Accounts Receivable Specialist — Growth & Collaboration

Alliant Insurance Services; San Diego (CA); On-site; USD 28,000 - 39,000; Full time

Job summary

Alliant Insurance Services in San Diego seeks an Accounts Receivable Clerk to support payment processing, direct-bill deposits, and commission postings. You will ensure accurate posting to customer accounts and general ledger, and assist with month-end close.

The role requires attention to detail, ability to research discrepancies, and collaboration with producers and account managers. We offer growth opportunities and a competitive benefits package.

Qualifications

• High School diploma or equivalent.
• Two (2) or more years of accounts receivable experience.
• Strong verbal and written communication skills.
• Ability to organize and prioritize workload.
• Basic knowledge of accounting terms.
• Proficient with Microsoft Office products.

Responsibilities

• Processes checks payable to the company's trust and operating accounts.
• Deposits checks and posts to appropriate customer accounts or general ledger accounts.
• Deposits direct bill cash receipts and posts commissions to the direct bill receipts screen.
• Researches all commissions received without a policy number to determine which Producer should receive commission.
• Follows up with insurance companies related to unpaid commissions or accounting problems.
• Handles all requests for account corrections and/or transfers.
• Prepares and distributes daily Cash Receipts to Producers.
• Prepares month-end reconciliations and reports.
• Notifies Account Managers of NSF checks and stop payments.
• Other duties as assigned.

Skills

Excellent verbal & written comms

Organize and prioritise workload

Basic accounting terms

Teamwork and collaboration

Education

High School diploma or equivalent

2+ years accounts receivable experience

Tools

Microsoft Office

Job description

Alliant Insurance Services in San Diego seeks an Accounts Receivable Clerk to support payment processing, direct-bill deposits, and commission postings. You will ensure accurate posting to customer accounts and general ledger, and assist with month-end close.

The role requires attention to detail, ability to research discrepancies, and collaboration with producers and account managers. We offer growth opportunities and a competitive benefits package.