Accounts Receivable Clerk

Duties And Responsibilities

• Process various forms of payments including credit cards, wires/ACH transfers, checks, and eChecks.
• Manage the shared Premium inquiry inbox and respond to inquiries in a timely, professional manner.
• Reconcile daily insurance sales transactions and perform ad hoc reconciliations as needed.
• Process policy cancellations and ensure proper documentation.
• Handle incoming phone calls and provide accurate, courteous assistance.
• Prioritize tasks and set goals aligned with business needs.
• Prepare commission payment cycles and respond to commission-related inquiries.
• Generate and distribute invoices accurately and timely.
• Ensure compliance with HIPAA regulations and participate in ongoing data/privacy security training.
• Perform other duties as assigned.

Qualifications

• A High School Diploma or GED.
• Minimum of 1 year of experience in an Accounts Receivable or similar financial role.
• Experience with reconciliation processes.
• Strong interpersonal, verbal, and written communication skills.
• Proficiency in Microsoft Office applications with above-average data entry skills.

Preferred Skills

• An Associate’s degree in accounting or related field.
• Strong analytical and problem-solving abilities.
• A high attention to detail and accuracy.
• A self-motivated individual with the ability to work independently and maintain a positive attitude.
• Previous experience in the medical insurance industry is a plus.