Accounts Receivable Assistant

About the role

Responsible for the full cycle of the Accounts Receivable function, including the processing and posting of payments, reporting and follow-up of outstanding broker premiums, and resolving of customer issues. Maintain an up-to-date Accounts Receivable system with primary focus on cash application.

Responsibilities

• Enter, reconcile, and allocate cash receipts, which include wires, ACH, credit cards, and checks
• Help prepare checks for deposit by researching invoices to be applied to and coding for proper account to be deposited into
• Backup to person that processes check deposits to the bank via a scanner
• Daily retrieval of electronic wire transfers from the bank as well as 2 Lockbox accounts
• Contact clients on all invoicing issues by phone and/or email; issues could be related to over- or short-pay or scenarios where amounts received don't match invoice balances
• Assist with processing return premiums to the Accounts Payable department and clearing of offsetting invoices
• Run and distribute daily Accounts Receivable aging within department and to underwriters when requested
• Print, review, and mailing of monthly broker statement and follow-up with brokers on overdue accounts
• Assist with customer inquiries
• Contribute to ongoing process improvement by proposing/implementing solutions to process or service obstacles

Qualifications

• Strong Excel skills, able to filter, create formulas, create V-Look ups a must
• Strong MS Suite of products skills

Pay

$46,600-$64,000 (includes geographic adjustments, where applicable). The hired applicant will be offered pay within the entire range based on the candidate's geographic location, qualifications, work experience, education, and/or skill level.