Senior Accounting Analyst – Direct Bill

Amwins Group; Charlotte (NC); On-site; USD 70,000 - 100,000; Full time

Job summary

Amwins Group in Charlotte, NC seeks a Senior Accounting Analyst - Direct Bill to support management in safeguarding assets through AR transactions, reconciliations, and applying funds. This role reports to the Direct Bill Leadership Team and collaborates with internal and external clients to uphold service quality.

The position requires a Bachelor’s degree in Accounting or Finance (or equivalent), AR/ Cash Application experience, and strong analytical, organizational, and communication skills.

Qualifications

• Bachelor’s degree in Accounting or Finance or equivalent work experience.
• Experience in accounting processes (Cash Application/Accounts Receivable).
• Strong organizational skills and attention to detail.
• Analytical and problem-solving abilities; able to prioritize in a high-volume environment.
• Effective written and verbal communication with internal and external clients.
• Experience in Insurance Industry accounting, processes, and terminology.

Responsibilities

• Reconcile, apply, and manage a workload of incoming UAC and Direct Bill statements.
• Request direct bill commission invoicing per protocol.
• Monitor and respond promptly to direct bill commission inquiries from clients.
• Collaborate with leadership to handle broker inquiries.
• Identify and resolve discrepancies in subledger/AR Workbooks with clients and staff.
• Process adjustments and write-offs within authorized thresholds.
• Escalate aged items per protocol; mentor staff and host team trainings.
• Assist with ad hoc projects and developing business metrics.

Skills

Accounting

Accounts Receivable

Cash Application

Analytical skills

Communication

Attention to detail

Multi-tasking

Insurance industry knowledge

Education

Bachelor's Degree (Accounting or Finance)

Job description

2550 West Tyvola Road Suite 600 Charlotte, North Carolina 28217

The Senior Accounting Analyst - Direct Bill supports management in the monitoring and safeguarding of company assets, achieved through maintaining of Accounts Receivable transactions, account reconciliation, applying funds received and/or the processing of UAC (unapplied cash). Effectively communicates with internal and external customers, while successfully maintaining a high level of customer service. This position reports directly to the Direct Bill Leadership Team.

Responsibilities

• Reconcile, apply, manage a workload of incoming UAC and other Direct Bill Commission statement activities.
• Request direct bill commission invoicing as needed according to direct bill hybrid protocol
• Monitor and respond promptly to direct bill commission inquiries from clients
• Work with leadership team to manage broker inquires
• Identify and resolve accounting discrepancies within the accounting subledger/AR Workbooks and work with clients and AR analysts to provide resolution
• Process adjustments and write-offs within analyst authorized threshold
• Escalate aged accounts and reconciling items according to protocol
• Train and mentor staff
• Host Team Training Sessions for the entire team
• Assist with ad hoc projects and other duties assigned by the leadership team
• Assist management with identifying and developing business metrics

Qualifications

• Bachelor’s Degree (Accounting or Finance preferred) or equivalent work experience
• Experience in Accounting processes (Cash Application/Accounts Receivable)
• Excellent organization skills and attention to detail required
• Strong analytical and problem-solving skills
• Ability to multi-task and actively manage and prioritize workload in a high-volume environment
• Ability to effectively communicate, both written and verbally, with internal and external clients
• Experience in Insurance Industry accounting, business processes, and terminology

Voluntary Self-Identification

For government reporting purposes, we ask candidates to respond to the below self-identification survey.Completion of the form is entirely voluntary. Whatever your decision, it will not be considered in the hiringprocess or thereafter. Any information that you do provide will be recorded and maintained in aconfidential file.

As set forth in Amwins Group’s Equal Employment Opportunity policy,we do not discriminate on the basis of any protected group status under any applicable law.

If you believe you belong to any of the categories of protected veterans listed below, please indicate by making the appropriate selection.As a government contractor subject to the Vietnam Era Veterans Readjustment Assistance Act (VEVRAA), we request this information in order to measurethe effectiveness of the outreach and positive recruitment efforts we undertake pursuant to VEVRAA. Classification of protected categoriesis as follows:

A "disabled veteran" is one of the following: a veteran of the U.S. military, ground, naval or air service who is entitled to compensation (or who but for the receipt of military retired pay would be entitled to compensation) under laws administered by the Secretary of Veterans Affairs; or a person who was discharged or released from active duty because of a service-connected disability.

A "recently separated veteran" means any veteran during the three-year period beginning on the date of such veteran's discharge or release from active duty in the U.S. military, ground, naval, or air service.

An "active duty wartime or campaign badge veteran" means a veteran who served on active duty in the U.S. military, ground, naval or air service during a war, or in a campaign or expedition for which a campaign badge has been authorized under the laws administered by the Department of Defense.

An "Armed forces service medal veteran" means a veteran who, while serving on active duty in the U.S. military, ground, naval or air service, participated in a United States military operation for which an Armed Forces service medal was awarded pursuant to Executive Order 12985.