Accounts Receivable Specialist

AR Specialist

At Gallagher, we help clients face risk with confidence because we believe that when businesses are protected, they're free to grow, lead, and innovate. You'll be backed by our digital ecosystem: a client-centric suite of consulting tools making it easier for you to meet your clients where they want to be met. Advanced data and analytics providing a comprehensive overview of the risk landscape is at your fingertips. Here, you're not just improving clients' risk profiles, you're building trust. You'll find a culture grounded in teamwork, guided by integrity, and fueled by a shared commitment to do the right thing. We value curiosity, celebrate new ideas, and empower you to take ownership of your career while making a meaningful impact for the businesses we serve. If you're ready to bring your unique perspective to a place where your work truly matters; think of Gallagher.

RPA San Diego operates as a third-party administration (TPA), consulting, and strategic management branch for collectively bargained benefit plans, pooled purchasing arrangements, and trusts. Our mission is to deliver high quality, affordable, and accessible health care to our members.

How you'll make an impact:

• Manage accounts receivable functions for various trusts, including invoicing, payment application, collections follow-up, and account research
• Process and record deposits, including ACH, check, and electronic payments, ensuring accurate coding and timely posting in Microsoft Dynamics 365 Finance
• Prepare, enter, and review journal entries, customer transactions, and related accounting activity in Microsoft Dynamics 365 Finance and other accounting systems as needed
• Assist with month-end close activities, including account reconciliations, AR aging review, revenue-related entries, and supporting schedules
• Follow up with clients regarding payments, outstanding balances, courtesy notices, and account discrepancies
• Manage phone calls and inquiries from members, clients, and internal stakeholders in a professional and timely manner
• Record client invoices and payments and research and resolve invoicing, payment, and account balance issues
• Perform collections tasks while maintaining accurate documentation and professional client communication
• Communicate with internal and external clients to obtain and/or convey information related to billing, payments, account status, and reporting
• Perform routine and established projects, analyses, and reporting for a specific accounting or finance area
• Support process improvements, system testing, and documentation related to Microsoft Dynamics 365 Finance workflows, AR processes, and accounting procedures

About You:

Required:

• High school diploma or equivalent required; associate degree or coursework in Accounting, Finance, Business Administration, or a related field preferred
• Minimum of 3 years of related accounting, accounts receivable, billing, collections, or finance operations experience
• Experience with Microsoft Dynamics 365 Finance or another ERP/accounting system preferred; ability and willingness to learn Microsoft Dynamics 365 Finance required
• Working knowledge of accounts receivable processes, journal entries, reconciliations, month-end close support, and general accounting principles
• Intermediate Excel proficiency, including the ability to work with large data sets, perform reconciliations, and prepare supporting schedules
• Excellent written and verbal communication skills

Compensation and benefits:

At Gallagher, we believe supporting our colleagues goes far beyond the role itself. For more information, visit our Benefits page.

Competitive compensation

Comprehensive benefits programs designed to support your well-being

Career development opportunities and ongoing learning

A collaborative, people-first culture with accessible leadership

The opportunity to do meaningful work with global reach and local impact

At Gallagher, we are dedicated to building an inclusive and authentic workplace. If your past experience doesn't align perfectly, we encourage you to join our Talent Community to stay connected to additional career opportunities. At times, we will consider transferable skills from previous roles. Gallagher is an affirmative action/equal opportunity employer (Minorities/Females/Veterans/Disabled)