Insurance AR Specialist: Cash Flow & Process Improvement

First Staff Services; Naperville (IL); On-site; USD 42,000 - 64,000; Full time

Job summary

National Insurance Firm is seeking a staff level bookkeeper in Naperville to manage premium receivables with minimal supervision. You will apply cash, handle refunds, and reconcile billing to the general ledger while engaging insureds and agents to resolve discrepancies.

This role emphasizes accuracy in aging, cash flow, and journal entries using PeopleSoft. The ideal candidate has 2–5 years in accounts receivable and some general accounting experience; insurance background is a plus.

Qualifications

• 2–5 years of experience in Accounts Receivable.
• Some prior experience in general accounting.
• Insurance industry experience is a plus.
• Degree preferred but not required.

Responsibilities

• Apply cash to insured accounts and reconcile discrepancies.
• Process refunds after endorsements or cancellations with approval.
• Reconcile Berkley Billing to GL and contact insureds/agents on overdue receivables.
• Manage aging receivables to resolve overdue items.
• Monitor daily cash flow and prepare cash flow reports.
• Prepare General Journal Entries using PeopleSoft.
• Pursue continuous process improvement and establish metrics.

Skills

Interpersonal skills

Accounts receivable

Problem solving

Education

Degree preferred

Tools

PeopleSoft

Job description

National Insurance Firm is seeking a staff level bookkeeper in Naperville to manage premium receivables with minimal supervision. You will apply cash, handle refunds, and reconcile billing to the general ledger while engaging insureds and agents to resolve discrepancies.

This role emphasizes accuracy in aging, cash flow, and journal entries using PeopleSoft. The ideal candidate has 2–5 years in accounts receivable and some general accounting experience; insurance background is a plus.