SUMMARY:
The Accounts Receivable Specialist is responsible for designated insurance accounting functions including, but not limited to, accounts receivable processing, tracking, reporting, researching, and communicating delinquent accounts to management and internal customers, recording credit card and ACH payments received from 3rd parties, and supporting collection efforts.
ESSENTIAL FUNCTIONS:
Identify and report delinquent client accounts, working with Account Managers and Producers to determine effective collection methods
Research and correct payment application errors
Apply various credit items to customer accounts.
Issue customer return checks, as requested by Account Managers and/or Execs, as assigned
Prepare monthly analysis and aging of receivables for management
Serve as the administrator of established electronic payment portals
Record all electronic ACH and credit card payments received from third parties
Serve as a fully trained backup, for all functions of the Accounting Administrative Associate position including, but not limited to, opening, sorting, and distributing correspondence, scanning, photocopying, and processing/distributing fax mail and email
Assist with seasonal external auditor requests, as needed
Assist with various department projects, as assigned
Perform all actions relating to the public, customers, and companies in a manner that will avoid issues involving potential errors and omissions
Participate in seminars and other training, as approved by the manager, for knowledge and skill development
ADDITIONAL RESPONSIBILITIES:
This job description is intended to describe the level of work required of the person performing the position.
Essential functions are outlined; however, other duties may be assigned, as needs arise, or as required to support the essential functions.
Specific performance objectives may be developed each year to measure the performance of the tasks and functions listed in this job description.
KNOWLEDGE, SKILLS, AND ABILITIES:
Strong analytical and problem-solving skills
Excellent math skills including the ability to add, subtract, multiply, and divide numbers
Excellent PC skills, with a focus on the Microsoft Office suite of products (Excel, Word, Outlook, Teams, etc.
)
Ability to effectively multi-task and work within a fast-paced, changing priority environment
Self-motivated, with the initiative to prioritize and be self-directed
Regular and punctual attendance is required
Ability to communicate effectively, both verbally, and in writing, and a demonstrated ability to obtain and share information
Excellent interpersonal skills, with the ability to interact effectively with both colleagues and managers, across all levels
Ability to promote, and maintain a team environment, willing to find accommodating solutions for our customers, companies, and the Agency
Ability to successfully adhere to company policies and procedures, as well as maintain strict confidentiality
QUALIFICATIONS:
2-4 Years of previous Accounts Receivable experience preferred
Previous accounting/bookkeeping experience preferred
Previous insurance experience beneficial
Previous Epic system work experience beneficial
WORKING CONDITIONS AND REASONABLE ACCOMMODATIONS:
Fast-paced, multi-tasking, office environment with periodic high disruption and changing priorities
Ability to perform approximately 80% sedentary work, exerting up to 10 pounds of force occasionally, and negligible force frequently
Ability to lift up to 20 pounds occasionally
Requires operation of a computer workstation, including keyboard and video display
All requirements may be modified to reasonably accommodate physical or mental impairment
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