Jobs · Accounting · California

Accounts Receivable Specialist (Hybrid)

Alliant Insurance Services · San Diego, CA · 2 wk ago
AccountingFull-time

About the role

Join a dynamic, expanding company with prospects for individual and career growth. Alliant Insurance Services is one of the 5 largest insurance brokerage firms in the U.S., providing property and casualty, workers' compensation, employee benefits, surety, and financial products and services to clients nationwide.

Responsibilities

  • Process checks payable to the company's trust and operating accounts.
  • Deposit checks and post to appropriate customer accounts or general ledger accounts.
  • Deposit direct bill cash receipts, based on the accompanying statements, and post commissions to the direct bill cash receipts screen.
  • Research all commissions received without a policy number to determine which Producer should receive commission.
  • Follow up with insurance companies related to unpaid commissions or other accounting problems that arise within the scope of the position.
  • Handle all requests for account corrections and/or transfers.
  • Prepare and distribute daily Cash Receipts to Producers.
  • Prepare month-end reconciliations and reports.
  • Notify Account Managers of all NSF checks and stop payments.
  • Other duties as assigned.

Requirements

  • High School diploma or equivalent combination of education and experience.
  • Two (2) or more years of accounts receivable experience.

Skills

  • Excellent verbal and written communication skills.
  • Ability to organize and prioritize workload.
  • Basic knowledge of accounting terms.
  • Ability to file and operate general office equipment.
  • Ability to work within a team and to foster teamwork.
  • Proficient in Microsoft Office products.

Benefits

We provide comprehensive, high quality employee programs to meet employees' needs now and in the future, including a very competitive financial package. For more information on Alliant Insurance Service's benefits, visit www.alliant.com/about/careers/benefits.

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