daily tasks effectively
• Demonstrated proficiency working with Microsoft Office; ability to work across multiple accounting and banking platforms
• Experience in insurance accounting, managing general agent (MGA), or financial services environments preferred
• Clear and professional written and verbal communication skills; ability to work across accounting, operations, collections, payables, and treasury functions

Responsibilities

• Review, identify, and apply all incoming ACH, wire, and EFT deposits on a daily basis with a high degree of accuracy and timeliness
• Reconcile online payment batch files (credit card and EFT) against actual bank deposit totals daily
• Process direct bill commission cash uploads; forward unmatched items and confirm posting in the applicable accounting system
• Log any cash that cannot be immediately identified on the unapplied cash tracking sheet the same day of receipt; distribute to defined stakeholder group daily
• Actively follow up on all unapplied cash items daily; document all contacts and steps taken and escalate items unidentified beyond defined thresholds to management immediately
• Perform daily reconciliation of entries posted in the accounting system against actual deposit detail to confirm accuracy of posting
• Maintain and reconcile the internal payments log daily as a key internal control; distribute cash posting completion communication with supporting reconciliation detail to stakeholders at end of each business day
• Execute return EFT processing per established procedures when returned items are received
• Review and approve outgoing ACH payments as required (secondary approval role)
• Utilize available remittance documentation and shared resources to identify and match incoming payments, including high-volume third-party remittances
• Engage cross-functional teams proactively to resolve payment identification questions
• Monitor and respond to the accounting email inbox in a timely manner throughout the business day; answer phone inquiries routed to the accounting team
• Maintain complete and accurate documentation for all cash transactions and research activities; support the ongoing development of formal cash application process documentation
• Research, track, and resolve cash application discrepancies; ensuring assigned tasks are completed within service level agreements

Benefits

• Competitive compensation
• Hybrid work environment
• Customizable flexible benefits & company matching RRSP contributions
• Generous PTO package - vacation time, sick, and paid day off for your birthday
• Progressive work environment at a rapidly growing organization
• Growth potential
• Ongoing personal and professional development opportunities
• Comprehensive wellness programs
• Customized hands-on training that fosters team building/camaraderie and provides in person support.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: High school or GED