Accounts Receivable Specialist

Insight Global; Omaha (NE); On-site; USD 42,000 - 56,000; Full time

Job summary

Insight Global is seeking an Accounts Receivable Specialist in Omaha, NE. The role focuses on managing a portfolio of customer accounts, performing reconciliations, and resolving payment discrepancies to maintain accurate cash flow.

Responsibilities include communicating with agents, brokers, and customers, following prescribed training to meet performance goals, and ensuring productivity and accuracy standards are met. Strong Excel and insurance-related office experience are desired.

Qualifications

• High School Diploma required.
• Microsoft Office Suite, especially Excel, experience preferred.
• Agency billing experience is required.
• Office experience including insurance industry experience preferred.

Responsibilities

• Balance customer accounts while communicating effectively with internal and external business partners
• Perform reconciliation of unapplied cash to open receivables, offsetting transactions, and initiating disbursements where applicable
• Review agent, broker, and customer payment discrepancies to determine origin
• Initiate appropriate actions with Underwriting and partners to approve payment terms and resolve disputes
• Handle customer service inquiries via multiple channels
• Understand and execute performance goals through prescribed training
• Achieve prescribed productivity and accuracy standards

Skills

Excel

Agency billing

Office experience

Education

High School Diploma

Tools

Microsoft Office Suite

Job description

Job Description

Job Responsibilities:The Accounts Receivable Specialist is responsible for managing a portfolio of customer accounts, including account maintenance and reconciliation activities. The role includes responsibility for follow-up with agents, business partners and direct insureds on questions involving specific billings and payments to facilitate accurate cashflow. Performance must be maintained as prescribed in Performance Goals outlined by Accounts Receivable team Supervisor or Manager within the Specialty Division of company.

• Balance customer accounts while communicating effectively with internal and external business partners
• Perform reconciliation of unapplied cash to open receivables, offsetting transactions, and initiating disbursements where applicable
• Reviews agent, broker, and customer payment discrepancies to determine origin
• Initiates appropriate action based on analysis working with Underwriting and agents, brokers, and customers to approve payment terms and resolve disputes
• Effectively and efficiently handle customer service inquiries via multiple channels
• Understanding and expertise to execute on assigned Performance Goals via following prescribed training guidelines
• Achieve prescribed productivity standards
• Achieve prescribed accuracy standards

Skills and Requirements

• High School Diploma
• Microsoft Office Suite (Excel)
• Agency billing experience
• Office experienceinsurance experience

We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal employment opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment without regard to race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or the recruiting process, please send a request to [e-mail].