Accounting Specialist - Accounts Receivable (Match-Up)

Accounting Specialist Accounts Receivable

Responsible for supporting the day-to-day accounts receivable functions of Insurance Office of America. This role monitors banking activity, applies client payments, reconciles accounts receivable transactions, and resolves discrepancies in partnership with operational teams. The Accounting Specialist Accounts Receivable plays a key role in maintaining accurate financial records, supporting internal stakeholders, and ensuring timely processing of cash receipts and related accounting activities.

Key Responsibilities:

• Monitor daily banking activity and Accounts Receivable communications to identify client premium payments and premium finance funding available for application.
• Apply cash deposits accurately within the general ledger and client accounts receivable records, ensuring timely and accurate posting.
• Research and resolve discrepancies between cash receipts, customer accounts, and general ledger activity in collaboration with operations teams.
• Record carrier payments swept from trust accounts and ensure accurate allocation and documentation of related transactions.
• Monitor unapplied cash reports and aging reports, identifying outstanding items and facilitating timely resolution.
• Respond to accounts receivable inquiries and requests promptly while providing professional support to internal and external stakeholders.
• Compile, organize, and electronically archive supporting documentation related to cash receipts, deposits, and receivable transactions.
• Review receivable-related accounting activity and maintain accurate financial records in accordance with established procedures.
• Identify opportunities to improve cash application, reconciliation processes, reporting accuracy, and operational efficiency.
• Maintain frequent and transparent communication with operations teams and leadership regarding open receivable items, discrepancies, and resolution status.
• Continue developing accounting knowledge, technical skills, and understanding of company systems, policies, and best practices.
• Demonstrate integrity and leadership.

Ideal Candidate Qualifications:

• Associate's degree in Accounting, or Bachelor's degree in Accounting, Finance, Business, or related field.
• 1-3 years of administrative/payroll experience and basic accounting knowledge (assets, liabilities, income, expenses, debts, credits, journal entries)
• Insurance industry experience preferred
• Applied EPIC (agency management system/general ledger) strongly preferred
• Proficiency in MS Office (Outlook, Word, Excel) with above average proficiency in Excel
• Exceptional communication, time management, prioritization, and independent work skills
• Self-starter, inquisitive, team player, able to handle confidential information, detail-oriented, accurate, able to meet tight deadlines, calm under pressure

What We Offer:

• Competitive salaries and bonus potential
• Company-paid health insurance
• Paid holidays, vacations, and sick time
• 401K with employer match
• Professional growth and career progression opportunities
• Respectful culture and work/family life balance
• Community service commitment
• Supportive teammates and a rewarding work environment

Application Process:

• 30-Minute Phone Screen, Online Assessments, and Interview(s)

Salary Range

The expected pay range for this position is $17.00 to $20.00 per hour, depending on experience, relevant skills, and geographic location.

Insurance Office of America is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.

Insurance Office of America