AR Specialist Supervisor

USI Insurance Services; Dallas, Northern (TX, KY); Hybrid; USD 70,000 - 95,000; Full time

Job summary

USI Insurance Services is seeking an AR Supervisor-Specialist in Dallas to lead a team of accountants, coach staff, and oversee credit balances, invoice corrections, and reconciliations. You will drive process improvements and training initiatives to ensure high-quality outputs.

The role emphasizes collaboration with Operations and Sales staff to resolve complex account information and ensure timely performance. Strong Excel and MS Office skills are essential.

Qualifications

• Five or more years of progressive Commercial AR experiences.
• 2-4 years in a leadership role in an accounting environment.
• 2-4 years coaching, training, and assessing employees for the purpose of ensuring compliance with department/company policies and procedures.
• Strong Excel skills and MS Office proficiency required.

Responsibilities

• Supervise AR Specialist team to meet department quality standards and expectations.
• Interview, train, and coach AR Specialist.
• Facilitate AR huddle, daily chat, and coaching sessions with Operations Manager.
• Manage the Invoice Correction process and ensure compliance with standards.
• Oversee credit tracking/return process for credits over 120 days.
• Prepare account reconciliations and manage multi-bill allocations.
• Utilize reports to monitor response times to tasks and emails.
• Coordinate with peers and management for timely resolution of check requests.

Skills

Commercial AR

Leadership

Coaching

Training

Data entry

Attention to detail

General accounting

MS Office

Tools

Excel

Job description

General Description

The AR Supervisor-Specialist is supervise the work product and support the performance of his/her team of accountants to ensure department quality standards are met and exceeded.

Oversight Responsibilities

• Interview (New Hires), Train, and Coach AR Specialist
• Facilitate AR Huddle and Daily Chat
• Facilitate ongoing coaching, training, and scorecard meetings (in tandem with AC Operations Manager) to ensure team member compliance with company policies and procedures
• Facilitate training for new hires and remediation training.
• Track training schedule for all team members
• Develop training opportunities for the team to ensure up to date skill and knowledge base to perform duties as assigned.
• Track department metrics and make appropriate adjustments as needed to work load assignments

Duties

• Manage the Invoice Correction process and ensure compliance with department standards and strategic goals.
• Manage the credit tracking/return process to ensure credits over 120 days are returned in a timely manner.
• Perform duties related to credit review for assigned region(s)
• Ensure unclaimed property filing is completed in a timely manner by working with outside vendor.
• Prepare account reconciliations as needed for account managers, producers, or clients
• Manage the Multi-Bill allocation process
• Utilize historical and real time reporting to ensure compliance with response time to tasks and emails per the department standard.
• Work with peers and management to facilitate timely resolution of check requests.

Knowledge

· The AR Supervisors-Specialist will act as a subject matter expert in all matters related to client credit balances, invoice corrections, unclaimed property, and account reconciliations.A successful team member will be required to facilite meetings with internal clients (Operations and Sales staff) to ensure timely resolution of complex account information.

Skills and Abilities

• Five or more years of progressive Commercial AR experiences.
• 2-4 years of previous experience working in a leadership role in an accounting environment, an accounting shared service experience is a bonus.
• 2-4 years experience coaching, training, and assessing employees for the purpose of ensuring compliance with department/company policies and procedures
• Exceptional Excel skills and MS Office proficiency required
• Strong work ethic with a defined sense of urgency
• Organized self-starter that works well in a team environment
• Strong attention to detail and retention of pertinent information
• Knowledge of general accounting
• Accurate and Fast Data Entry

USI is committed to providing a full-suite of competitive benefits for our growing population and its diverse needs. We offer a wide range of health, welfare and financial benefits including medical, wellness, dental and vision, 401(k), flexible spending and health savings accounts, short and long-term disability, life insurance and other unique employer-sponsored and voluntary programs. USI also offers a generous paid time off policy, paid family leave benefit as well as paid holiday time .