Regional Accounts Receivable Accountant

This is a fully remote position, open to applicants in Pennsylvania, +1 more state.

📋 Description

• Accurately document and process incoming cash receipts from insurance carriers.

• Allocate carrier payments to the correct policies, invoices, and accounts within the agency management system.

• Ensure all cash receipts are appropriately classified, recorded, and preserved for audit and reporting purposes.

• Investigate and resolve discrepancies related to the application of carrier payments and account balances.

• Reconcile daily, weekly, and monthly cash receipts with bank statements, carrier remittance reports, and internal financial records.

• Identify and address variances between agency records and carrier payments promptly and accurately.

• Generate reports on cash receipts, reconciliations, and cash flow to assist in financial reporting and operational decision-making.

• Assist with month-end and year-end closing activities by ensuring all cash transactions are correctly recorded and reconciled.

• Collaborate with insurance carriers to gather remittance details and ensure accurate payment allocation.

• Prepare and disseminate reports concerning outstanding payments, unapplied cash, and reconciliation activities.

• Maintain precise financial records and supporting documentation in line with company policies and accounting standards.

• Support both internal and external audit requests by providing documentation and addressing inquiries related to carrier payment activities.

• Monitor adherence to internal controls, accounting procedures, and industry regulations.

• Identify opportunities to enhance cash application, reconciliation, and reporting processes to improve efficiency and minimize errors.

• Collaborate with agency accounting teams and internal stakeholders to resolve payment issues and support operational goals.

⛳️ Requirements

• Bachelor's degree in Accounting, Finance, or a related field is required.

• 1-3 years of experience in accounting, accounts receivable, cash application, or a related financial role is preferred.

• Experience in a Property & Casualty insurance brokerage environment is preferred.

• Strong analytical, problem-solving, and reconciliation skills with a keen attention to detail.

• Ability to effectively manage high volumes of financial data while ensuring accuracy and meeting deadlines.

• Experience with agency management systems such as Applied Epic or HawkSoft is preferred.

• Experience with Microsoft Dynamics Business Central is preferred.

• Proficiency in Microsoft Office Suite, especially Excel.

• Excellent organizational and time management skills with the ability to juggle multiple priorities.

• Outstanding written and verbal communication skills with the capability to collaborate across departments and with external partners.

• Commitment to maintaining confidentiality and handling sensitive financial information with professionalism and integrity.

• Ability to work independently while contributing to a collaborative, team-focused environment.

🏝️ Benefits

• Medical, Dental, and Vision Benefits

• Flexible Spending Account (FSA) and Health Savings Account (HSA) and Commuter Transit Programs

• Company paid Short-Term Disability, Long-Term Disability and Group Term Life

• Company paid Employee Assistance Program

• Paid Parental Leave

• Paid holidays

• Personalized PTO

• 401(k) with employer match