Accounts Receivable Accounting Assistant
Core
Perform accounting duties including posting cash deposits, resolving misapplied funds, processing credits/refunds, and initiating collections on past due accounts.
Role type
Accounts Receivable Accounting Assistant
Builds
Financial records and collections for insurance brokerage operations
Domain
Insurance / Financial Services
Required skills
MS Office proficiency, telephone communication, data accuracy, confidentiality
Preferred skills
Cross-functional accounting support, agent relations
Responsibilities
Post daily cash deposits (EPAY/ACH/Lockbox/Checks), research and post misapplied funds, resolve account credits and refunds, initiate outreach for past due/bad debt collections, assist with DNOC/cancellation processing, contact agents/underwriters regarding discrepancies, answer agent balance inquiries, cover cross-trained accounting functions.
Seniority
Entry-level, individual contributor