Manage the daily accounts receivable workflow, including posting cash receipts, processing payments, and applying credits.
Conduct month-end closing processes for accounts receivable, reconciling subsidiary ledgers to the general ledger and resolving discrepancies.
Monitor outstanding balances, track aging reports, and proactively communicate with outside vendors regarding collections.
Research and resolve billing inquiries, payment discrepancies, and unapplied cash issues.
Handle inbound customer calls and emails, providing support for billing inquiries, payment issues, policy information, and general account-related questions.
Perform monthly bank reconciliations by comparing bank statements to accounting records and investigating any discrepancies.
Provide support for other accounting and operational functions as needed.

Bachelor’s degree in Accounting, Finance, or a related field or relevant work experience
Minimum 1+ years of accounting or accounts receivable experience, ideally within the insurance or financial services industry.
Solid understanding of billing workflows, cash applications, and basic GAAP/SAP financial standards.
Proficiency in Microsoft Office, with strong intermediate-to-advanced skills in Excel (vlookups, pivot tables).
Excellent analytical, problem-solving, and communication skills for handling collections and client inquiries.
A self-driven and proactive individual who takes ownership of their work and values attention to detail.

Medical (PPO), dental (PPO), vision (PPO), and life insurance covered 100% by the company and 50% for dependents
Paid time off and sick leave
13 annual paid holidays
401(k) plan with up to 4% company match
Flexible Spending Account (FSA) & Dependent Care FSA
Quarterly Fringe Benefit reimbursements
Job-related training reimbursement
Casual dress code

Accounts Receivable

Key skills