Accounts Receivables Analyst

Overview

The organization is seeking an Accounts Receivables Analyst to join the accounting team.

This role supports financial transaction processing, payment identification and application, discrepancy resolution, and ongoing AR activities. The position requires strong attention to detail, problem-solving skills, and effective customer service.

Responsibilities

• Discrepancy Resolution: Identify and resolve discrepancies in financial transactions before applying funds to ensure accuracy.
• Operating and Trust Account Exceptions: Handle exceptions related to operating and trust accounts, ensuring proper resolution and documentation.
• Payment Identification & Application: Collaborate with Account Managers to identify payments and facilitate accurate application to corresponding accounts.
• Daily Reconciliation Payment Packet: Perform daily reconciliation between payments received at the bank and receipted in the system; gather supporting evidence and submit for supervisor review.
• Finance Agreement Processing: Process finance agreements for funding in accordance with established procedures.
• Portal Ticket Management: Handle portal tickets, address inquiries, and resolve issues in a timely manner.
• Interoffice Bank Transfers: Facilitate interoffice bank transfers as needed, ensuring proper documentation and compliance.
• Claims/Payment Review: Review and resolve payments posted in the “Claim this Client” system, addressing discrepancies and ensuring accurate accounting.
• Aged Receivables Management: Monitor and manage aged receivables and take proactive steps to resolve outstanding issues.
• Team Support: Provide backup support to team members during peak workloads or absences to maintain workflow continuity.
• Ad Hoc Projects: Assist with ad hoc projects as assigned by management to support departmental goals and initiatives.

Requirements

• Insurance accounting experience required.
• Bachelor’s degree in Accounting, Finance, or related field (preferred).
• 2+ years of experience in accounts receivable or related financial analysis role.
• Strong attention to detail and problem-solving skills.
• Strong customer service skills and background.
• Proficiency using accounting software and the Microsoft Office Suite.
• Excellent written and oral communication and interpersonal skills.
• Ability to work independently and meet deadlines.
• Adaptability to changing processes and willingness to learn.

Compensation & Benefits

Benefits are designed to support overall well-being, including:

• Health Benefits: Medical/Rx, Dental, Vision, Life Insurance, Disability Insurance
• Financial Benefits: ESPP, 401k, Student Loan Assistance, Tuition Reimbursement
• Mental Health & Wellness: Free Mental Health and Enhanced Advocacy Services
• Beyond Benefits: Paid Time Off, Holidays, Preferred Partner Discounts and more

Enrollment waiting periods or eligibility criteria may apply to certain benefits. Benefit details may vary for subsidiary entities or specific geographic locations.

Location

Not specified in the provided description.