Accounting Clerk 1

Job Overview

JOB DETAILS

REQUIREMENTS

• Familiarity with bookkeeping and basic accounting principles.
• 2-year college degree in Accounting a plus.
• Proven successful experience in Accounting with 1 year insurance accounting preferred.
• Possess excellent Customer Service skills, written and verbal. Must be comfortable talking on the phone with brokers, carriers, and vendors. Possess the ability to diffuse difficult and/or complex customer interactions in a professional manner.
• Strong computer experience and knowledge using Microsoft Office products. Familiar with Microsoft Excel functions such as filter, sort, formatting, SUM, VLOOKUP. Ability to learn new and complex computer applications.
• Experience with Salesforce a plus.
• Attention to detail is critical. Must demonstrate accuracy and thoroughness and ability to monitor own work to ensure quality.
• Must have excellent listening, interpersonal, facilitation, written, oral and communication skills.
• Must be able to multi-task and ability to prioritize duties.
• Positive attitude, strong work ethic, self-motivated, team player, follow directions and can work independently in a remote environment.

RESPONSIBILITIES

• Initial contact for incoming phone calls of Accounting-related questions.
• Assist agents with inquiries regarding insured balances or amounts billed.
• Assist agents with inquiries regarding broker commissions including generating commission statements.
• Research and troubleshoot billing issues and work to ensure the necessary adjustments are made in a timely manner.
• Maintain Accounting email Inbox responding to inquiries within expected response time.
• Research aging receivable balances and identify discrepancies.
• Conduct collections of past due balances via various means; phone call, email, Salesforce cases.
• Update information on open aging balances for tracking and timely resolution.
• Timely and accurately process vendor invoices.
• Process company credit card statement by collecting and coding receipts for payment.
• Weekly research and processing of insured refunds within third-party vendor billing system.
• Identify and escalate payment errors posted against insured policies.
• Timely submission of refund report by deadline.
• Research and update stale addresses for insureds and brokers.
• Additional duties as assigned.

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