Collections Analyst
Core
Manage end-to-end accounts receivable and collections processes, ensuring timely premium payments, accurate cash application, and financial reporting for insurance clients.
Role type
Collections Analyst
Builds
Accurate financial reporting and smooth cash flow for insurance premium transactions
Domain
Insurance / Finance
Required skills
Accounts receivable reconciliation, customer communication, financial discrepancy investigation, cash application, regulatory compliance, data analysis, Microsoft Office Suite, agency management systems
Preferred skills
Insurance background, agency management systems experience
Responsibilities
Reconcile and analyze Accounts Receivables including suspense accounts and aging reports; Manage outstanding account balance communication via phone, email, and letters; Partner with outside collection agencies on unresolved balances; Communicate with insureds, agents, and internal departments to resolve billing issues; Ensure accurate cash application of incoming payments and investigate discrepancies; Issue and reconcile premium payments, broker commissions, state taxes, and credit refunds; Handle reissues, voids, stop payments, and escheatments; Support month-end close activities including journal entries and account reconciliations; Assist with internal and external audit requests.
Seniority
Junior to Mid-level, hands-on IC
