Location: Remote • Arizona, Florida, Idaho, Illinois, Kansas, Kentucky, Nevada, North Carolina, Ohio, Oklahoma, South Carolina, Tennessee, Texas, Utah, Virginia • 🇺🇸 United States
Accurately and efficiently process a high volume of invoices, ensuring timely billing and compliance with internal standards
Manage and document refund requests, communicating professionally and promptly with policyholders to resolve issues
Prepare and analyze monthly reports on departmental error rates and revenue performance for leadership review
Review and remit biweekly carrier payables, ensuring accuracy and timeliness in disbursements
Process weekly chargebacks, document related activity, and coordinate policy cancellations as necessary
Generate accounts receivable (AR) statements and reports by consolidating data from multiple systems
Prepare and distribute weekly intents to cancel, cancellation notices, and write-off documentation in accordance with policy timelines
Submit outstanding account balances to third-party collections agencies as appropriate
Investigate chargebacks and apply findings to associated policies to ensure accurate records and resolution
Issue agency billing refunds and perform monthly reconciliation of financial payments in line with company policies
Apply incoming payments to customer, broker, and internal accounts with precision and consistency
Review financial details of finance agreements and submit completed documentation to the contract processor for finalization
Requirements
Bachelor’s degree in Accounting or equivalent experience
2+ years’ experience in the accounting field, with demonstrated proficiency in general ledger management, financial reporting, and compliance with accounting standards
Prior experience in insurance agency accounting or financial services
Familiarity with agency billing, collections, and reconciliation processes
Experience with accounting software; familiarity with VUE, AMS, or similar agency management systems is a plus
Extensive experience with Microsoft Excel, including advanced functions such as pivot tables, VLOOKUP, INDEX/MATCH, and data analysis tools
Benefits
Health, dental, and vision plans
Amazing work-life balance with 4 weeks of Paid Time Off
10 Paid Company Holidays with 2 floating holidays
401K Programs with employer match
Personal assistance programs for support in a healthy personal and work life
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.