Work on escheatment process with the AR Supervisor
Review Credit on account report on a weekly basis for credits
greater then 60 days. Work with Account Manager to either apply the
credits or have the credit balance returned to the client.
Run cash advance report for all offices periodically during the
month and review with producers and account managers. Allocate
items as necessary to reduce advances.
Work with Accounts Payable Staff Accountant to determine
available credits on the accounts and advise any pertinent details
regarding the accounts/payment plans, etc.
Work with Cash Receipts Staff Accountant to assist in proper
application of incoming payments from/for clients.
Prepare account reconciliation upon request for account manager,
producer, or client.
Provide credit references for clients when requested.
Process account adjustments for all offices when necessary to
clear offsetting invoices, to apply unapplied cash on the account,
to correct posting errors.
Prepare Unpaid Audit report and use as a collection tool to
ensure that audits do not go past 30 days without being paid or
Assist with running Monthly A/R Regional Report. Includes A/R
Analysis for the month.
Knowledge, Skills and Abilities:
1-3 years of progressive experience working in an AR department
with account reconciliation experience required; AS/BA/BS a
Insurance Industry Experience is a plus
Strong work ethic with a defined sense of urgency
Organized self starter that works well in a team environment
Strong attention to detail and retention of pertinent
MS Office and Excel proficiency required
Knowledge of general accounting
Accurate and Fast Data Entry
All qualified applicants will receive consideration for
employment without regard to race, color, religion, sex, sexual
orientation, gender identity, national origin, disability, veteran
EOE including Disability/Veteran