Cash Application Specialist

Robert Half

Job Description

We are offering a contract to possible permanent employment opportunity for a Cash Application Specialist in Birmingham, Alabama. As a Cash Application Specialist, you will be instrumental in managing the receivables and payables process for assigned markets, resolving accounting discrepancies, and ensuring timely and accurate transaction processing.

Responsibilities

• Accurately and efficiently process customer credit applications

• Maintain precise records of customer credit

• Act as the primary point of contact for accounting discrepancies between the insurance carrier and the agency CSRs

• Manage the receivable and producer payables processes for assigned markets, adhering to Direct Bill/Direct Bill Insured & Producer Payable Policies & Procedures

• Responsible for reconciling all accounts as per internal control guidelines

• Ensure timely and accurate payment to producers and submission of all Direct Bill Reconciliation for processing

• Provide training to agency personnel on proper account procedures

• Oversee month-end close for Sagitta and non-Sagitta supported agencies

• Submit all vendor payables to Accounts Payable for processing

• Take on the role of backup for other Regional Insurance Accountants as needed.

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Vacancy posted 2 days ago

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