Accounts Receivable Specialist (Hybrid)

Alliant Insurance Services; San Diego (CA); Sur place; USD 28 000 - 39 000; Plein temps

Résumé du poste

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.

Responsabilités

• 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.

Connaissances

Excellent verbal & written comms

Organize and prioritise workload

Basic accounting terms

Teamwork and collaboration

Formation

High School diploma or equivalent

2+ years accounts receivable experience

Outils

Microsoft Office

Description du poste

At Alliant Insurance Services, we thrive on creating employee benefits solutions built on the idea that health makes growth possible. As top tier professionals dedicated to solving our clients' health and welfare insurance challenges, Alliant team members deliver an unrivaled depth of service, and our unique approach enables us to help clients stay resilient and turn change into opportunity. This position is a chance to join a dynamic, expanding company with prospects for individual and career growth.

As one of the 5 largest insurance brokerage firms in the U.S., Alliant provides property and casualty, workers' compensation, employee benefits, surety, and financial products and services to clients nationwide.

More information is available at www.alliant.com.

Summary

Responsible for receiving, posting, and depositing customer payments; direct-bill commission cash receipts; researching and solving payment discrepancies.

Essential Duties And 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, based on the accompanying statements, and posts commissions to the direct bill cash 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 other accounting problems that arise within the scope of the position;
• 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 all NSF checks and stop payments;
• Other duties as assigned.

Qualifications

EDUCATION / EXPERIENCE

• High School diploma or equivalent combination of education and experience
• Two (2) or more years of accounts receivable experience

Skills

• Excellent verbal and written communication skills
• Ability to organize and prioritize workload
• Basic knowledge of accounting terms
• Ability to file and operate general office equipment
• Ability to work within a team and to foster teamwork
• Proficient in Microsoft Office products

We are proud to provide comprehensive, high quality employee programs to meet employees' needs now and in the future, including a very competitive financial package. We encourage you to explore what we have to offer.

Alliant Insurance Services, Inc. is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment based on their qualifications and ability without regard to race, color, religion, sex (including pregnancy, childbirth, breastfeeding, sexual orientation, and gender identity), national origin, ancestry, physical or mental disability, medical condition, marital status, age, genetic information, or status as a protected veteran, in accordance with applicable federal, state, and local laws, including California law.

Applicants are protected under Federal law from discrimination. If you need an accommodation to complete the application process or would like to review these materials in an alternative format, please reach out to [e-mail]

For more information on Alliant Insurance Service's benefits, please visit www.alliant.com/about/careers/benefits