Digital Insurance-posted 10 months ago
Mid Level
New York, NY
Insurance Carriers and Related Activities

The Senior AR/Collections Analyst is responsible for preparing accounts receivable estimates, supporting the collection efforts for the employee benefits business, and assisting with month-end close tasks. This role involves reviewing commission history to reconcile payment and billing dates, identifying and troubleshooting potential billing challenges, auditing books of business under management, documenting payment cycles, handling inquiries from various stakeholders, running administrative reports, and performing ad hoc reporting and special projects as assigned by management.

  • Review commission history to reconcile payment and billing dates.
  • Identify and troubleshoot potential billing challenges to assist in the timely and accurate collection of outstanding receivables.
  • Audit books of business under management to ensure all cases are receiving commissions.
  • Document payment cycles, billing cycles and error reports in order to assist with revenue tracking and account maintenance.
  • Handle inquiries from acquisition, partnerships or internal producers and advisors.
  • Routinely run administrative reports and analyze for inconsistencies.
  • Identify discrepancies from reports and communicate with the appropriate internal department.
  • Perform ad hoc reporting and special projects as assigned.
  • Strong analytic skills, attention to detail, accuracy, and follow-through.
  • Demonstrated ability to identify issues in payment trends, analyze issues and determine appropriate solutions/resolve.
  • Excellent verbal and written communication skills.
  • Strong customer service skills.
  • Ability to multi-task and thrive in a fast paced environment.
  • Bachelor's degree in Accounting, Finance, or related area.
  • Expert level of proficiency with Microsoft Excel.
  • Experience with Microsoft Office D365 preferred.
  • 3-5 years of experience in a similar financial position.
  • Health benefits
  • Wellbeing benefits
  • Retirement benefits
  • Paid time off
  • Overtime pay for non-exempt employees
  • Robust learning and development programs
  • Reimbursement of job-related expenses
  • Employee perks and discounts
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