Accounts Payable/Receivable Specialist (TEMPORARY role to cover parental leave)

Temporary role providing coverage during a leave of absence to support day-to-day transactional activities across both payables and receivables functions for the agency.

Responsibilities

• Execute routine accounts payable and accounts receivable activities in accordance with established procedures and timelines.
• Process vendor invoices and assist with carrier-related payment preparation, ensuring documentation is complete, properly coded, and routed for appropriate approvals.
• Assist with invoice review, approval tracking, and payment setup in accordance with established authorization guidelines.
• Support invoicing activities for agency bill and direct bill business, including preparation and distribution of client invoices as directed.
• Retrieve and record direct bill commission statements on a daily basis based on funds received, ensuring activity is recorded in the agency management and accounting systems in accordance with established procedures.
• Track and confirm that all direct bill commission statements have been processed and provided to the Senior Accounts Receivable Specialist for review prior to month-end close.
• Assist with cash application activities by posting client payments to the appropriate invoices, policies, and accounts.
• Research and help resolve unapplied cash, short pays, overpayments, returned payments, and basic posting discrepancies, escalating items as needed.
• Assist with reconciliations of accounts payable and accounts receivable balances to agency management systems, carrier account current statements, and general ledger accounts.
• Prepare supporting schedules and documentation for variance review by senior team members.
• Escalate discrepancies, unusual items, or unresolved issues to the Senior Accounts Payable Specialist or Senior Accounts Receivable Specialist.
• Support collection activities by preparing aging reports, following up on routine items, and coordinating with Client Service teams as directed.
• Assist with carrier statement review by gathering data, confirming invoice status, and supporting reconciliation efforts.
• Provide coverage for accounts payable and accounts receivable functions during team member absences, vacations, or peak workload periods.
• Maintain organized documentation to support internal review, audit, and compliance requirements.
• Participate in cross-training across accounts payable and accounts receivable functions to build functional depth and flexibility.
• Assist with documenting standard operating procedures and process updates.
• Support process improvement or system enhancement initiatives as directed.

Requirements

• 1–3 years of experience in accounts payable, accounts receivable, billing, or related financial operations roles.
• Prior experience in an insurance agency, professional services, or financial services environment preferred.
• Experience working with accounting systems or agency management platforms preferred.
• Exposure to invoicing, cash application, payment processing, commission recording, or reconciliation activities preferred.
• Associate’s degree in Accounting, Finance, Business, or a related field required, or an equivalent combination of education and relevant work experience.

Skills

• Excellent attention to detail with the ability to follow established procedures and meet operational deadlines.
• Basic understanding of accounts payable and accounts receivable processes.
• Ability to learn insurance agency billing concepts, including agency bill and direct bill workflows.
• Familiarity with invoice processing, payment posting, commission recording, and basic reconciliation concepts.
• Ability to accurately enter and maintain financial data in accounting and agency management systems.
• Strong organizational and time management skills with the ability to manage recurring tasks and shifting priorities.
• Ability to identify discrepancies or incomplete information and escalate appropriately.
• Clear written and verbal communication skills.
• Ability to collaborate effectively with internal team members and follow established escalation paths.
• Reliable, accountable, detail-oriented, and eager to learn.
• Willingness to perform hands-on transactional work and support team needs.
• Driven, accountable, detail-oriented, critical thinking skills, and a self-starter with a strong sense of ownership.
• Willingness to perform hands-on execution work while continuously improving processes and controls.

Pay

$20/hour