Senior Accounting Analyst – Direct Bill

Amwins; Charlotte (NC); On-site; USD 70,000 - 90,000; Full time

Benefits offered by this job

Medical

Dental

Vision

401(k) with company match

Paid Time Off

Career advancement opportunities

Employee Assistance Program

Job summary

Amwins Senior Accounting Analyst - Direct Bill supports management in safeguarding company assets through maintaining Accounts Receivable transactions, reconciliations, applying funds received, and processing unapplied cash. This role communicates with clients and internal teams to ensure accuracy and high-quality service.

Reporting to the Direct Bill Leadership Team, the position emphasizes precision, mentorship, and collaboration on projects and metrics across the Direct Bill unit.

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 customer service skills.
• 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 with internal and external clients.
• Experience in Insurance Industry accounting, business processes, and terminology.
• Proficient in Microsoft Office programs (Excel, Outlook, Word, etc.)

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 inquiries
• 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

Skills

Attention to detail

Strong analytical and problem-solving

Excellent communication

Multi-tasking in high-volume env.

Strong customer service

Education

Bachelor's Degree in Accounting or Finance

Tools

Microsoft Office

Job description

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 customer service skills
• 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
• Proficient in Microsoft Office programs (Excel, Outlook, Word, etc.)

The Amwins Advantage: Benefits & Perks Available to Full-Time US Based Employees

• Medical, Dental, Vision available your first day of employment

  • Choice of medical plans through Blue Cross Blue Shield; Kaiser available for CA employees

• Mental health support including:

  • Virtual therapy
  • Digital coaching
  • 24/7 EAP counseling

• Company-paid Basic Life & AD&D Insurance, Short-Term Disability, and Employee Assistance Program

• Health Savings Account with company contributions

• Health Care FSA, Dependent Care FSA, and CommuterBenefits

• Parental Leave and Adoption Assistance

• Voluntary coverage options:

  • Life Insurance
  • Critical Illness
  • Accident
  • Identity Theft Protection

• Retiree medicalbenefitsavailable for Medicare-eligible retirees

• 401(k) with company match

• Generous Paid Time Off and Company Holiday Schedule

• Collaborative, continuing education focused work environment

• Career advancement opportunities