Accounts Receivable Specialist

CRC Insurance Services, Inc.; Dallas (TX); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Medical, dental, Vision insurance

401(k) with company match

Paid time off

Job summary

CRC Group is seeking an Accounts Receivable Sr. Specialist to join our accounting operations team in Dallas. You will process agent payments, verify support, and maintain accurate records, while resolving discrepancies and communicating across internal and external partners.

The role emphasizes research, attention to detail, and initiative under guidance from senior staff. Excellent collaboration and problem-solving skills are essential for success in a fast-paced environment.

Qualifications

• Requires a Bachelor's degree in Accounting, Finance, Business Administration, or related field.
• Experience in accounting operations, accounts receivable, billing, collections, or related financial ops preferred.
• Proficiency with Microsoft Office and ability to learn internal accounting systems and reporting tools.

Responsibilities

• Process agent payments daily and verify payment support accuracy.
• Resolve discrepancies in agent accounts and escalate complex issues when needed.
• Maintain accurate agent records and respond to inquiries on invoices and payments.
• Research transactions and identify potential errors; assist senior accountants as needed.
• Collaborate with internal teams to ensure smooth workflows and timely issue resolution.
• Participate in audits and process improvement initiatives.

Skills

Accounts Receivable

Detail oriented

Communication

Team collaboration

Research and analysis

Education

Bachelor's degree in Accounting, Finance, Business Administration, or related field

Tools

Microsoft Office

Accounting software

Job description

Birmingham, AL

Charlotte, NC

Dallas, TX

Raleigh, NC

Full time

Regular or Temporary:

Regular

Language Fluency:

English (Required)

Work Shift:

1st Shift (United States of America)

Please review the following job description:

Join a collaborative accounting operations team where accuracy, follow-through, and service excellence directly support the financial health of the business. This is an opportunity for a detail-oriented professional who enjoys research, problem-solving, and working through transactional accounting activities in a structured, team-based environment. The Accounts Receivable Sr. Specialist will gain exposure to foundational accounting operations, partner with experienced team members, and support the resolution of payment, reconciliation, and agent account inquiries across the organization.

This role is responsible for executing assigned accounts receivable activities with accuracy, consistency, and attention to detail. The incumbent collects, reviews, analyzes, and researches information to support defined business challenges, applying established procedures and precedents to resolve routine issues. Work is performed under the guidance of more senior professionals, with the expectation that the incumbent demonstrates initiative, communicates effectively with internal and external partners, and escalates complex matters as appropriate.

KEY RESPONSIBILITIES

The following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not listed below. Specific activities may change from time to time.

Payment Processing

• Review, validate, and process agent payments daily using various internal accounting and payment methods
• Verify accuracy of payment support including amounts, invoice balances, and statements
• Adhere to company collection policies to support timely collection of payments

Discrepancy Resolution and Risk Management

• Identify and resolve discrepancies within assigned agent accounts while maintaining accurate agency balances in accordance with applicable accounting principles
• Escalate and collaborate with senior accountants or team leads to resolve complex or non-routine issues
• Communicate with appropriate internal and external partners to research and resolve errors
• Monitor issues from identification through resolution and ensure proper procedures are followed
• Engage with agents to support account reconciliation, documentation collection, and communication between production teams and agents

Agent Management

• Manage a portfolio of insurance agents and support timely receipt of payments in accordance with payment terms
• Maintain accurate and up-to-date records of agent information
• Respond to agent inquiries and resolve issues related to invoice discrepancies or payment delays
• Identify aging items within assigned agencies and coordinate with internal and external partners to support resolution, escalating as needed
• Reconcile agent statements

Research and Report Management

• Review transactions within policies and conduct research to identify potential errors or discrepancies
• Complete routine research independently while engaging senior accountants for guidance on complex matters
• Review reports provided by accounting to identify urgent or late items
• Participate in reviews led by senior accountants to support team alignment and timely completion of work

Professional Collaboration

• Communicate professionally and effectively across all lines of business
• Work closely with all teams to ensure smooth workflow and issue resolution
• Maintain organized and detailed records within accounting systems

Continuous Improvement

• Participate in department meetings and contribute ideas for process improvements
• Stay informed of changes in accounting practices, industry developments, and company policies
• Participate in audits and additional projects as requested

EDUCATION AND EXPERIENCE

• Bachelor’s degree in Accounting, Finance, Business Administration, or a related field, or equivalent education and related experience
• Prior experience in accounting operations, accounts receivable, accounts payable, billing, collections, or a related financial operations function preferred
• Experience researching and resolving transaction discrepancies, reconciling accounts, or working with financial data preferred
• Proficiency with Microsoft Office applications, with the ability to learn internal accounting systems and reporting tools

General Description of Available Benefits for Eligible Employees of CRC Group:

At CRC Group, we're committed to supporting every aspect of teammates' well-being – physical, emotional, financial, social, and professional. Our best-in-class benefits program is designed to care for the whole you, offering a wide range of coverage and support. Eligible full-time teammates enjoy access to medical, dental, vision, life, disability, and AD&D insurance; tax-advantaged savings accounts; and a 401(k) plan with company match. CRC Group also offers generous paid time off programs, including company holidays, vacation and sick days, new parent leave, and more. Eligible positions may also qualify for restricted stock units and/or a deferred compensation plan.

CRC Group supports a diverse workforce and is an Equal Opportunity Employer that does not discriminate against individuals on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status or other classification protected by law. CRC Group is a Drug Free Workplace.

EEO is the Law (https://www.eeoc.gov/sites/default/files/2022-10/EEOC_KnowYourRights_screen_reader_10_20.pdf) Pay Transparency Nondiscrimination Provision E-Verify (https://www.e-verify.gov/employees/employee-rights-and-responsibilities)

Join CRC Group, a leader in specialty wholesale insurance, and take your career to new heights. We're a dynamic team dedicated to innovation, collaboration, and excellence.

Why CRC Group?

• Growth: Advance your career with our learning and leadership development programs.
• Innovation: Work in a forward-thinking environment that values new ideas.
• Community: Be part of a supportive team that celebrates success together.
• Benefits: Enjoy competitive compensation, health benefits, and retirement plans.

Who We’re Looking For

We seek passionate individuals who thrive in a fast-paced, collaborative environment. If you value integrity and are driven to succeed, CRC Group is the place for you.