What are the responsibilities and job description for the Accounts Receivable Specialist position at U Trust Insurance Agency LLC?
About U Trust Insurance
U Trust Insurance Agency LLC is a growing insurance agency specializing in commercial trucking insurance. We help trucking companies and owner-operators across the United States manage their insurance needs with reliable service, clear communication, and strong internal support.
We are looking for a detail-oriented and responsible Accounts Receivable Specialist to join our team in Vancouver, WA and help us manage incoming payments, client balances, billing follow-ups, and payment records. This position is designed as an on-site full-time opportunity.
Position Overview
The Accounts Receivable Specialist will be responsible for monitoring client payments, maintaining accurate records of receivables, following up on outstanding balances, and supporting the Accounting Department in keeping financial data accurate and up to date.
Key Responsibilities
- Monitor client accounts and track outstanding balances; follow up on unpaid invoices, payment reminders, and any billing questions.
- Apply incoming payments to the correct accounts, invoices, and policies.
- Maintain AR and aging reports; identify overdue accounts and escalate unresolved issues.
- Reconcile payments against internal systems and bank/payment data; investigate discrepancies (duplicates, incorrect amounts, missing payments).
- Reconcile premium trust accounts in line with insurance compliance requirements.
- Communicate with insured, underwriters and all internal departments on billing matters.
- Support month-end close (AR sub-ledger to GL reconciliation), including journal entries and GL posting.
- Maintain clear, accurate records of all payment-related communication.
- Support the Accounting Department with reports, data entry, and other AR tasks as needed.
- Follow regulatory guidelines, company’s policies and procedures; maintain high level of compliance and confidentiality of client and financial data.
Requirements
- Previous experience in Accounts Receivable, billing, bookkeeping, accounting support, or a similar finance-related role.
- Experience with payment follow-ups, reconciliations, or AR aging reports.
- Strong attention to detail and accuracy.
- Good understanding of invoices, payments, balances, and accounting principles.
- Ability to work with spreadsheets and financial reports.
- Ability to communicate professionally with clients and internal team members.
- Good organizational and time management skills.
- Ability to work independently in a remote environment.
- Excellent written and verbal English communication skills.
- Comfortable working with multiple systems and learning new software.
- Willingness to take initiative in process improvements.
Preferred Qualifications
- Experience in the insurance industry is a plus.
- Knowledge of Russian/ Ukrainian is strongly preferred.
- Experience with ERP, QuickBooks, Applied Epic, Salesforce, or similar systems is a plus.
What We Offer
- Competitive compensation.
- Full-time position with a growing company.
- Opportunity to work with a professional and supportive team.
- Long-term growth opportunities within the company.
Ideal Candidate
The ideal candidate is responsible, accurate, and proactive, a dependable team player with a strong sense of ownership. You enjoy working with numbers, keeping records clean, following up on open items, and making sure nothing gets missed. You are comfortable communicating with clients and team members and can stay organized while handling multiple accounts and payment-related tasks.
How to Apply
Please submit your resume and a short introduction describing your experience with Accounts Receivable, billing, bookkeeping, or finance-related work.