Accounts Receivable Specialist

KEY RESPONSIBILITIES

The following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not listed below. Specific activities may change from time to time.

Payment Processing

• Review, validate, and process agent payments daily using various internal accounting and payment methods
• Verify accuracy of payment support including amounts, invoice balances, and statements
• Adhere to company collection policies to support timely collection of payments

Discrepancy Resolution and Risk Management

• Identify and resolve discrepancies within assigned agent accounts while maintaining accurate agency balances in accordance with applicable accounting principles
• Escalate and collaborate with senior accountants or team leads to resolve complex or non-routine issues
• Communicate with appropriate internal and external partners to research and resolve errors
• Monitor issues from identification through resolution and ensure proper procedures are followed
• Engage with agents to support account reconciliation, documentation collection, and communication between production teams and agents

Agent Management

• Manage a portfolio of insurance agents and support timely receipt of payments in accordance with payment terms
• Maintain accurate and up-to-date records of agent information
• Respond to agent inquiries and resolve issues related to invoice discrepancies or payment delays
• Identify aging items within assigned agencies and coordinate with internal and external partners to support resolution, escalating as needed
• Reconcile agent statements

Research and Report Management

• Review transactions within policies and conduct research to identify potential errors or discrepancies
• Complete routine research independently while engaging senior accountants for guidance on complex matters
• Review reports provided by accounting to identify urgent or late items
• Participate in reviews led by senior accountants to support team alignment and timely completion of work

Professional Collaboration

• Communicate professionally and effectively across all lines of business
• Work closely with all teams to ensure smooth workflow and issue resolution
• Maintain organized and detailed records within accounting systems

Continuous Improvement

• Participate in department meetings and contribute ideas for process improvements
• Stay informed of changes in accounting practices, industry developments, and company policies
• Participate in audits and additional projects as requested

EDUCATION AND EXPERIENCE

• Bachelor’s degree in Accounting, Finance, Business Administration, or a related field, or equivalent education and related experience
• Prior experience in accounting operations, accounts receivable, accounts payable, billing, collections, or a related financial operations function preferred
• Experience researching and resolving transaction discrepancies, reconciling accounts, or working with financial data preferred
• Proficiency with Microsoft Office applications, with the ability to learn internal accounting systems and reporting tools

General Description of Available Benefits for Eligible Employees of CRC Group: At CRC Group, we're committed to supporting every aspect of teammates' well-being – physical, emotional, financial, social, and professional. Our best-in-class benefits program is designed to care for the whole you, offering a wide range of coverage and support. Eligible full-time teammates enjoy access to medical, dental, vision, life, disability, and AD&D insurance; tax-advantaged savings accounts; and a 401(k) plan with company match. CRC Group also offers generous paid time off programs, including company holidays, vacation and sick days, new parent leave, and more. Eligible positions may also qualify for restricted stock units and/or a deferred compensation plan.

CRC Group supports a diverse workforce and is an Equal Opportunity Employer that does not discriminate against individuals on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status or other classification protected by law. CRC Group is a Drug Free Workplace.

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