Cash Specialist, Remote

Overview

This role supports the Cash Application Team within the Surplus & Specialty Lines (S&S) Division. The position focuses on researching, applying, and reconciling collected insurance premium cash receipts to the correct receivable systems, customer accounts, and policy transactions within established timelines, while providing responsive 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 to the correct customer account and policy transaction.
• Reconcile remittances to account 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, partnering with the Cash Team and collector(s).
• Enter payment requests into the check processing system.
• Answer customer service phone calls and emails within established guidelines.
• Perform 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 and 3+ years of accounts receivable and general accounting experience.
• Knowledge of accounts receivable and general accounting principles.
• Proven ability and aptitude with the Microsoft Office suite of programs (Word, Excel, and Outlook).
• Excellent verbal and written communication skills and above average math skills.
• Ability to work in a fast-paced environment and prioritize workload.
• Demonstrated attention to detail.
• Experience providing excellent customer service both internally and externally.
• Ability to follow departmental policies and procedures, including authority levels, to comply with risk management controls.

Preferred Qualifications

• Associate 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.
• Career development support, including tuition reimbursement, industry-related certifications, and professional training.
• Opportunities for community involvement, including a matching donation program, volunteer opportunities, and an employee-driven corporate giving program.

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. Actual compensation is determined by various factors, including market pay for the job level and responsibilities, required skills, and employee contribution (performance). The range is regularly reviewed and adjusted based on prevailing market conditions. You may also have the opportunity to participate in discretionary equity (stock) based compensation and/or performance-based variable pay programs.

Location

For California Residents Only: Information collected and processed as part of your career profile and any job applications you choose to submit are subject to privacy notices and policies associated with the hiring process.