Accounts Receivable Specialist

Job Description

Accounts Receivable Specialist | Alliant Insurance Services

The Tone:
This is a hybrid role at Alliant Insurance Services. Alliant Insurance Services is one of the top five largest insurance brokerage firms in the U.S., building employee benefits solutions focused on health and growth. This role is vital for accurately processing customer payments and commissions, directly supporting the company’s financial operations and ensuring seamless client service.

The TL;DR
• Role: Early Career
• Location: Hybrid

• Mission: Responsible for receiving, posting, and depositing customer payments, including direct-bill commissions, and researching and solving payment discrepancies.
• Tech Stack: Microsoft Office products

What You’ll Actually Do
• Payments: Process and deposit checks for the company’s trust and operating accounts, then post them to the appropriate customer or general ledger accounts.
• Commissions: Deposit direct-bill cash receipts based on accompanying statements and post commissions to the direct bill cash receipts screen.
• Discrepancy Resolution: Research commissions received without policy numbers to determine the correct Producer and follow up with insurance companies regarding unpaid commissions or other accounting problems.
• Account Management: Handle all requests for account corrections, transfers, and notify Account Managers of any NSF checks or stop payments.
• Reporting: Prepare and distribute daily Cash Receipts to Producers and complete month-end reconciliations and reports.

The Must-Haves
• Background: High School diploma or equivalent combination of education and experience, with basic knowledge of accounting terms.
• Experience: Two (2) or more years of accounts receivable experience.
• Skills: Excellent verbal and written communication skills, ability to organize and prioritize workload, ability to work within a team and to foster teamwork, proficient in Microsoft Office products, and ability to file and operate general office equipment.