Description
Location: Remote, EST/CST TimeZone, hours 8am - 4pm EST
Job Description:
As an Accounts Receivable Analyst, your primary responsibilities will be to review and resolve Patra exceptions in a timely and accurate manner for lockbox, credit cards, wire and ACH payments. This position requires strong analytical, written and verbal skills which will give you the tools necessary to successfully complete your tasks and lend support to your colleagues.
Your pro-active nature, attention to detail, quality and proven organizational skills will provide the basis needed to initiate and work multiple priorities in a fast-paced environment. You are committed to accuracy, excellent customer service, professionalism and going the extra mile.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
- Review electronic bank receipts for lockbox checks, credit card payments, wires and ACH's receipts that are completed by our outsourcing partner--Patra.
- After review, update those receipts and react to any exceptions.
- Weekly follow up to resolve unapplied Cash On Account, update the most current COA report with dated comments.
- Timely and consistent follow up to resolve client premium and payment discrepancies.
- Coordinate finance contracts, process financed premiums and weekly filing of premium finance contracts.
- Review, coordinate and process client refunds as requested.
- Able to research and respond to high volume of inquiries (email & Phone calls) timely and appropriately.
- Service client accounts that require special handling such as Real Estate accounts and Excess Programs.
- Print and distribute client installment invoices (1st of each month).
- Collection of past due premiums when needed.
- Be prepared to discuss updates for any direct collection items.
- File AR documents into our electronic filing system timely and accurately.
- Act as a back-up for other Accounts Receivable team members as needed.
REQUIRED SKILLS:
- Use good judgment and show initiative in approach to daily tasks and deadlines
- Detail oriented and accuracy a must
- Strong verbal and written communication skills
- Able to work independently, efficiently, professionally and must be a team-player
- Ability to organize and prioritize tasks to meet required deadlines
- Solid problem solving skills. Able to think outside the box to resolve issues that may arise
- Strong computer skills in Excel, Word, Outlook, CRM databases, internet based programs, system problem solving
EDUCATION and/or EXPERIENCE:
- Associates Degree or some college preferred
- Experience in an insurance environment a plus
- 2-3+ years progressive accounting experience
The national average salary for this role is $55,000 to $60,000 in base pay and exclusive of any bonuses or benefits. The base pay offered will be determined based on your experience, skills, training, certifications and education, while also considering internal equity and market data.
WHY JOIN US?
- 15th Largest Broker in US
- Voted " Best Place to Work" in the Insurance Industry
- Awesome Benefits: 401K matching, Generous Time Off Policy, Flexible Work Options, Medical, Dental, Vision, Pet Insurance, Cancer Insurance, Wellness Programs, Employee Award Programs (Trips!).
EPIC embraces diversity in all its various forms—whether it be diversity of thought, background, race, religion, gender, skills or experience. We are committed to fostering a work community where every colleague feels welcomed, valued, respected and heard. It is our belief that diversity drives innovation and that creating an environment where every employee feels included and empowered, helps us to deliver the best outcome to our clients.
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