Post daily cash receipts – including checks, ACH transfers, credit card payments, and other payment methods – to the correct policyholder accounts accurately and within the clients' contractual agreements
Reconcile payments to invoices and identify discrepancies
Research and resolve unapplied, misapplied, or unidentified payments promptly
Process adjustments, refunds, policy cancellations, and chargebacks as needed
Review and balance daily cash posting batches and reconcile totals with bank activity
Maintain detailed and accurate transaction records
Ensure compliance with company policies and financial controls
Work closely with billing, underwriting, claims, and customer service departments to resolve payment-related issues
Provide assistance to internal teams, customers, or agents regarding payment inquiries, overdue premiums, and account status
Engage with internal teams to support business objectives and continuous improvement initiatives
Contribute to cross-functional projects to streamline and enhance accounting and payment operations
Serve as a point of contact for payment processing questions and escalations
Reconcile cash batches and payment activity with bank statements and internal records
Assist with the identification and resolution of payment discrepancies across internal and external clients
Ensure full adherence to all regulatory, reporting, and internal control requirements
Support audit requests by providing documentation and transaction detail as needed

Associate's degree in Accounting, Finance, Business, or a related field (preferred)
1–3 years of experience in cash posting, accounts receivable, payment processing, or a related accounting role
Prior insurance industry experience is strongly preferred; property & casualty experience a plus
Experience in a multi-entity or high-volume transaction environment preferred
Perform high-volume data entry using 10-key by touch with a high level of speed and accuracy (10,000 KPH)
Exceptional attention to detail and accuracy when handling a high volume of financial transactions
Ability to complete repetitive tasks
Strong organizational skills with the ability to manage multiple tasks and deadlines in a dynamic, fast-paced environment
Excellent analytical thinking and problem-solving abilities, particularly for resolving payment discrepancies
Strong written and verbal communication skills for interacting with internal departments and external clients
Strong working knowledge of cash application, accounts receivable, and basic accounting
Proficiency with Microsoft Excel and Word

Medical, Dental, Vision, Life, Pet
Flexible Spending Account
401K Match
Work-Life Balance: Personal Days, PTO Days, 12 Paid Holidays, Two Paid Days for Volunteer Service, Paid Parental Leave
Short and Long-Term Disability
Employee Support Programs, Including Mental Health
Tuition Reimbursement
Matching Charitable Gift Program
Lucrative Referral Program
Commuter Benefits
Flexibility: Remote and Hybrid Opportunities Available

Accounting Analyst

Key skills