Lead Accounts Receivable Specialist

Brookfield Wealth Solutions, Ltd•Albany, NY

6d•$67,218 - $78,438•Onsite

About The Position

We are looking for a highly capable Lead Accounts Receivable Specialist to join our team and work from our Omaha, NE office. Reporting to the Billing Services & Collections Director, this role serves as the senior subject matter expert within the Accounts Receivable function and plays a critical role in ensuring the effectiveness, governance, and continuity of Accounts Receivable operations. This position is responsible for managing a portfolio of agency and producer accounts while providing advanced support for billing, collections, account management, issue resolution, and financial control activities. The role is responsible for executing and monitoring assigned SOX-related controls, maintaining compliance with established policies and procedures, and supporting operational continuity within the Accounts Receivable department. The Lead Accounts Receivable Specialist provides technical guidance and process support to team members, assists with complex account issues, and contributes to process improvement initiatives. Employees in this role are required to accurately record all hours worked and submit timesheets in accordance with company policy. Overtime may be assigned as business needs dictate, and employees are expected to work overtime when required. This is a 100% in-office position. Candidates must be able to work on-site at a designated company office during scheduled hours.

Requirements

High School Diploma or equivalent required.
Typically requires a minimum of six (6) years of Accounts Receivable, billing, collections, accounting, or related financial operations experience.
Formal vocational, technical, business, or accounting education combined with several years of related experience may be considered in lieu of traditional experience requirements.
Requires advanced knowledge of operational systems, procedures, and Accounts Receivable practices typically gained through extensive experience and/or education.
Strong knowledge of billing, collections, account reconciliation, and cash application processes.
Working knowledge of internal controls, financial compliance requirements, and SOX-related processes.
Ability to analyze and resolve complex account issues and discrepancies.
Strong organizational, analytical, and problem-solving skills.
Effective written and verbal communication skills.
Proficiency with Microsoft Office applications and financial/accounting systems.
Ability to prioritize work, meet deadlines, and maintain accuracy in a fast-paced environment.
Applicants must be legally authorized to work in the United States. At this time, we are not able to sponsor or assume sponsorship of employment visas.

Nice To Haves

Property & Casualty insurance industry experience is preferred.
Bachelor's degree in Accounting, Finance, Business Administration, or a related field preferred.
Experience supporting internal controls, audit activities, or SOX compliance preferred.

Responsibilities

Manage assigned agency and producer account portfolios, including billing, collections, account reconciliation, and issue resolution.
Monitor outstanding receivables and perform collection activities to support timely payment and cash flow objectives.
Investigate and resolve complex account discrepancies, billing issues, and customer inquiries.
Maintain accurate account records and support month-end and year-end Accounts Receivable activities.
Execute and maintain responsibility for assigned SOX-related financial controls.
Prepare and maintain documentation supporting control activities and audit requirements.
Identify and escalate compliance, control, or process issues in accordance with established procedures.
Support adherence to company policies, financial controls, and regulatory requirements.
Serve as a subject matter expert for Accounts Receivable processes, systems, and procedures.
Provide technical guidance and knowledge sharing to team members on complex issues.
Assist with onboarding, training, and process documentation efforts.
Support process improvement initiatives and participate in projects impacting billing and collections operations.