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.