Accounting Specialist – Accounts Receivable

Job Description

Accounting Specialist – Accounts Receivable | Insurance Office of America

The Tone:
This is a hybrid role at Insurance Office of America, located in Longwood, FL, requiring one day per week in the office. Insurance Office of America is an established company dedicated to supporting its clients and internal operations through robust financial management. This role is crucial for maintaining accurate financial records, ensuring timely processing of cash receipts, and resolving discrepancies to support the organization’s financial health and operational efficiency.

The TL;DR
• Role: Early Career
• Type: Full-time
• Location: Hybrid, Longwood, FL
• Pay: $17–$20 hourly
• Team: Supports operational teams and leadership
• Mission: Owns the accurate application of client payments, reconciliation of accounts, and resolution of discrepancies to maintain precise financial records.
• Tech Stack: MS Office (Outlook, Word, Excel), Applied EPIC

What You’ll Actually Do
• Banking Activity Monitoring: Monitor daily banking activity and Accounts Receivable communications to identify client premium payments for application.
• Cash Application: Apply cash deposits accurately within the general ledger and client accounts receivable records, ensuring timely posting.
• Payment Reconciliation: Research and resolve discrepancies between cash receipts, customer accounts, and general ledger activity in collaboration with operations teams.
• Accounts Receivable Analysis: Monitor unapplied cash reports and aging reports, identifying outstanding items and facilitating timely resolution.
• Documentation Management: Compile, organize, and electronically archive supporting documentation related to cash receipts, deposits, and receivable transactions.

The Must-Haves
• Background: Associate’s degree in Accounting, or Bachelor’s degree in Accounting, Finance, Business, or a related field, with basic accounting knowledge.
• Experience: 1-3 years of administrative or payroll experience with basic accounting knowledge.
• Skills: Proficiency in MS Office (Outlook, Word, Excel) with above average proficiency in Excel; exceptional communication, time management, prioritization, and independent work skills; detail-oriented, accurate, and able to meet tight deadlines.
• Bonus: Insurance industry experience, Applied EPIC (agency management system/general ledger) proficiency.