Cash Specialist, Remote

Overview

This role supports the Surplus & Specialty Lines (S&S) Division, which develops customized coverage solutions for complex exposures, difficult-to-insure risks, and niche segments of the market.

The organization is seeking a Cash Specialist for the Cash Application Team. The position involves ensuring collected insurance premium is applied to the correct customer account and policy transaction within established timelines, while providing excellent customer service in a fast-paced environment.

Responsibilities

• Assist the Cash Team with researching and processing daily cash receipt details into the appropriate receivable system for the correct customer account and policy transaction.
• Assist the Cash Team in reconciling remittances to accounts receivable balances.
• Support unapplied cash application.
• Review unapplied/unallocated reports regularly to clear unapplied items.
• Correct misapplied cash as needed.
• Process cash transfers.
• Perform daily/monthly cash balancing.
• Assist with premium/commission discrepancies and overpayments/underpayments.
• Enter payment requests into the check processing system.
• Answer customer service phone calls and emails within established guidelines.
• Complete projects or duties as assigned by the Manager.
• Communicate customer service issues to the Manager.
• Assist the Manager with updating and documenting workflow processes and changes.

Requirements

• High school diploma.
• 3+ years of accounts receivable and general accounting experience.
• Knowledge of accounts receivable and general accounting principles.
• Proven ability and aptitude with Microsoft Office (Word, Excel, Outlook).
• Excellent verbal and written communication skills, with above-average math skills.
• Ability to work in a fast-paced environment and prioritize workload.
• Attention to detail.
• Experience providing excellent customer service to internal and external stakeholders.
• Willingness to comply with departmental policies and procedures, including authority levels, to meet risk management controls.

Preferred Qualifications

• Associate’s degree.
• Property & Casualty experience.

Compensation & Benefits

• Competitive compensation package.
• Generous 401K employer match.
• Employee Stock Purchase plan with employer matching.
• Generous Paid Time Off.
• Excellent benefits beyond health, dental & vision, focused on whole-family wellness, including physical, mental, and financial wellbeing.
• Tuition reimbursement, industry-related certifications, and professional training for career development.
• Opportunity to participate in discretionary equity (stock) and/or performance-based variable pay programs.
• Annualized base pay for the advertised position (located in the specified area) ranges from a minimum of $32,700.00 to a maximum of $61,500.00.

Location

Remote (per posting).