Accounts Receivable Specialist (Hybrid)

Posted Yesterday
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San Diego, CA, USA
Hybrid
25-26 Hourly
Junior
Insurance
The Role
Processes customer and commission payments, deposits checks, posts receipts to customer and general ledger accounts, researches payment discrepancies, follows up on unpaid commissions, handles account corrections and transfers, distributes daily cash receipt reports, prepares month-end reconciliations, and notifies account managers about NSF checks and stop payments.
Summary Generated by Built In

At Alliant Insurance Services, we thrive on creating employee benefits solutions built on the idea that health makes growth possible. As top tier professionals dedicated to solving our clients' health and welfare insurance challenges, Alliant team members deliver an unrivaled depth of service, and our unique approach enables us to help clients stay resilient and turn change into opportunity. This position is a chance to join a dynamic, expanding company with prospects for individual and career growth.

As one of the 5 largest insurance brokerage firms in the U.S., Alliant provides property and casualty, workers' compensation, employee benefits, surety, and financial products and services to clients nationwide.
More information is available at www.alliant.com.


SUMMARY
Responsible for receiving, posting, and depositing customer payments; direct-bill commission cash receipts; researching and solving payment discrepancies.  

 
ESSENTIAL DUTIES AND RESPONSIBILITIES

Processes checks payable to the company's trust and operating accounts;

Deposits checks and posts to appropriate customer accounts or general ledger accounts;

Deposits direct bill cash receipts, based on the accompanying statements, and posts commissions to the direct bill cash receipts screen;

Researches all commissions received without a policy number to determine which Producer should receive commission;

Follows up with insurance companies related to unpaid commissions or other accounting problems that arise within the scope of the position;

Handles all requests for account corrections and/or transfers;

Prepares and distributes daily Cash Receipts to Producers;

Prepares month-end reconciliations and reports;

Notifies Account Managers of all NSF checks and stop payments;

Other duties as assigned.
 

QUALIFICATIONS
EDUCATION / EXPERIENCE

High School diploma or equivalent combination of education and experience

Two (2) or more years of accounts receivable experience

 
SKILLS

Excellent verbal and written communication skills

Ability to organize and prioritize workload

Basic knowledge of accounting terms

Ability to file and operate general office equipment  

Ability to work within a team and to foster teamwork 

Proficient in Microsoft Office products
#LI-DR2

We are proud to provide comprehensive, high quality employee programs to meet employees' needs now and in the future, including a very competitive financial package. We encourage you to explore what we have to offer.
For immediate consideration for this position, please click on the "Apply" button.
Alliant Insurance Services, Inc. is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment based on their qualifications and ability without regard to race, color, religion, sex (including pregnancy, childbirth, breastfeeding, sexual orientation, and gender identity), national origin, ancestry, physical or mental disability, medical condition, marital status, age, genetic information, or status as a protected veteran, in accordance with applicable federal, state, and local laws, including California law.

Applicants are protected under Federal law from discrimination. If you need an accommodation to complete the application process or would like to review these materials in an alternative format, please reach out to [email protected]
For more information on Alliant Insurance Service's benefits, please visit www.alliant.com/about/careers/benefits

Skills Required

  • High school diploma or equivalent combination of education and experience
  • Two or more years of accounts receivable experience
  • Excellent verbal and written communication skills
  • Ability to organize and prioritize workload
  • Basic knowledge of accounting terms
  • Ability to file and operate general office equipment
  • Ability to work within a team and foster teamwork
  • Proficiency in Microsoft Office products
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The Company
HQ: Irvine, CA
4,047 Employees
Year Founded: 1925

What We Do

Alliant Insurance Services is among the largest and fastest-growing insurance brokerage and consulting firms in the United States. Fueled by entrepreneurialism and driven by results, Alliant operates on the belief that more is possible and expectations are meant to be exceeded. Our clients and partners have profound confidence in us to deliver in all market climates through the design and delivery of innovative solutions and services across a broad range of industry verticals. Our people stand as the backbone of our organization. We proudly employ a team of diverse, driven, and exceptional people and invest heavily in their success, giving our brokerage and consulting teams the freedom and resources they need to help their clients grow their businesses to remarkable heights. The result is a dynamic team of professionals who consistently perform at the highest level, while caring and giving back to causes that impact their communities and the world at large. Alliant is built on teamwork and collaboration, a philosophy that has guided our growth and evolution for almost 100 years. We rise together to meet challenges, think together to drive innovation, and thrive together in our business and in the diverse communities where we operate.

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