Accounts Receivable Analyst responsible for preparing estimates and supporting collections within employee benefits. Collaborating on month-end close tasks and handling inquiries for accurate billing.
Responsibilities
Preparing accounts receivable estimates
Supporting the collection efforts for the employee benefits business
Assisting with month-end close tasks
Review commission history to reconcile payment and billing dates
Identify and troubleshoot potential billing challenges
Audit books of business under management
Document payment cycles, billing cycles and error reports
Handle inquiries from acquisition, partnerships or internal producers and brokers
Routinely run administrative reports and analyze for inconsistencies
Identify discrepancies from reports and communicate with the appropriate internal department
Communicate with the Broker Transfer and Commission Teams for reconciliation of accounts
Ad hoc reporting and special projects
Additional responsibilities assigned by management
Requirements
Bachelor’s degree in Accounting, Finance, or related area
Expert level of proficiency with Microsoft Excel
Experience with Microsoft Office D365 preferred
1-3 years of experience in a similar financial position
Benefits
health, pharmacy, long and short-term disability, vision, dental and other insurance solutions
reimbursement of job-related expenses per the company policy
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