Cash Specialist

This is a fully remote position, open to applicants in New Jersey.

📋 Description

• Conduct research and accurately input daily cash receipt information into the relevant receivable system, customer account, and policy transaction.

• Reconcile remittances with accounts receivable balances.

• Allocate unapplied cash appropriately.

• Examine Unapplied/Unallocated reports and resolve unapplied items.

• Rectify misapplied cash entries.

• Manage cash transfers efficiently.

• Execute daily and monthly cash balancing tasks.

• Provide assistance with discrepancies in premiums/commissions and handle overpayments/underpayments.

• Input payment requests into the check processing system.

• Respond to customer service inquiries via phone and email within designated guidelines.

• Relay customer service issues to the Manager.

• Aid in updating and documenting workflow processes and modifications.

• Carry out projects or tasks assigned by the Manager.

⛳️ Requirements

• High school diploma with 3+ years of experience in accounts receivable and general accounting.

• An associate degree is preferred, though not mandatory.

• Familiarity with accounts receivable and general accounting principles.

• Experience in Property & Casualty is preferred.

• Demonstrated proficiency in Microsoft Office, including Word, Excel, and Outlook.

• Outstanding verbal and written communication abilities.

• Above-average mathematical skills.

• Capability to thrive in a fast-paced environment while prioritizing workload.

• Strong attention to detail.

• Experience in delivering excellent customer service to both internal and external clients.

• Ability to adhere to departmental policies and procedures, including authority levels, to meet risk management controls.

🏝️ Benefits

• Competitive compensation package.

• Generous 401K employer match.

• Employee Stock Purchase plan with employer matching.

• Generous Paid Time Off.

• Health, dental, and vision benefits.

• Wellness programs that emphasize physical, mental, and financial wellbeing.

• Tuition reimbursement.

• Opportunities for industry-related certifications.

• Professional training available.

• A dynamic, ambitious, fun, and exciting work environment.

• Matching donation program.

• Volunteer opportunities.

• Employee-driven corporate giving program.

• Equal employment opportunity and an inclusive workplace.

• Special accommodations available.