Accounts Receivable Specialist (Hybrid) - San Diego, CA (92101)
February 13 San Diego, California AlliantPosition Description:
At Alliant Insurance Services, we thrive on creating employee benefits solutions built on the idea that health makes growth possible.
As top tier professionals dedicated to solving our clients' health and welfare insurance challenges, Alliant team members deliver an unrivaled depth of service, and our unique approach enables us to help clients stay resilient and turn change into opportunity.
This position is a chance to join a dynamic, expanding company with prospects for individual and career growth.
As one of the 10 largest insurance brokerage firms in the U.S., Alliant provides property and casualty, workers' compensation, employee benefits, surety, and financial products and services to clients nationwide.
More information is available at > .
SUMMARY Responsible for receiving, posting, and depositing customer payments; direct bill commissions, cash receipts, researching, and solving payment discrepancies.
Hybrid schedule - in-office on Tuesdays.
ESSENTIAL DUTIES AND RESPONSIBILITIES Processes checks payable to the company's trust and operating accounts.
Deposits checks and posts to appropriate customer accounts or general ledger accounts.
Deposits direct bill cash receipts, based on the accompanying statements, and posts commissions to the direct bill cash receipts screen.
Research all commissions received without a policy number to determine which Producer should receive the commission.
Follows up with insurance companies related to unpaid commissions or other accounting problems that arise within the scope of the position.
Handles all requests for account corrections and/or transfers.
Prepares and distributes daily Cash Receipts to Producers.
Prepares month-end reconciliations and reports.
Notifies Account Managers of all NSF checks and stop payments.
Other duties as assigned.
QUALIFICATIONS EDUCATION / EXPERIENCE High School diploma or equivalent combination of education and experience Two (2) or more years of accounts receivable experience SKILLS Excellent verbal and written communication skills Ability to organize and prioritize workload Basic knowledge of accounting terms Ability to file and operate general office equipment Ability to work within a team and to foster teamwork Proficient in Microsoft Office products #LI-DR2


